First Education Credit Union partners with Polaris Financial to offer wealth management services2/23/2021
Cheyenne, WY— First Education Federal Credit Union (First Ed) has partnered with Polaris Financial’s Credit Union Wealth Group (Polaris) to offer financial planning and investment management services to all of its members. First Ed is dedicated to the service and support of its members Its mission is to help educate and encourage smart, well-informed choices about finances and the financial future of its members. The addition of fiduciary investment advice to the credit union’s offering will contribute to members’ financial education and success. This full service wealth program will provide the credit union with a dedicated financial advisor, program manager, marketing, compliance, and back office support - helping the credit union stay competitive with larger financial institutions.
First Ed members may choose a self-guided experience, or engage directly with their advisor at their convenience. Each member receives a personal advisor who provides financial planning and investment management services. First Education Federal Credit Union members who work with Polaris’ dedicated advisor team enjoy access to a variety of services. ● A dedicated financial advisor ● Life event planning ● Managed portfolios ● Digital client portal & financial planning software ● 401(k) review & advice ● Retirement & HSA plans for business clients ● No minimum balance and one affordable fee James Yates, President at First Education Credit Union, on the partnership: “We have been searching for a way to provide a wider range of investment opportunities to our members for a while. We believe Polaris Financial’s Credit Union Wealth Group is the best match for both the credit union and our members. Polaris offers the education and expertise our members need with both personal consultation and online services.” Evan Kulak, Principal and Wealth Advisor at Polaris Financial, on the partnership: “We are excited to be able to deliver financial advice and investment management services to First Ed CU members. First Education Credit Union is committed to educating and encouraging its members to make smart, well-informed choices about their current and future finances. By offering wealth management services to its members, First Ed continues to help its members plan and invest for their financial future. Our advisors & team are very much looking forward to the partnership with the First Ed team and supporting its members.” About First Education Federal Credit Union: First Education Federal Credit Union is a full service financial institution serving those that live and work in Laramie County Wyoming with focus on the Education Community. To learn more about First Education FCU please visit www.firstedfcu.com. About Polaris Financial: Polaris Financial is a nationwide Registered Investment Advisor that specializes in providing credit unions and banks with turn-key, fee-only wealth management programs. Polaris’ Credit Union Wealth Group works to service the credit union channel. To learn more please visit www.partnerpf.com. Investment products and services are offered independently through Polaris Financial, LLC. Investment accounts are custodied at Interactive Brokers Group, LLC, member of FINRA/SIPC. Polaris Portfolios and First Education Federal Credit Union are not affiliated. Products and services made available through Polaris Portfolios are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Polaris Portfolios are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested. Riverview Credit Union partners with Polaris Portfolio to offer wealth management services12/22/2020
Belpre, OH — Riverview Federal Credit Union (Riverview) has partnered with Polaris Portfolios (Polaris) to offer financial planning and investment management services to all of its members. Riverview has remained dedicated to service and support of its local communities and members for over 50 years. In line with the credit union’s mission, this partnership with Polaris helps Riverview members achieve financial success with first class member support and fiduciary investment advice. Riverview members may choose a self-guided experience, or engage directly with their Polaris advisor at their convenience. No matter what experience chosen, each member receives a personal advisor who provides investment portfolios and financial planning service.
Riverview Credit Union members who work with Polaris’ dedicated advisor team enjoy access to a variety of services. ● A dedicated financial advisor ● Professionally-managed, goal-oriented diversified portfolios ● Digital client portal; Financial planning & portfolio analytic tools ● 401(k) review & advice ● No minimum balance and one affordable fee ● Retirement & HSA plans for business clients Doug Ankrom, President & CEO at Riverview Credit Union, on the partnership: “As a community-minded, member-owned financial institution, we are committed to meeting the financial needs of our members by offering competitive products and services that help them save money and live better. We are excited to partner with Polaris Portfolios and expand the services we make available to Riverview members to include financial planning and investment management services. These services help us achieve our mission of empowering our members to achieve financial success.” Evan Kulak, Principal and Wealth Advisor at Polaris Portfolios, on the partnership: “Riverview is highly committed to serving the needs of their members. By offering wealth management services to its members, Riverview continues to be the financial partner of choice for its members. We are excited to be able to provide financial advice and investment management services to Riverview members. Our advisors are very much looking forward to partnering with the Riverview team and working to support its members." Antioch, CA — Dow Credit Union has partnered with Polaris Portfolios (Polaris) to offer financial planning and investment management services to all of its members. Dow Credit Union members may choose a self-guided experience, or engage directly with their Polaris advisor at their convenience. No matter what experience chosen, each member receives a personal advisor who provides investment portfolios and financial planning services -- all through a robust digital experience. Members enjoy accessible advice, service, and support while creating a strong financial plan for themselves and their loved ones.
Dow Credit Union members who work with Polaris’ dedicated advisor team receive access to a variety of services.
Paul Kramer, CEO at Dow Credit Union, on the partnership: “Our goal is to serve all of our members well, including those of modest means. This partnership will help empower our members to achieve their financial goals. We are excited to partner with Polaris Portfolios and to share their expert advice and strategies with our communities.” Cheyenne, WY — Meridian Trust Federal Credit Union (Meridian Trust) has partnered with Polaris Portfolios (Polaris) to offer financial planning and investment management services to all of its members. Meridian Trust members may choose either a self-guided experience or engage directly with their Polaris advisor at their convenience. Meridian Trust will be able to provide each member with a dedicated advisor for investment portfolios and financial planning services - all through a robust digital experience.
Meridian Trust members who work with Polaris’ advisory team will have access to a variety of services, including:
“Our partnership with Polaris Portfolios is going to provide our 30,000 members with a world-class digital wealth advisor experience with the personal touch of a dedicated financial advisor. Meridian Trust’s strategy is to continue to improve our digital and technology offerings to our members and this is another great step in that direction,” said Bryan Thomas, Executive Vice President of Meridian Trust. Evan Kulak, Principal and Wealth Advisor at Polaris Portfolios, on the partnership: “We are thrilled to partner with the team at Meridian Trust to help their members plan and invest for their future. Meridian Trust is a member-focused credit union and we are pleased to have the opportunity to provide investment advice to members of all backgrounds.” About Meridian Trust Federal Credit Union: Meridian Trust Federal Credit Union provides financial services to more than 30,000 members, with Wyoming branches in Cheyenne, Lander, Jackson, Rawlins, and Yellowstone, along with a Nebraska branch in Scottsbluff, a Colorado branch in Wellington; and PowerTrust branches located in Casper and Rock Springs, WY. For more information, visit www.MyMeridianTrust.com. About Polaris Portfolios: Polaris Portfolios is a nationwide Registered Investment Advisor that specializes in partnering with credit unions and community banks of all sizes to offer their members financial planning and investment management services through its custom wealth management partnership programs. To learn more please visit www.polarisportfolios.com. Investment products and services are offered independently through Polaris Portfolios, LLC. All right reserved. Brokerage services provided to clients of Polaris Portfolios, LLC by Marsco Investment Corporation which services as a fully disclosed introducing broker to Interactive Brokers, a registered broker-dealer and custodian member FINRA/SIPC. Polaris Portfolios and Meridian Trust Federal Credit Union are not affiliated. Products and services made available through Polaris Portfolios are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union, credit union affiliate, and/or credit union service organization. These products are subject to investment risk, including the possible loss of principal amount invested. ACT 1st Federal Credit Union partners with Polaris Portfolios to offer wealth management services7/27/2020
LaVale, MD — ACT 1st Federal Credit Union (ACT 1st) has partnered with Polaris Portfolios (Polaris) to offer financial planning and investment management services to all of its members. ACT 1st members may choose a credit union guided experience working with their in-house Wealth Management Warrior, Colleen Stewart, a self-guided experience, or engage directly with their Polaris advisor at their convenience. No matter what experience chosen, each member receives a dedicated advisor who provides investment portfolios and financial planning services -- all through a robust digital experience.
ACT 1st members who work with Polaris’ advisory team receive access to a variety of services. ● A dedicated financial advisor ● Professionally managed, goal-oriented diversified portfolios ● Digital client portal with financial planning & portfolio analytic tools ● 401(k) review and advice ● No minimum balance and one affordable fee ● Retirement and HSA plans for business clients Christie Clark, CEO/President at ACT 1st FCU, on the partnership: “We are very excited about the partnership between ACT 1st Federal Credit Union and Polaris Portfolios. The credit union industry as a whole invests in communities, supports the financial wellness of ALL members, and makes a difference through financial education programs as a commitment to “People Helping People”. This partnership supports the financial wellness movement by allowing ACT 1st Federal Credit Union to offer Wealth Management Services above and beyond Share Certificates and Individual Retirement Accounts (IRAs) to all members and potential members. Polaris Portfolios values and respects the concept of “Not for Profit, but For People”.” Evan Kulak, Principal and Wealth Advisor at Polaris Portfolios, on the partnership: “We are thrilled to partner with ACT 1st Federal Credit Union. ACT 1st is a truly member first cooperative. We welcome the opportunity to add fiduciary wealth management services to their member offerings and help fulfill their mission statement.” About ACT 1st Federal Credit Union: ACT 1st Federal Credit Union offers full-service banking and an informational website to inform members of the wide variety of products and services offered. Established by early volunteers and now managed by Christie Clark, the credit union continues to promote the trust that began over a half century ago. The cohesiveness of the members who support the organization, the volunteers who serve on the board and committees, and the staff who so diligently perform their duties while maintaining an open and friendly relationship, are responsible for its successes. About Polaris Portfolios: Polaris Portfolios is a Registered Investment Advisor that specializes in providing credit unions and community banks with turn-key, fee-only wealth management partnership programs. To learn more please visit www.polarisportfolios.com. Investment products and services are offered independently through Polaris Portfolios, LLC. Investment accounts are custodied at Interactive Brokers Group, LLC, member of FINRA/SIPC. Polaris Portfolios and ACT 1st Federal Credit Union are not affiliated. Products and services made available through Polaris Portfolios are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Polaris Portfolios are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested. Milford, CT — GE Credit Union (GECU) has partnered with Polaris Portfolios to offer financial planning and investment management services to all of its members. Through Polaris, GECU members may choose a self-guided experience or engage directly with their Polaris advisor at their convenience. Each member receives a dedicated advisor who provides investment portfolios and financial planning services – all through a robust digital experience.
GECU members who work with Polaris’ advisory team receive access to a variety of services, including: ● A dedicated financial advisor ● Professionally-managed, goal-oriented, and diversified portfolios ● A digital client portal with financial planning & portfolio analytic tools ● 401(k) review and advice ● No minimum balance and one affordable fee ● Retirement and HSA plans for business clients Lou Papageorge Vice President at GE Credit Union, on the partnership: “GE Credit Union has over 26,000 members. We want to serve our members in every way possible. By partnering with Polaris Portfolio to expand our product line, we are proud to make this service available to our members.” Evan Kulak, Principal and Wealth Advisor at Polaris Portfolios, on the partnership: “GE Credit Union is focused on providing its members with a full suite of services. Our team is excited to partner with GE and their members to deliver fiduciary advice and goal-oriented investment management.” About GE Credit Union: GE Credit Union was established over 80 years ago. Over the years, there have been many changes. But the original intent behind the mission has remained the same. To provide a safe, reliable place for you to keep your hard earned money, that offers you the most benefits possible, and provides stellar member-focused service – all to help you achieve your financial dreams. To join or simply learn more, visit www.mygecreditunion.com. About Polaris Portfolios: Polaris Portfolios is a Registered Investment Advisor that specializes in providing credit unions and community banks with turn-key, fee-only wealth management partnership programs. To learn more please visit www.polarisportfolios.com. © 2020 Polaris Portfolios, LLC. Polaris Portfolios is an SEC registered investment advisor. 38 Maurice Road Wellesley, MA 02482. All rights reserved. Brokerage services provided to clients of Polaris Portfolios, LLC by Marsco Investment Corporation which serves as a fully disclosed introducing broker to Interactive Brokers Group a registered broker-dealer and member FINRA/SIPC. Past performance is no guarantee of future results. All securities involve risk and may result in loss. Nothing in this communication should be construed as a solicitation or offer, or recommendation, or advice to buy or sell securities or services. Investments: Not FDIC Insured - No Bank Guarantee - May Lose Value. Polaris Portfolios and GE Credit Union are not affiliated. Products and services made available through Polaris Portfolios are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Polaris Portfolios are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested Wellesley, MA — Cherokee Strip Credit Union (CSCU) has partnered with Polaris Portfolios (Polaris) to provide its members with access to professional financial planning and investment advisory services for most every type of investor. Polaris is a Registered Investment Adviser (RIA) that specializes in providing credit unions with turn-key wealth management programs, featuring a transparent fee structure centered around a robust web portal.
Through this new partnership with Polaris, CSCU members will be able to open an investment account and access their financial advisor directly from a computer, phone, or mobile device. CSCU members who take advantage of Polaris can enjoy:
Johnny O’Hare, CEO of Cherokee Strip stated: “Building internal expertise in professional wealth management was just not feasible for us. Still, we wanted to deliver a comprehensive suite of banking, insurance, and investment solutions that are easily accessible and affordable for most every member, no matter where they are in their financial lifecycle. This Polaris partnership, along with the opening of our wholly-owned Cherokee Strip Insurance Agency, completes our vision and allows us to truly deliver on a great member experience” Evan Kulak, Principal and Wealth Advisor at Polaris Portfolios, on the partnership: "CSCU is dedicated to providing a better way of banking to its members, and Polaris is dedicated to providing a fiduciary wealth management experience for those same members. Our team is looking forward to working with the team at CSCU and providing the members of Cherokee Strip with fiduciary advice and investment advisory services." About Cherokee Strip Credit Union: In October 1933 a small group of employees organized the Conoco Employees (PC) Credit Union, at that time only the second financial cooperative in Oklahoma. Now 86 years young and nearly 9,000 members strong, Cherokee Strip Credit Union continues to proudly serve select employee groups and associations throughout Oklahoma. To join or simply learn more, visit www.cherokeestrip.com. About Polaris Portfolios: Polaris Portfolios is a Registered Investment Advisor that focuses on providing community financial institutions with turn-key, fee-based wealth management solutions. For more information on our Credit Union RIA Program please visit www.polarisportfolios.com. Polaris Portfolios, LLC (“Polaris”), is an investment adviser registered with the Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Polaris may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where Polaris is not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Polaris Portfolios, LLC and Cherokee Strip Credit Union are separately owned and unaffiliated entities. A copy of our current Form ADV, Part 2A brochure discussing our advisory services and fees is available for download at https://www.adviserinfo.sec.gov/IAPD/default.aspx or upon request. Wellesley, MA - AlignMoney, the world’s first banking as a benefit platform for employees offered by employers, and Polaris Portfolios, a digital wealth management firm, are excited to announce a partnership to provide professional wealth management to employers and employees utilizing the AlignMoney platform.
Through the AlignMoney platform, employers and employees will be able to access retirement plans, health savings accounts, and wealth management services all through an intuitive digital portal. Evan Kulak, Co-founder of Polaris Portfolios: “We are excited to partner with AlignMoney to provide retirement and wealth management services to their users. AlignMoney is an innovative firm with a powerful platform for both employers and employees. With this partnership Align Money will be the first benefits platform to seamlessly offer wealth management services.” Rajesh Patil, Co-founder of Align Money: “We are thrilled about our partnership with Polaris Portfolios. This partnership will enable us to provide access to digital wealth management services, retirement and health savings accounts along with discounted loan marketplace to employees. Together we want to address financial stress at workplace by offering banking as a benefit to employees.” About Align Money: Align Money is a cloud hosted banking as a benefit platform that provides access to custom financial products and services from financial institutions, lenders, and fintech partners to enable a financial fitness. For more information, please visit www.alignmoney.com or email [email protected]. About Polaris Portfolios: Polaris Portfolios is a digital wealth management firm that specializes in providing credit unions, community banks, and fintech companies with wealthtec solutions. For more information, please visit www.polarisportfolios.com or email [email protected]. Polaris Portfolios, LLC (“Polaris”), is an investment adviser registered with the Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Polaris may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where Polaris is not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Polaris Portfolios, LLC and Employees Federal Credit Union are separately owned and unaffiliated entities. A copy of our current Form ADV, Part 2A brochure discussing our advisory services and fees is available for download at https://www.adviserinfo.sec.gov/IAPD/default.aspx or upon request Wellesley, MA -- Employees Federal Credit Union (EFCU), a credit union serving the greater Tulsa, Oklahoma community, and Polaris Portfolios, a digital wealth management firm, are excited to announce a partnership to provide professional wealth management to members of EFCU. Through Polaris Portfolios, members of EFCU can open a managed and advised investment account directly from their computer, phone, or any mobile device.
EFCU members who open an investment account will receive:
John Hughes, President / CEO of Employees Federal Credit Union on the partnership: -- “Another important member service added to make our ‘Member Experience’ the best anywhere!” Evan Kulak, Co-founder of Polaris Portfolios: -- "We are excited to begin delivering affordable and accessible wealth services to Employee FCU’s members. We are happy to partner with a forward thinking credit union that focuses on its members and providing them with access to robust digital experiences.” About Employees Federal Credit Union: At Employees Federal Credit Union, we strive to make a difference and help our members succeed. We continually strive to be the best at what we do and help those who are often ignored or pushed away by other institutions. Our mission statement “We Help People Succeed” is our duty and our responsibility to our Members. To learn more, visit www.employeesfed.com. About Polaris Portfolios: Polaris Portfolios is a digital wealth management firm that specializes in providing credit unions and community banks with a turnkey digital wealth platform. For more information, please visit www.polarisportfolios.com Polaris Portfolios, LLC (“Polaris”), is an investment adviser registered with the Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Polaris may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where Polaris is not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Polaris Portfolios, LLC and Employees Federal Credit Union are separately owned and unaffiliated entities. A copy of our current Form ADV, Part 2A brochure discussing our advisory services and fees is available for download at https://www.adviserinfo.sec.gov/IAPD/default.aspx or upon request.  September 11, 2018
Wellesley, MA -- Lutheran Federal Credit Union (LutheranFCU), a credit union serving the greater Lutheran Church-Missouri Synod community, and Polaris Portfolios, a digital wealth management firm, are excited to introduce Polaris Digital Advisor to members of LutheranFCU. With Polaris Digital Advisor, members of LutheranFCU can open an advised investment account directly from their computer, phone, or any mobile device. Members who open an account receive:
Rev. Ken Krueger, CEO of LutheranFCU: “As a nationwide credit union, we are committed to providing access to services that meet the financial needs of our members. Providing a link to the Polaris Digital Advisor enables our members to utilize wealth management services that they otherwise may not be able to obtain.” Evan Kulak, Co-founder of Polaris Portfolios: “We are excited to begin working with LutheranFCU’s members. We are pleased to work with a forward thinking credit union that understands its members are expecting better technology and access to wealth services. Ken and his team were beyond helpful in the rollout of Polaris Digital Advisor ” LutheranFCU is one of the first credit unions in the country to provide direct access to digital wealth services to its member base. About Lutheran Federal Credit Union: Lutheran Federal Credit Union is an exceptional provider of financial solutions and products to members of LCMS congregations and affiliated ministries. They capitalize on the common bond of the LCMS to provide greater awareness of individual and organizational financial management from a Christian perspective. They do this by exemplifying Biblical principles; employing talented, accessible, member-focused staff; and utilizing technology and services that result in a superior customer experience. To learn more, visit lutheranfcu.org. About Polaris Portfolios: Polaris Portfolios is an employee owned digital wealth and asset management firm. For individual investors, Polaris provides investment management services delivered through a digital experience. For institutions, Polaris provides a turnkey wealth management platform, ERISA 3(38) services, and an outsourced CIO platform. For more information, please visit polarisportfolios.com. Polaris Portfolios, LLC (“Polaris”), is an investment adviser registered with the Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Polaris may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where Polaris is not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Polaris Portfolios, LLC and Lutheran Federal Credit Union are separately owned and unaffiliated entities. A copy of our current Form ADV, Part 2A brochure discussing our advisory services and fees is available for download at https://www.adviserinfo.sec.gov/IAPD/default.aspx or upon request. |
RSS Feed
|
|
|
© 2024 Polaris Financial, LLC.
Polaris Portfolios, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission. Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details. The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.
Polaris Portfolios, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission. Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details. The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.
Icons designed by {Gregor Cresnar} from Flaticon