|
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. Comments are closed.
|
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