SUPPORT & BUSINESS RELATIONS

At Credit Union Wealth Group, part of Polaris Financial, we are committed to providing you the highest level of client service available in the industry. Whether you are a client, member, partner or inquiring for more information, we are here to help. 

For fastest response time please use our email or contact form below. You may also dial our main line for assistance. 

Contact Us

Office Info
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Phone: ​(888) 212-9940
Available Mon-Fri 7am - 8pm EST
Email: [email protected]

Mailing Address
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Polaris Financial, LLC
6 Liberty Square # 2663
​Boston, MA 02109

Client Portal

If you are an existing Credit Union Wealth client/member, you may access your account by logging into the Client Portal.
© 2024 Polaris Financial, LLC.
Advisory services offered through Polaris Financial, LLC doing business as Credit Union Wealth Group. Polaris Financial, LLC is a SEC registered investment advisor. 6 Liberty Square #2663 Boston, MA 02109. All rights reserved. Brokerage services provided to clients of Polaris Financial, LLC by Altruist Financial LLC and/or Interactive Brokers Group, registered broker-dealers and members 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 in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value. 
Credit Union Wealth Group has a partnership with credit unions to provide investment advisory services to their members. The credit unions are not investment clients of Credit Union Wealth Group but have a revenue sharing relationship that can create a conflict of interest.