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© 2025 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.
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.