VA Hospital Federal Credit Union partners with credit union wealth group (Polaris financial) to offer Wealth management services
Little Rock, AR - VA Hospital Federal Credit Union (VA Hospital) has partnered with Polaris Financial's Credit Union Wealth Group (CU Wealth) to offer financial planning and investment management services to all of its members. VA Hospital is committed to providing financial services at economical rates and opportune manner to its members. The addition of fiduciary investment advice to the credit union’s offering will contribute the tradition of serving all members’ financial needs. The 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.
VA Hospital 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. VA Hospital Credit Union members who work with CU Wealth’s dedicated advisor team enjoy access to a variety of services.
● A dedicated financial advisor
● Retirement Planning
● Managed portfolios
● Digital client portal & financial planning software
● No minimum balance and one affordable fee
Andrew Pickett, President & CEO at VA Hospital Credit Union, on the partnership:
“We believe this partnership will provide a service to our membership that will be immensely beneficial. Our main objective at the Credit Union is to offer services that will improve our members lives financially, and we believe offering wealth management services fits in perfectly with that objective.”
Evan Kulak, Wealth Advisor at CU Wealth Group (Polaris), on the partnership:
“We are excited about our partnership to deliver financial advice and investment management services to VA Hospital FCU members. VA Hospital strives to provide the best services for its members because that is what they deserve. By offering wealth management services to its members, VA Hospital continues to help its members with informed decisions and financial guidance for their futures. Our advisors & team are very much looking forward to the partnership with the VA Hospital FCU team and supporting its members.”
About VA Hospital Federal Credit Union:
VA Hospital Federal Credit Union was established in 1951 to serve its members financial needs. Since its inception the credit union has provided financial services at the best economical rates in the most opportune manner. This tradition started over 6 decades ago, continues today.
To learn more about VA Hospital FCU please visit www.vahospitalfcu.org.
About Credit Union Wealth Group (Polaris Financial):
Credit Union Wealth Group, part of 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.cuwgroup.com.
Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Interactive Brokers Group, LLC, member of FINRA/SIPC. Credit Union Wealth Group and VA Hospital Federal Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group 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 Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.
Department of Labor Federal Credit Union partners with Credit Union Wealth Group (Polaris Financial) to offer wealth management services
Washington, DC — Department of Labor Federal Credit Union (DOLFCU) has partnered with Polaris Financial’s Credit Union Wealth Group (CU Wealth) to offer fiduciary financial planning and investment management services to its members. Chartered in 1935, DOLFCU strives to be the foundation of financial success for their members and provide a full range of products and services to meet all of their financial planning needs. The personal and caring team is committed to offering convenience and outstanding service. This partnership with CU Wealth Group (Polaris) adds to the credit union’s offering as the foundation of members’ financial success.
The full service wealth program will provide the credit union with a dedicated financial advisor, program manager, marketing, compliance, and back office support. Each member receives a personal advisor who provides financial planning and investment management services. Members can enjoy access to a variety of services.
Thomas Dominugue, President & CEO at DOLFCU, on the partnership:
"This partnership was an important step for us to take to meet the expanding needs of our membership and living up to our mission. We chose to partner with CU Wealth Group because of the approach they take towards personal attention to the individual member, their willingness to work with all members – even those who are just starting out with their long-term planning and may not have the large dollar accounts other advisors pursue, and their focus on fiduciary planning. We are excited about offering this new service to our membership, and the partner we have found in CU Wealth Group.”
Evan Kulak, Wealth Advisor at CU Wealth Group (Polaris Financial), on the partnership: