Credit Union Wealth Group (Polaris Financial) partners with Autotruck Financial Credit Union to offer wealth management services

Wellesley, MA — Polaris Financial’s Credit Union Wealth Group (CU Wealth) has partnered with Autotruck Financial Credit Union (Autotruck FCU) to offer financial planning and investment management services to all of its members. 

The full service wealth program from CU Wealth will provide Autotruck FCU with a dedicated financial advisory team, program management, marketing, compliance, and back office support.

Each member receives a personal advisor who provides financial planning and investment management services.

• A dedicated financial advisor
• Retirement & Life Event Planning
• Managed investment portfolios; no minimum
• Digital client portal & financial planning software
• 401(k) review & advice

Jason Pendleton, Vice President of Lending at Autotruck Financial Credit Union, on the partnership:
“As our members plan for their financial future, we want to connect them to trustworthy wealth management options that can help them stay on track to meet their financial goals. It was very important to us, though, that we find a partner who is ready and eager to meet the needs of our members from any walk of life. We wanted to be certain that all members are treated with an extremely high degree of care and respect regardless of the amount they have available to invest for the future.” 

Michael McDermott, Wealth Advisor at CU Wealth Group (Polaris), on the partnership:
“CU Wealth is excited to join the Autotruck team and work with its members. Like many credit unions looking to expand their service offering, bringing wealth management, financial advice, and investments to the members immediately adds value. The credit union can benefit through increased member satisfaction, new member engagement, and better control of capital on the balance sheet. Members will be able to build a relationship with their dedicated financial advisor as a resource for themselves and their families.” 

About Autotruck Financial Credit Union:
Autotruck Financial Credit Union is a full-service financial institution. Chartered in 1961 as a not-for-profit cooperative to serve the employees of the Ford Motor Company, Autotruck has since expanded to serve many other groups and communities in Kentucky. As of June 30, 2021, Autotruck serves nearly 19,000 members with a full range of consumer deposit and loan products. 
To learn more about Autotruck Federal Credit Union please visit www.autotruckfcu.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.

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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 Autotruck Financial 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.