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:
“DOLFCU strives to offer a wide variety of financial services and products to its members. Thomas and his team strive to be proactive in meeting their members’ needs for financial advice and retirement planning, while also working to attract the next generation of members. By offering wealth management services to its members, DOLFCU continues to be the financial partner of choice for its members. We are excited to be able to provide financial advice and investment management services to DOLFCU members and look forward to working with their team.”
About Department of Labor Federal Credit Union:
Department of Labor Federal Credit Union (DOLFCU) is located in Washington, DC, and serves the employees of several agencies connected through the Department of Labor and National Labor Relations Board (NLRB), as well as their families. DOLFCU currently serves 7,000 members and is over $100M in assets. Learn more about DOLFCU at www.dolfcu.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 Department of Labor 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.
7/19/2022 02:37:50 pm
The personal and caring team is committed to offering convenience and outstanding service . Thank you for sharing your great post!
9/28/2022 09:46:51 am
Thomas and his team strive to be proactive in meeting their members’ needs for financial advice and retirement planning, while also working to attract the next generation of members. Thank you for sharing your great post!
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