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Owings Mills, MD — Polaris Financial’s Credit Union Wealth Group (CU Wealth) has partnered with First Eagle Federal Credit Union (First Eagle FCU) to offer financial planning and fiduciary investment management services to all of its members. Through this wealth program, the credit union is able to quickly and easily expand its member services to include wealth management from a dedicated advisory team. This is consistent with the established low-cost and high-value financial services already being offered. The CU Wealth team recognizes their role working closely with the First Eagle team and respects the trust which members place in their credit union. CU Wealth advisors will encourage financial responsibility through competitive financial services for all members and work with members towards a better financial life. The full service wealth program from CU Wealth will provide First Eagle FCU with a dedicated financial advisory team, program management, marketing, compliance, and back office support. First Eagle members may choose a self-guided experience, or engage directly with their CUWG advisor at their convenience. No matter what experience chosen, each member receives a personal advisor who provides investment portfolios and financial planning services.
Art Brock, Vice President & Chief Financial Officer at First Eagle Financial Credit Union, on the partnership: “We’re excited to offer professional wealth management services to our membership. We believe these services are very important and necessary to truly fulfill our goal of Making Our Members’ Lives Better no matter what stage of life they’re in” Michael McDermott, Wealth Advisor at CU Wealth Group (Polaris), on the partnership:
“The CU Wealth team is thrilled to begin this partnership with First Eagle FCU and get to know its members. This program brings professional wealth management and innovative digital technology to the credit union’s service offering with turn key set up and reliable management. Our advisory values align well with First Eagle, which aims to bring members together, inspire and support each other through their financial journey. Members will have access to their own personal wealth advisor to help them make progress to their financial goals - whether it be budgeting, education, retirement planning, or something else. This approachable service encourages participation from any and every member interested.” About First Eagle Federal Credit Union: First Eagle Federal Credit Union, established in 1956, now has over $100 million in assets, and proudly serves the employees of Zurich American, AIG, Union Memorial Hospital, and other employee groups. The Credit Union is headquartered in Owings Mills, MD with branches in Baltimore, MD, Houston TX, Nashville TN, and Schaumburg IL. To learn more about First Eagle Federal Credit Union please visit www.firsteaglefcu.com. 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 First Eagle 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.
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Investment services provided by Polaris Financial, LLC doing business as Credit Union Wealth Group. Polaris Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details.
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Financial, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details.
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Financial, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.