Credit Union Wealth Group
  • Home
  • Wealth Program
    • Financial Advisors
    • Digital Platform
    • Investments
    • SEG Workplace
    • Program Management
    • Why CU Wealth
  • Credit Union Investments
    • Money Market Fund Products
    • Target Duration Products
    • Defined Maturity Products
    • Bond Ladders
    • Strategic Credit Fund
  • Contact
  • News

News.

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

4/14/2021

1 Comment

 
Cheyenne, WY — WyHy Federal Credit Union (WyHy) 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. WyHy credit union is committed to building valued relationships by delivering personalized financial options for its members. Continuing its ongoing “We’re with you” mission, WyHy works to support members no matter what stage of life they are in; guiding members along the road to healthy financial wellbeing. This partnership brings fiduciary investment advice to the credit union’s offering and will contribute to members’ financial education and success. This full service wealth program will provide the credit union with dedicated financial advisors, program management, marketing, compliance, and back office support. 

WyHy members receive a personal advisor who provides financial planning and investment management services. Members can enjoy access to a variety of services.
  • A dedicated financial advisor & robo-advisor
  • Life event planning
  • Managed portfolios
  • Digital client portal & financial planning software
  • 401(k) review & advice
  • Retirement & HSA plans for business clients
  • No minimum balance and one affordable fee
About WyHY Federal Credit Union:
To learn more about WyHy FCU please visit wwww.wyhy.orgww.wyhy.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 WyHy 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.

1 Comment
Erotic Massage Norwich link
1/31/2025 07:51:19 am

Loveely blog you have

Reply



Leave a Reply.

    RSS Feed


Picture
Polaris Financial, LLC
​Polaris Financial
Banc Wealth Group
Legal
​
Terms of Use
Privacy Policy
Form ADV Part 1
Form ADV Part 2
Form CRS
Contact
(888) 212-9940
​
​[email protected]
© 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. 
  • Home
  • Wealth Program
    • Financial Advisors
    • Digital Platform
    • Investments
    • SEG Workplace
    • Program Management
    • Why CU Wealth
  • Credit Union Investments
    • Money Market Fund Products
    • Target Duration Products
    • Defined Maturity Products
    • Bond Ladders
    • Strategic Credit Fund
  • Contact
  • News