We have partnered with Credit Union Wealth Group (CU Wealth) to offer financial planning and investment management services. Members will have access to a dedicated financial advisory team who provides financial advice, planning, and investment management services.
“We are very excited to begin offering a wealth management solution at Golden Plains Credit Union," said Rosa Saenz, President & CEO at Golden Plains. "This has been several years in the making, so to finally launch this product and make it available to our membership is wonderful. We are confident Credit Union Wealth Group will provide our members with valuable products and excellent service.”
Members are invited to speak with financial advisors to discuss financial goals and make a plan for success; they will have access to:
- Dedicated financial advisors
- Retirement Planning
- Managed portfolios
- Digital client portal & financial planning software
- No minimum balance and one affordable fee
“We’re thrilled to be working with the Golden Plains Credit Union team and their members" said Michael McDermott, Manager at CU Wealth Group (Polaris Financial). "GPCU is dedicated to providing valuable services to their members and making a positive difference in their lives - the addition of the wealth management program will continue that effort. GPCU members will be invited to receive financial advice and services from professional wealth advisors to help them achieve their financial goals.”
To learn more and to setup an appointment with one of our financial Advisors, click here.