Columbus, OH — Telhio Credit Union has partnered with Credit Union Wealth Group (CU Wealth) to offer fiduciary financial planning and investment management services to its members. This new wealth management program, delivered by professional financial advisors, complements the credit union's already wide array of financial products & services.
Members will now have access to a dedicated financial advisory team who can provide financial advice, planning, and investment management services. The full-service program provides support for the credit union as well, including program management, marketing, compliance, technology, and back office support.
Members are invited to speak with the available advisors to discuss their financial goals and make a plan for success. Members using the services have access to:
●
Dedicated financial advisors
●
Retirement planning
●
Managed portfolios
●
Digital client portal and financial
planning software
● No minimum balance and one affordable fee
Chad Maze, Chief Operating Officer of Telhio Credit
Union, on the partnership:
"Frictionless services and added value to our members are critical aspects of our decision making when we look to offer new products. Telhio is excited to be able to offer our members a more comprehensive suite of services for every level of financial planning to support self, family, and business needs. As our members look to establish a plan to manage their financial legacies, they now have a trusted partner with whom they consult through Telhio Investment Services."
Michael McDermott,
Manager at CU Wealth Group (Polaris Financial), on the partnership:
"This partnership will provide
personalized financial advice and investment management to any Telhio members
through dedicated financial advisors. We look forward to working with the team
and getting to know Telhio members. Telhio Credit Union focuses on providing
extraordinary service and innovative financial solutions to its members and we
believe this aligns well with our fiduciary commitment to every member we work
with."
About Telhio Credit Union:
Telhio Credit Union was formed in 1934 to be the credit union for Columbus Telephone Company, now known as AT&T, employees. Over 85 years later, Telhio has grown to $1.3B in assets and provides extraordinary services and innovative financial solutions to over 70,000 member-owners throughout central and southwest Ohio. As the 6th largest credit union in Ohio and the #1 ranked SBA Lender among Ohio credit unions, Telhio is a strong financial institution that is open to anyone who lives, works, worships, or goes to school in Central or Southwest Ohio. Telhio continues to serve its members and community through 13 full-service branch office locations, online, and with our mobile banking app. After generations of service and growth, Telhio remains focused on its original core values - Caring, Commitment, and Integrity. www.telhio.org
Telhio Financial
Services, LLC, a Credit Union Service Organization (CUSO), is a wholly owned
subsidiary of Telhio Credit Union Inc. Telhio Financial Services provides investment,
insurance and trust services to members and non-members. Any business conducted
through Telhio Financial Services, LLC is separate and distinct from any
business conducted with Telhio Credit Union, or any other affiliated business.
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 Altruist Financial, LLC, member of FINRA/SIPC. Credit Union
Wealth Group and Telhio 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.
