Bragg Mutual Federal Credit Union has partnered with Credit Union Wealth Group (CUWG) to bring expanded fiduciary wealth-management services to its membership across Southeastern North Carolina and Northeastern South Carolina. The program provides members with fiduciary investment services, financial advice, trust and will services, and access to dedicated financial advisors.
The full-service program supports the credit union with program management, marketing, compliance, technology, and back-office support. All members are invited to work with financial advisors at their convenience. Participating members receive advice and guidance from a dedicated advisor; an investment portfolio based on goals, time horizon, and risk tolerance; periodic check-ins to review their finances; and an online portal and app to view their plans and portfolios.
Steve Foley, CEO/Manager at Bragg Mutual Federal Credit Union, on the partnership: “Serving as a Low-Income designated credit union, does not mean our members are not looking for ways to increase their net worth. This partnership helps us to fill a gap in financial resources and retirement planning for the members. CUWG meets a need from our members, as well as the credit union, by providing additional resources to meet the financial goals of our families.”
About Bragg Mutual Federal Credit Union: Bragg Mutual FCU has served the people of Southeastern NC for 74 years, growing by nearly $80M in the past 7 years through one-on-one banking and expanded digital services. Learn more at www.braggmutual.org.
About Credit Union Wealth Group: Credit Union Wealth Group, part of Polaris Financial, is a Registered Investment Advisor specializing in turnkey wealth management programs for credit unions and banks. Learn more at 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 Bragg Mutual 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. These products are subject to investment risk, including the possible loss of principal amount invested.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260615398213/en/
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