OAK RIDGE, Tenn.–(BUSINESS WIRE)–#banking–Tennessee Members 1st Federal Credit Union (TN Members 1st) is proud to announce a partnership with Credit Union Wealth Group (CU Wealth Group) to offer financial guidance and investment management services to its members. The partnership is turnkey, with CU Wealth Group supporting the program management, marketing, compliance, technology, and back-office operations. As a Community Development Financial Institution (CDFI), TN Members 1st is committed to enhancing the financial well-being of its members. The collaboration with CU Wealth Group provides members access to a dedicated team of financial advisors regardless of their level of wealth.
Members who access the service receive:
- Advice & guidance from a financial advisor
- Goals based investment portfolio
- Periodic advisor meetings
- Online portal & app
Rick Mikels, CEO of TN Members 1st FCU, on the partnership:
“Our partnership with CU Wealth Group adds a trusted resource for financial guidance and investment solutions. We’re excited to have an additional way to support our members as they work towards their short and long term financial goals.”
About TN Members 1st Federal Credit Union:
Tennessee Members 1st Federal Credit Union (TN Members 1st) is a CDFI certified, not-for-profit financial institution serving Anderson, Knox, and Roane counties. Members can take advantage of various account options as well as financial education opportunities and identity protection services. With two branch locations, digital banking options, and participation in the CO-OP Shared Branch Network, members have account access at their fingertips and across the country. For more information, call 865-482-4343 or visit mymembersfirst.org.
About Credit Union Wealth Group
Credit Union Wealth Group is a nationwide RIA that specializes in providing credit unions with turnkey wealth management programs.
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 TN Members 1st 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.
Contacts
Michael McDermott
[email protected]
