POCATELLO, Idaho–Lookout Credit Union said it has selected Credit Union Wealth Group to offer financial advice and investment management services to its more than 26,000 members.
According to the company, the wealth management program provides members with access to a team of dedicated financial advisors and investment management services and includes: practice management, marketing, compliance, and technology.
What’s Offered
The program offers:
- Advice & guidance from a dedicated advisor Investment portfolio based on their goal, time horizon and risk tolerance
- Periodic check-ins to review their financial situation & investments
- Online portal & app to view their investment plan & portfolio
“After reviewing multiple options for wealth management services for our credit union members, we were excited to partner with CU Wealth Group,” Blake Roemer, chief lending officer at the $300-million Lookout CU said. “Their professionalism, expertise, and user-friendly portal has been a great way to offer custom wealth management products to our members and promote their financial health and well-being.”
