You have a dedicated wealth advisor.
See how he can help you.
At GE Credit Union, we recognize you have both short-term and long-term financial goals. We have partnered with Polaris Portfolios, a financial advisory firm, to help you create a plan to achieve your goals.
Life Planning.
Whether for an individual or families — members of all backgrounds and ages are able to receive help prioritizing and pursuing the goals that matter most to them.
Investment Management.
Evan works to understand each client's financial situation, risk tolerance, investment needs, and long term goals to build financial strategies and investment portfolios.
Connect with your advisor at your convenience.
Get started online Speak with an advisor
Start with what's important to you today.
Have more questions? You can schedule a complimentary call with Evan to learn more — no commitment necessary. Evan is available morning, evenings, and weekends in addition to normal business hours. Easily connect with Evan by phone, email, or video chat. As a fiduciary, Evan is obligated to put the client’s best interest first and provide objective advice.
Clients receive a dynamic strategy to help grow wealth and achieve financial goals. Evan works with the Polaris investment committee to design investment portfolios that are appropriate for each financial strategy.
-
Safety Net
-
Retirement, 401(k) Review
-
College
-
Social Security
-
Wealth Generation
-
Stocks, Bonds, Mutual Funds, ETFs, SMAs
-
Managed Portfolios
-
Asset Allocation
-
Income Portfolios
-
ESG (Environmental, Social Governance)
-
and more
Open An Account Chat with an advisor
Transparent Pricing, No Commissions.
The annual cost for Polaris' services is only 0.95% of the assets managed for you per year. This fee is debited monthly from your investment account. There are no commissions, trade, transaction, or rebalancing fees.
Account Types
Polaris provides every client with an online personal financial dashboard. Clients can easily access their portal to open an account, view important information (i.e. balance, statements), link outside holdings, transfer funds, and utilize interactive financial planning tools. Polaris supports a variety of account types including general investing, retirement, and HSAs.
-
Individual
-
Joint
-
Custodial
-
Revocable Trust
-
Irrevocable Trust
-
Roth
-
SEP
-
SIMPLE
-
Beneficiary
-
401(k)
-
Roth 401(k)
-
403(b)
-
457
-
Health Savings Accounts (HSA)
Get Started
The Polaris Commitment.
Polaris' mission is to provide their clients with objective advice and professional investment management, regardless of their level of wealth. Their advisors work in the best interest of their clients and adhere to their guiding principles.
About Polaris
Have a question?
The Polaris Portfolios team is here to help you get started:
Email: ekulak@polarisportfolios.com
Phone: 708.880.7098
Schedule a Virtual Meeting