Over the course of life events happen -- some planned, some not -- that affect your finances. We provide all our members with access to our dedicated financial advisor, Evan Kulak. He is here to work with members to provide investment services and financial planning services. It is important to have a financial plan and to review it regularly.

Evan will work with you to help design a plan to achieve your short- and long-term financial goals. Members who take advantage of these services can enjoy:

● A relationship with a dedicated advisor.
● Financial planning services and interactive tools.
● Professionally managed investment portfolios.
● Affordable and transparent pricing.
● No minimums

>> Schedule a conversation today — there is no cost or commitment required. You may also learn more by visiting our webpage.

>> Read CUWG’s latest monthly investing recap.

Wealth management products and services are offered independently through Credit Union Wealth Group, an SEC registered investment advisor. Credit Union Wealth Group and GE Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union, credit union service organization, or credit union affiliate. These products are subject to investment risk, including the possible loss of the principal amount invested.