Financial Planning & Investments to help you achieve your financial goals!
Whether you are just starting out on your financial journey or preparing for retirement, our wealth managment advisory team can help you establish a clear path to achieve your financial goals. You will have your own wealth management team, led by your dedicated advisor, who will provide financial advice and investment management.
Our financial advisor, Evan Kulak, willactively listen and collaborate with you to understand your current financial situation and prioritize your financial goals. He will work to understand your risk tolerance, time horizon, and investment preferences to establish a personalized financial plan.
Start with what’s important to you today.
Riverview members receive a dynamic strategy to help grow wealth and achieve financial goals.
Have more questions? You can schedule a complimentary call with Evan Kulak 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.
We provide a full range of wealth management services. You can come to us with any financial questions - whether they are complex or simple. As a valued member we are here to help you navigate your financial life.
Your advisor can help you define your goal and analyze your options to develop and implement a personalized financial strategy.
- Starting an Emergency Fund?
- Retirement Planning
- 401(k); IRA; Social Security
- Education / College Planning
- Insurance Analysis
- Managed Portfolios
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Stocks, Bonds
- Cash Management
- Portfolio Reviews
Online Financial Dashboard
- Advisor insights & recommendations
- Scenario Planning
- Interactive Goal setting
- Financial Planning Tools
- Investment / Portfolio Details
- Account Actions
We provides every member with an online personal financial dashboard. You can easily access this portal to open an account, view important information (i.e. balance, statements), link outside holdings, transfer funds, and utilize interactive financial planning tools. Our wealth mangement team supports a variety of account types including general investing and retirement accounts.
The products offered:
- Are not federally insured;
- Are not obligations of the Credit Union;
- Are not guaranteed by the Credit Union or an affiliated entity; and
- Involve investment risks, including the possible loss of principal.
Investment products and services are offered independently through Polaris Portfolios, LLC. Investment accounts are custodied at Interactive Brokers Group, LLC., member of FINRA/SIPC. Polaris Portfolios and Riverview Credit Union are not affiliated. Products and services made available through Polaris Portfolios are not insured by the FDIC, NCUA, or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of principal amount invested. Polaris Portfolios, LLC (“Polaris” or the “Advisor”) is an internet-based registered investment advisor (“RIA”) with the U.S. Securities and Exchange Commission (“SEC”) pursuant to the Investment Advisers Act of 1940, as amended.