Helping you reach your goals.
INVESTMENTS & FINANCIAL PLANNING
Making life better is about making the most of every day, every resource, and every opportunity. Here at First Eagle, you have the opportunity to partner with our financial advisors who will work with you to define your financial goals and map out a path to reach them.
Meet Your Dedicated Financial Advisors
Evan Kulak and Michael McDermott are ready to help you with financial planning and investment management, always keeping your best interests in mind along the way.
There’s no one-size-fits-all approach to investing, so we partner with you to understand your financial situation, risk tolerance, and objectives before creating your customized investment strategy. Credit Union Wealth Group offers investments in mutual funds, stocks, bonds, and exchange-traded funds (ETFs) as well as managed portfolios.
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We’re making financial planning better.
Legal Information and Disclosures
Investment products and services are offered independently through Credit Union Wealth Group, an SEC-registered investment advisor. Credit Union Wealth Group and First Eagle Federal 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.
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