PITTSFORD, N.Y.–Pittsford Federal Credit Union has partnered with Financial Guard to provide online wealth management services to its members.
“Our success as a credit union depends on our ability to identify innovative products and services that help our members get ahead, financially. Our partnership with Financial Guard is a perfect example, as this technology will help our members manage their investments more efficiently while potentially saving them significant amounts money” said Brian Scudder, Senior Manager of Pittsford Federal Credit Union.
Kevin Pohmer, President of Salt Lake City-based Financial Guard added, “Financial Guard’s technology and mission of helping hard working Americans receive professional investment assistance while avoiding unnecessary fees and biased advice is perfectly aligned with the credit union mission of taking care of their members. Leveraging technology to help people is what our company is all about.”
According to Financial Guard, typically, a traditional advisor/broker will take a percentage of the investor’s assets each year and they also make commissions on the products they sell. Financial Guard’s scalable technology changes the game for individual investors by removing unnecessary drag on their investment portfolios, which have such a negative impact on the portfolio’s performance over time.