WARWICK – GCU Wealth Advisors, a division of Warwick-based Greenwood Credit Union, announced it has formed a “unique partnership” with Cranston-based Universal Wealth Management, a financial and insurance service group.
Greenwood Credit Union said the partnership is an effort to expand and enhance its wealth management and retirement programs.
“Greenwood Credit Union’s primary focus is to assure our members meet their financial needs, reach their goals and plan for their financial longevity,” Greenwood Credit Union CEO and President Frederick Reinhardt said in a statement.
“When we have the opportunity to expand the depth and breadth of the products and services we can offer our members, we take advantage of it,” he said.
“This unique partnership is a perfect fit,” said Universal Wealth Management CEO and President Karen Emma. “We are excited to expand and share our leading, essential brand of wealth management advice to the entire GCU community and help them achieve their financial independence.”
Universal Wealth Management said it offers complete retirement planning, including Social Security enrollment, health care/Medicare, and helping members identify and enroll in the best health care/Medicare plans to fit each member’s health care needs.
Universal Wealth Management said it has developed the Financial Longevity Bundle, providing financial advisory and retirement planning services that are broadened to reflect the increasing costs of Medicare and lack of cost-of-living increases in Social Security.
Through Universal Wealth Management, GCU Wealth Advisors also has partnered with Royal Alliance Associates Inc. Through Royal Alliance, GCU Wealth Advisors said it will offer its members a broader line of financial products and services.
Scott Blake is a PBN staff writer. Email him at Blake@PBN.com.
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