At First Education, we encourage our members to make smart, well-informed choices about their finances—and especially about their financial future!
Whether you’re saving for college, managing investments, or planning for retirement, we invite you to schedule a complimentary call with our financial advisor, Evan Kulak.
No matter where you are on your financial journey, Evan can custom-tailor a plan to ensure you’re on track to meet your goals.
Evan’s financial planning and wealth management services include:
- 401(k), IRA, Social Security
- Budgeting
- Cash Management
- Education / College Planning
- Exchange Traded Funds (ETFs)
- Insurance Analysis
- Managed Portfolios
- Mutual Funds
- Portfolio Reviews
- Retirement Planning
- Starting an Emergency Fund
Once you’ve established your financial plan, you check in on your progress any time using a personalized online dashboard.
Already have an account?
Login and check on your progress now.
Investment products and services are offered independently through Credit Union Wealth Group. Investment accounts are custodied at Altruist Financial, LLC and/or Interactive Brokers Group, LLC, members of FINRA/SIPC. Credit Union Wealth Group and First Education Federal Credit Union are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Credit Union Wealth Group are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.
