LOCAL Wealth Manager
Certified Expert Provides Personal Guidance
Your financial cooperative is your partner with your money. With better interest rates than the banks, and lower (and far fewer) fees, you earn more and keep more at Community First.
At Community First, we know what we're good at: deposits, checking that pays you to use, auto and home loans, and making transactions convenient (in person or online) for Members.
Wealth management is not an area of our expertise. However, sometimes Members need qualitative financial advice and planning. We wanted to have complete confidence to send Members to the right expert. A financial advisor with same mentality and ethics of this credit union: where the Member comes first –– and second.
After nearly three years of researching, reviewing and interviewing, we found what we deem to be the perfect fit for the Membership: The McBride Group, LLC.
First, The McBride Group (TMG) is fee-only. Only 1% of financial advisors are. These 1%'ers are the financial good guys. The absence of commissions keeps the information unbiased and unencumbered. They recommend –– after an extensive interview and getting to know you –– what's best for YOU, and only you.
Second, The McBride Group has stellar partners that hold your money and make trades at your direction. TMG partners with the largest financial custodian in the industry, who will hold all Community First Member's investments. This custodian maintains records regarding Member/client holdings, buy/sell transactions, deposits, withdrawals, dividends and interest, and other historical information. This custodian also produces month-end and year-end account statements, with 24/7 internet access.
The McBride Group makes investments on behalf of their clients and also works with an internationally renown third-party money manager. This firm has approximately $170 billion in assets under management, and is famed for its independent data and research. Their partner provides a wide-array of portfolios available to Members of Community First.
Third, The McBride Group will meet you at your favorite branch of Community First. Or your favorite coffee house. Or wherever is convenient for you. Again, like Community First, The McBride Group is local and Member-centric.
Get to know our wealth management expert at it website: The McBride Group, LLC. Or contact them directly at 707/658-4433, or at Email: firstname.lastname@example.org
You can also view this one-minute, 24-second video that explains what you can expect from The McBride Group