Meet our financial advisor!
Dow Credit Union has a Financial Advisor to help our members with financial planning and investment management.
Our financial advisor, Evan Kulak, can help you achieve your short- or long-term financial goals.
Financial Planning | Investments | Wealth Management | Retirement / 401(k) Advice
Financial Planning.
Whether for an individual or families — members of all backgrounds and ages are able to receive help prioritizing and pursuing the goals that matter most to them. Speak with Evan about life planning and the steps you can take to make progress to your goals.
Investment Management.
Evan works to understand each client's financial situation, risk tolerance, investment needs, and long term goals to build financial strategies and investment portfolios. Evan works with the Polaris investment committee to design investment portfolios that are appropriate for each financial strategy. Clients receive a dynamic strategy to help grow wealth and achieve financial goals.
Do you have a goal? Now you can own it!
Have more questions? You can schedule a complimentary call with Evan to learn more — no commitment necessary. Evan is available morning, evenings, and weekends in addition to normal business hours. Easily connect with Evan by phone, email, or video chat. As a fiduciary, Evan is obligated to put the client’s best interest first and provide objective advice.
Investment products and services are offered independently through Polaris Portfolios, LLC. Investment accounts are custodied at Interactive Brokers Group, LLC., member of FINRA/SIPC. Polaris Portfolios and Dow Great Western Credit Union are not affiliated. Products and services made available through Polaris Portfolios are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of principal amount invested. Polaris Portfolios, LLC (“Polaris” or the “Advisor”) is an internet-based registered investment advisor (“RIA”) with the U.S. Securities and Exchange Commission (“SEC”) pursuant to the Investment Advisers Act of 1940, as amended (the “Advisers Act”