Financial Guard is the leading ONLINE Investment Advisory company in America and represents the future of investment advice.  This innovative financial technology helps Credit Unions retain and attract Members through product differentiation and enhances the financial well-being and literacy of your Member base.  By leveraging Financial Guard's technology and interactive online user experience, Credit Union Members are able to have a single, financial dashboard by bringing all of their investment accounts into one place, receive a holistic household portfolio assessment grade and recommendations on how to optimize their portfolios and save money by reducing/removing hidden fees prevalent in the industry.

Financial Guard