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RichMark United Bay Partnership Press Release

April 21, 2023

For Immediate Release                                                            

April 6, 2023                                                                                


United Bay Community Credit Union Forms Partnership with RichMark Private Wealth Management

Bay City, MI – United Bay Community Credit Union (Ubay) has partnered with RichMark, a private wealth management firm based out of Frankenmuth, MI, to provide investment and retirement planning services to their membership. RichMark Wealth Management was formed in 2008 and seeks to coach their clients in managing their wealth, leaving a “RichMark” on their lives.

 “Our goal is to be a life-long, trusted partner for our members,” explains Doug Kelley, United Bay Community Credit Union CFO. “RichMark shares these goals, along with the credit union values of trust, safety and service every member of the United Bay Community Credit Union team strives to achieve. I’m confident this relationship will provide our members with the information and support needed to meet their financial planning needs.”

As fiduciary advisors, RichMark strives to provide their clients and the broader community with the necessary tools and information to make quality financial decisions that enrich their lives. They help clients reach their goals by holding to their fiduciary responsibility to do only what is in the best interest of their clients, This helps create a lifelong bond that allows them to know their clients’ true financial needs.

Richard Marotzke, Kevin Sims and Trey Newsham from RichMark will be providing their services to United Bay Community Credit Union members by appointment at all Ubay branches. Products and services provided by the wealth management firm include investment services, tax strategies, estate planning, annuities, various insurance offerings, and more.

United Bay Community Credit Union is a full-service financial institution providing services to anyone who lives, works, or worships in the state of Michigan. Branch locations are in Bay City, Coleman, Mattawan, Pinconning, and Portage.