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Community. Its where we live and work and grow. Strong communities thrive when people support local jobs and businesses. Thats what Heritage Financial Credit Union is all about. We exist solely to empower and support the financial growth of our people and our communities. We offer all of the full service capabilities as a big bank - checking, savings, loans, online banking and so much more - but we dont pay shareholders. Earnings are put back in the form of lower rates, member dividends, jobs, community support, financial literacy and philanthropy. For over 80 years, weve been helping members achieve their financial goals. Since, 1940, Heritage Financial CU has been a not-for-profit cooperative association. Member accounts are fully insured up to $250,000 by the NCUA. Anyone who lives, works, worships, or goes to school in Orange, Ulster, Dutchess, Rockland, Sussex, or Pike counties can open an account with as little as $0.01. Delivering world-class service through personalized banking...every member, every time. Federally Insured by NCUA • Equal Housing Opportunity • Equal Opportunity Employer • Privacy Policy: https://heritagefcu.com/privacy-notice/
Carolina Family Estate Planning was built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You want to know youve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your children would be taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you. That is our focus as well. Please explore our website to discover how we are different – how we thoroughly protect your children with our Kids Protection Plan™ and guide you to pass on more than just your financial assets in the planning process! Turn to Carolina Family Estate Planning for: •Wills •Living Trusts •Naming Guardians for Children •Kids Protection Plan •Advanced Planning & Asset Protection •Special Needs Planning •Business Formation & Compliance •Business Succession Planning •Probate •Trust Administration •Priceless Conversations •And much more...
Unified Health Plan is an integrated group health plan, offering both level-funded and partially self-funded options for employers with 2 or more employees. We offer innovative value-based strategies that align provider and employer incentives to focus on the cost drivers of a health plan. Unified has a network of more than 20,000 doctors, hospital and pharmacies to provide you with comprehensive access throughout Kansas and more than 1,000,000 doctors, hospitals and pharmacies across the country. Members receive comprehensive benefits and have access to services such as care navigation and chronic disease management.
Nexxess International is a National Private Trust Management Company, located near Dallas, TX. Today, Nexxess has more than 200 consulting partners and we manage wealth and trusts for clients. As a leader in complex trust structuring, Nexxess can help both clients, large or small. We have staff of many different skill sets, including Financial Planners, Enrolled Agents, CPAs, Attorneys and more.
Small business banking and money management tools to put you in complete control of what your business is earning, spending and saving. The official banking platform of Profit First. Bank with Relay for: ✅ No fees or minimum balances that tie up cash flow ✅ Up to 20 checking accounts to organize income and expenses ✅ Spending management using 50 physical or virtual debit cards ✅ Payments and deposits via ACH transfers, checks and wires ✅ Secure, role-based access to team members and financial advisors ✅ Personalized customer support by email, phone or chat - Relay is a financial technology company, not a bank. Banking services and FDIC insurance are provided through Thread Bank; Member FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.