Banking & Finance
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C&N Wealth Management Welcomes Edward Kamradt and Craig Morgenstern
C&N Bank expands its Wealth Management team with the addition of Edward “Ted” Kamradt as VP and Senior Wealth Advisor and Craig Morgenstern as VP and Senior Investment Officer, both located in the Doylestown office. Ted Kamradt, who most recently held a wealth management position with Citizens Bank, is joining C&N as Senior Wealth Advisor.…
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Firstrust Bank Remains Steadfastly Committed to Point Breeze, the Community Where It All Began
Established in 1934, Firstrust Bank has deep-rooted history in the Point Breeze neighborhood of South Philadelphia, where founder Samuel Green was driven by a vision to create a secure haven for homeownership at a time when commercial banks were not lending to certain segments of the community. Firstrust Bank has evolved through the decades, expanding…
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Penn Community Bank’s James Li Named Future Under 40 Award Winner by PA Bankers
James Li, senior vice president/commercial and industrial lending team leader at Penn Community Bank has been recognized as a rising star by the leading largest financial services industry organization in the state. Li is a recipient of a Future Under 40 Award from Pennsylvania Bankers Association for making a tremendous impact on his institution, the…
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3 Key Areas to Bring Small Business Expenses into Focus
When it comes to managing expenses for a small business owner or operator, every dollar spent contributes to cash flow and long-term profitability. Efficient expense management requires a keen eye on accounts payables, having proper budgeting and auditing processes in place, and understanding the risks associated when expenses become overwhelming — and how to prevent…
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C&N Donates $20,000 Through EITC Contributions to North Penn YMCA
C&N, a leading financial services company across Pennsylvania and New York, recently donated $20,000 to the North Penn YMCA under the Educational Improvement Tax Credit Program (EITC). The North Penn YMCA was established in 1955 and has a long history of providing programs and services for children, teens, seniors, families and those with special…
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WSFS CARES Foundation Provides Third-Quarter Grants to Organizations in Delaware and Pennsylvania
The WSFS CARES Foundation, the charitable giving arm of WSFS Bank, has provided grants to four organizations located in Delaware and Pennsylvania as part of its continuing series of philanthropic activities. “At WSFS, we envision a day when everyone will thrive,” said Patrick Ward, Executive Vice President and Pennsylvania Market President at WSFS Bank and…
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First Bank: Fighting Check Fraud with Knowledge
Combatting fraudulent activities seems like a full-time job these days. Everything we can do to try and prevent being defrauded is important – even down to the type of pen we use to write checks! A type of fraud involving altering checks called “check washing” is on the rise. The scam is relatively simple: Criminals…
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Regional Consumers Continue to Adapt Spending and Saving Habits, Per WSFS Bank’s Money Trends Study
Nearly four in 10 regional residents (38 percent) are spending more money now compared to last year, while only 21 percent in the region are saving more, according to a Money Trends study from WSFS Bank. Half of respondents have heard of but never used savings tools like certificates of deposit (50 percent), while 51…
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Taking the First Step as a New Business Owner
So, you have a product or service you want to share and you know that your business could be successful, but you’re just not sure where to begin. You’re not alone. Starting a new business can be very intimidating to someone who is not familiar with the process. With so many things to consider and…
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Daily Bread Community Food Pantry Raises Over $10,000 with Help from Ambler Savings Bank
Inflation coupled with a sharp decrease in Supplemental Nutritional Benefits (SNAP) earlier this year, Daily Bread Community Food Pantry has seen a huge spike in clients who are struggling to put food on the table. In order to keep up with demand, they launched a summer donation campaign thanks to help from Ambler Savings Bank.…
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As Official Bank of the Eagles, Firstrust’s ‘Take It to the House’ Sweepstakes to Change One Lucky Winner’s Life
Seven years ago, in a home game against the Minnesota Vikings on Oct. 23, 2016, Josh Huff returned a kickoff 98 yards for a second-quarter touchdown that propelled the Philadelphia Eagles to a 21-10 victory. It was the last time the Eagles returned either a kickoff or punt for a touchdown at home. The law…
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Penn Community Bank to Partner with Urban League of Philadelphia to Support First-time Homebuyers
Penn Community Bank, the largest independent mutual bank in eastern Pennsylvania, has donated $100,000 to the Urban League of Philadelphia to support the nonprofit’s first-time homebuyer and financial literacy program. The money will also help expand access to the Urban League’s Entrepreneurship Center. “We’re committed to building thriving communities throughout the region through relationship-based financial services and…
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Firstrust Bank’s Commitment to Community Shines Bright at Olympic-Style Event for Children with Disabilities
Firstrust Bank, a longtime supporter of Variety — The Children’s Charity of the Delaware Valley, played a pivotal role in the success of the 22nd annual Annie Madden Sunshine Games held recently at the nonprofit’s campus in Worcester Township. The event brought together children and young adults with disabilities, and Firstrust Bank’s support — which…
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Citadel Credit Union Commits to Donating $1 Million to CHOP with Renewal of Parkway Run & Walk Sponsorship
Citadel Credit Union will renew its longstanding, award-winning partnership with Children’s Hospital of Philadelphia (CHOP) by signing on as presenting sponsor of the CHOP Parkway Run & Walk through 2027. Through this sponsorship, Citadel has committed to donating at least $1 million over four years to support breakthrough pediatric cancer research at the Cancer Center at CHOP. Citadel, a member-owned, not-for-profit credit union,…
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How to Identify and Report Financial Fraud in Pennsylvania
Financial fraud comes in many forms, but the goal is always the same: to illegally gain access to your finances. It can happen to anyone, so if you’re a credit union member in Pennsylvania, it’s important to be vigilant and understand what to do if you or your loved one is the victim of a…
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Penn Community Bank, St. Luke’s Continue Summer Meals Program Partnership
Penn Community Bank, the largest mutual bank in eastern Pennsylvania, has once again partnered with St. Luke’s University Health Network to ensure no Quakertown-area child goes without a nutritious lunch during the summer months. “As a community bank, we’re committed to building thriving communities – now, and into the future. That begins by ensuring children…
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Bob Marino Departing Citizens Financial Services to Join Trusted Land Transfer as Executive Chairman
Longtime banker Bob Marino has resigned as a Citizens Financial Services board member and chief revenue officer to focus on his role as chairman of Fort Washington-based title insurance company Trusted Land Transfer, writes Jeff Blumenthal for the Philadelphia Business Journal. Marino joined Citizens Financial just over two months ago as part of its $67…
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Ambler Savings Bank Teaches Teens How to Manage and Open Their Own Bank Account
Teenagers are coming into an age where financial literacy and management is a much-needed skill, and Ambler Savings Bank is offering them the chance to jumpstart their way to monetary know-how with the Honors Banking Program. Offered to all students in 9th to 12th grade, the spending and savings accounts offer a variety of perks…
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