Banking & Finance
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Citadel Credit Union Discusses the Grants, Loans, and Relief Programs Available to Small Business Owners in PA
Small businesses are essential to the economy, but after the pandemic, some companies may need financial assistance to get back up and running. With small business grants available in Pennsylvania, plus loans and assistance programs dedicated to helping businesses succeed in the post-pandemic era, here are a few opportunities to consider for financial relief this…
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Citadel Credit Union Offers Advice for Getting Your Business Back Up and Running After COVID-19
The COVID-19 pandemic had a massive impact on our daily lives. The way we shop, do business, and work has changed drastically — and local businesses have been affected the most. Now that we’re settling into the “new normal,” the process of re-establishing your business can appear daunting. However, with the right preparation, this time…
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C&N Welcomes Dan Hines as Vice President; Senior Commercial Lending Relationship Manager
Citizens & Northern Corporation (C&N) announced that Daniel Hines has joined the Southeast Region Commercial Lending team as VP; Senior Commercial Lending Relationship Manager based in Doylestown. Hines brings over 31 years of both retail and commercial banking experience to the team at C&N. Most recently, he was a Vice President, Senior Relationship Manager, Commercial Lending…
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WSFS Bank’s Capital Markets Team, International Services Provide Local Furniture Importer ‘Peace of Mind’
For companies that do business all over the world, there is seemingly no shortage of challenges to overcome. Currency exchange and inflation rates that vary from country to country are enough to keep an executive tossing and turning at night. And that is to say nothing of language barriers and the nuances of foreign politics…
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Montgomery County Leadership: Chris Bickel, Main Line Market Leader, Centric Bank
Chris Bickel, Main Line Market Leader at Centric Bank, spoke with MONTCO Today about growing up in Berwyn, the competitive spirit he honed through sports, playing in three national lacrosse championships for Syracuse, and his love of the outdoors. Chris Bickel described how he found his way into the banking industry, his recipe for success…
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Philadelphia Union and WSFS Bank Announce Multi-Year Partnership
The Philadelphia Union has announced a new multi-year partnership agreement with WSFS Bank, the oldest and largest locally headquartered bank and wealth franchise in Delaware and the Greater Philadelphia region, making it the official bank partner and community supporter of the Union and Subaru Park. The agreement marks the first major sports partnership for WSFS.…
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Citadel Credit Union Offers Tips on How to Financially Prepare Your Child for College
The cost of college is often top of mind for parents from the time a child is born, but as your teenager gets closer to their first semester, you may be starting to think beyond the cost of tuition. In addition to scholarships and student loans to cover tuition, room, and board, the first year…
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Meridian Bank Heads South, Opens New Office in Florida
Meridian Bank has opened a new business office in Bonita Springs, Fla. This office will extend Meridian’s full suite of financial products and services to the south Florida market. Wayne Griest, formerly CEO of Continental Bank in Philadelphia, was appointed by Meridian to lead the Florida expansion. After the sale of Continental to Bryn Mawr…
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Montgomery County Leadership: Joseph Cafarchio, Executive Vice President, Meridian Bank
Joe Cafarchio, Executive Vice President at Meridian Bank, spoke with MONTCO Today about growing up as the second oldest of eight children in East Syracuse, New York. He told how he learned responsibility at an early age by helping take care of his younger siblings, including cooking dinners from scratch. As a teenager, Joseph Cafarchio…
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‘We’re Here to Ensure Prosperity’: Citadel Credit Union Launches Business Banking
Citadel Credit Union has officially launched its new Business Banking division — complete with a full suite of products, a new team, and the kickoff of a multichannel marketing campaign entitled “Better Business Banking Has Arrived.” In January, Citadel, which recently reached $5 billion in assets, onboarded a team of business banking experts to build…
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Medicare Education Services Provides a Helpful Path through the Health Insurance Jargon Jungle
The language of financial services can be a complex one for unfamiliar consumers. As a blend of concepts — often peppered with legal jargon and regulatory caveats — the verbiage can easily confuse the public. David Morrison, owner and advisor for Medicare Education Services, Pottstown, has taken the time to define a few. He begins…
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Generational and Gender Differences in Approach to Estate Planning
Since the start of the pandemic, our lives have changed in a variety of ways, from increases in telemedicine and working from home to virtually learning. The new normal has become, well, normal. The pandemic has also created a greater awareness around estate planning, from the very young to those who are advanced in years.…
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Montco Is Home to 23 Least Budget-Friendly Communities in the State, Including Number One
A Seattle software company’s national and statewide analyses of household expenses reveals Montgomery County communities in which monthly bill paying takes the least — and largest — bites. The study by fintech firm doxo shows that nationwide, the monthly outlay for bills is $2,003, which goes to the following: Mortgage Rent Auto loans Utilities Auto…
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C&N Bank Donation Helps Pathway School Make Inroads with Students
C&N Bank has donated $30,000 to Jeffersonville’s Pathway School, under the Educational Improvement Tax Credit Program (EITC). The Pathway School is a nonprofit special education school. Founded in 1961, it serves students ages 5–21 with autism spectrum disorders, intellectual disabilities, emotional disturbances, and other neurological impairments. The school’s mission is to build academic, social, and…
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WSFS CARES Foundation Provides $15,000 in Grants to Seven Nonprofits
The WSFS CARES Foundation, the charitable giving arm of WSFS Bank, has provided $15,000 in grants to be split among seven local nonprofit organizations as part of the Satell Institute’s recent CEO Conference “Impact 2022: A New Era in CSR.” As Chair of this year’s CEO Conference, Rodger Levenson — Chairman, President, and Chief Executive…
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C&N Bank Donates $30,000 to Area School Committed to Nondenominational, Faith-Based Education
C&N Bank has donated $30,000 to Plumstead Christian School (PCS), a nondenominational, faith-based institution with two Bucks County campuses: Plumsteadville and Chalfont. The support was awarded to PTS through the bank’s participation in the Educational Improvement Tax Credit Program. PTS, founded in 1948, educates students from preschool to Grade 12, seeking to launch them into…
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Area Startups Receive Grant Funding from Penn Community Bank, Investments from IDA
Five high-potential, early-stage startups have been selected to receive a total of $125,000 in investment funded by the Bucks County Industrial Development Authority (IDA) along with 12 months of advisory support from Startup Bucks. New this round, seven additional applicants were awarded a total of $30,000 in business grants sponsored by Penn Community Bank. The…
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Just in Time to Defray Summer Expenses, C&N Bank Gives Away Four Franklins
Psst. Hey. Hey you. How’d ya like a quick $400? It’s all above-board, too. C&N Bank has a current promotion going on. It’s rewarding online applicants for a C&N Checking Account with $400. So, the financial institution not only gives out cash, but it also provides a place to put it. And a means to…
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