• C&N Promotes Brian Tevlin to Director of Investment Services

    C&N Promotes Brian Tevlin to Director of Investment Services

    C&N Wealth Management continues to strengthen its team with the promotion of Brian Tevlin to Director of Investment Services. In his new role, Tevlin will lead and expand C&N Wealth Management’s relationship with LPL Financial. “I’m honored to step into this new role and oversee such a strong, established team,” said Tevlin. “I look forward…

  • Forbes: Vanguard Continues to Lead as Innovator in Money Management Business 

    Forbes: Vanguard Continues to Lead as Innovator in Money Management Business 

    Since it was founded in 1975, Malvern-based Vanguard has been known as the biggest innovator in the money management business, writes Randy Bean for Forbes.  The company’s founder, John Bogle, created the first index fund for individual investors. For nearly five decades, the investment management behemoth with over $9.3 trillion dollars in assets has been…

  • Penn Community Bank Releases Second Issue of Business-Focused Magazine

    Penn Community Bank Releases Second Issue of Business-Focused Magazine

    Penn Community Bank, the largest independent mutual bank in eastern Pennsylvania, has released its second issue of its business magazine, Mutual Interest.  Building on the success of its inaugural edition, this issue focuses on the theme of “The Power of Authentic Partnerships” and offers timely economic updates, actionable content from thought leaders, and inspiring customer spotlights.…

  • The Power of Corporate Social Responsibility

    The Power of Corporate Social Responsibility

    In today’s business landscape, successful companies must go beyond simply generating profits. Increasingly, consumers and employees have an expectation — and I believe businesses have a responsibility — to be good corporate citizens and make a positive impact on the communities they serve. This is the essence of corporate social responsibility (CSR), and it’s a…

  • Meridian Bank Sponsors Devon Fall Classic, SVP of Commercial Lending Presents Feature Class Award

    Meridian Bank Sponsors Devon Fall Classic, SVP of Commercial Lending Presents Feature Class Award

    Meridian Bank was the Wheeler Sponsor of the Devon Fall Classic, which spanned from Sept. 12-15. On Sept. 13, Marc Pelletier, SVP of Commercial Lending, had the honor of presenting the “Speed Stake” Award ($10,000) to the Feature Class champion in the Dixon Oval. The Devon Fall Classic is a signature Main Line tradition and…

  • Penn Community Bank Commits $35,000 to DelVal, Helps to Ensure ‘All Students Have Opportunity to Succeed’

    Penn Community Bank Commits $35,000 to DelVal, Helps to Ensure ‘All Students Have Opportunity to Succeed’

    Penn Community Bank, the largest independent mutual bank in eastern Pennsylvania, has committed $35,000 to Delaware Valley University, aimed at supporting student success and addressing technology needs. The majority of the funds ($25,000) will provide scholarships to low- to moderate-income students across all majors, helping to alleviate financial barriers to higher education. Additionally, a second…

  • New Contest from Firstrust Bank, Philadelphia Eagles to Give ‘Brotherly Shove’ to a Local Business’s Bottom Line

    New Contest from Firstrust Bank, Philadelphia Eagles to Give ‘Brotherly Shove’ to a Local Business’s Bottom Line

    New for this football season, Firstrust Bank and the Philadelphia Eagles have teamed up for the Brotherly Shove Business Spotlight, a program focused on supporting and promoting businesses in the Greater Philadelphia area. The Brotherly Shove Business Spotlight will award one Greater Philadelphia business up to $40,000 in promotional assets, including mention on the Eagles…

  • Ambler Savings Bank Employees Volunteer in Honor of 150th Anniversary

    Ambler Savings Bank Employees Volunteer in Honor of 150th Anniversary

    To celebrate 150 years of service to customers and the community, Ambler Savings Bank’s four branch locations closed early on Sept. 17 for employees to volunteer. The Bank partnered with five non-profit organizations across Montgomery and Berks counties. Over 50 employees spent the afternoon making an impact at the following organizations: The idea was developed…

  • Firstrust Bank Leads $1 Billion Banking Facility for College Ave

    Firstrust Bank Leads $1 Billion Banking Facility for College Ave

    Firstrust Bank, as lead bank for College Ave, has arranged a $1 billion banking facility to help fuel the continued growth and success of College Ave’s student loan program. The collaboration demonstrates Firstrust’s commitment to innovation through Banking-as-a-Service (BaaS) solutions. “Firstrust’s role as the lead banker in this partnership demonstrates our capacity to support large-scale…

  • Top 5 Misconceptions about Data Security and Fraud Prevention

    Top 5 Misconceptions about Data Security and Fraud Prevention

    Bringing his extensive expertise from the FBI, Rick Cimakasky manages Penn Community Bank’s robust customer and data safety protocols — guarding assets while understanding and addressing emerging threats in the ever-evolving landscape of financial crimes. Many business owners have dangerous misconceptions about what it takes to properly secure their data and prevent fraud. Let’s debunk…

  • From Italy to Norristown: How Via Veneto Expanded in Montco with Ambler Savings Bank’s Support

    From Italy to Norristown: How Via Veneto Expanded in Montco with Ambler Savings Bank’s Support

    Making authentic, fresh pizza is second nature for the family-owned and operated Via’s Pizza and Via Veneto based in Norristown and East Norriton, respectfully. But even with the freshest ingredients and strongest family ties, sometimes you have to pivot and seek help when you face a challenge. That’s exactly what owners, Domenic Stabile and Vito…

  • Refinance Ready? Key Considerations for When to Refinance Your Mortgage

    Refinance Ready? Key Considerations for When to Refinance Your Mortgage

    Interest rates have continued to impact many aspects of consumers’ lives in recent years. After record-low rates early in the pandemic gave way to mortgage rates higher than they had been for more than a decade, many homebuyers and sellers have been left on the sidelines. Homeowners who were able to lock in their rate…

  • Montgomery County Leadership: Gary Golden, CEO, Propell Credit Union

    Montgomery County Leadership: Gary Golden, CEO, Propell Credit Union

    Gary Golden, CEO of Propell Credit Union, spoke with MONTCO Today about growing up in Michigan and West Chester. He recalled idyllic memories of playing outside all day long in the summer and playing football, baseball, and basketball until an injury cut his college football career short. Golden described juggling work, college, and starting a…

  • RBC Wealth Management Adds Wells Fargo Advisors Team in Conshohocken

    RBC Wealth Management Adds Wells Fargo Advisors Team in Conshohocken

    RBC Wealth Management has added a Conshohocken team from Wells Fargo Advisors which manages $455 million in assets, writes Jeff Blumenthal for the Philadelphia Business Journal. Salon Magura Private Wealth Group is led by name partners Rob Salon and Pari Hashemi Magura and also includes client associates Catherine Playford and Olivia Lawler. According to Scott Ceniccola,…

  • Firstrust Banks Partners with African-American Chamber of Commerce of PA, NJ & DE, Expands Financial Resources for Black Businesses

    Firstrust Banks Partners with African-American Chamber of Commerce of PA, NJ & DE, Expands Financial Resources for Black Businesses

    Firstrust Bank has partnered with the African-American Chamber of Commerce of PA, NJ, and DE to support local entrepreneurs with trusted financial resources to foster growth. As Philadelphia’s Hometown Bank and the Official Bank of the Philadelphia Eagles, Firstrust is committed to cultivating prosperity for all businesses in the Greater Philadelphia region. This partnership reflects…

  • C&N Invests in Local Education, Donates More Than $920,000 to Area Schools and Nonprofits

    C&N Invests in Local Education, Donates More Than $920,000 to Area Schools and Nonprofits

    C&N recognizes the importance of investing in local education and has donated $921,556 to area Educational Improvement, Scholarship, and Pre-Kindergarten Scholarship Organizations. These donations were made under the Educational Improvement Tax Credit (EITC) Program. Education is key to a strong and prosperous community. However, there are many budgetary roadblocks preventing children from receiving the level…

  • WSFS Bank Donates $50,000 to Nonprofit Organizing 250th Birthday Celebrations for Navy, Marine Corps

    WSFS Bank Donates $50,000 to Nonprofit Organizing 250th Birthday Celebrations for Navy, Marine Corps

    WSFS Bank has donated $50,000 to Homecoming 250 Navy Marine Corps, a nonprofit organizing 250th birthday celebrations for the Navy and Marine Corps in Philadelphia and Camden in 2025. “This support for our effort to celebrate the Navy and Marine Corps 250th birthdays in their Delaware Valley birthplace is greatly appreciated,” said Homecoming 250 President…

  • Don’t Give Real Money to Fake Charity Scams

    Don’t Give Real Money to Fake Charity Scams

    Each year, Americans contribute over $400 billion to charity, but scammers exploit our generosity. Let’s explore the warning signs of charity scams, how to protect ourselves, and ensure our donations benefit legitimate causes. How Fake Charity Scams Work Scammers create deceptive charities that appear genuine and prey on our emotions. They capitalize on current events,…