Finance & Insurance
Manchester Investments offers comprehensive, objective investment guidance to individuals and small businesses. We assess our client’s needs and prepare an investment plan. We then work with our clients to implement the plan. We want to help our clients work toward their most important financial goals. Since we are independent, our consultants have access to a broad selection of financial products to choose from and can offer objective recommendations.
We are dedicated to being a top financial resource in the communities we serve by expanding our expertise, strengthening customer loyalty, and maximizing shareholder value.
At Summit, we’re all about helping you turn wishing, waiting and wondering into planning, doing and experiencing. We offer the basic products you want, like checking and savings accounts, credit cards and loans. And we go one step further, providing financial guidance, education, tools, one-on-one coaching and innovative programs to empower you to own your financial life wherever you are in your journey.
Anyone can join Summit Credit Union, and once you’re a member, you’re a member for life. If you move, retire or change jobs, we’ll always be here for you.
And finally, since we’re a not-for-profit financial cooperative, all of our earnings are redistributed right back to our members. Think higher interest rates on savings, lower rates on loans and Cash Boomerang, our patronage dividend to members.
Since the Lincoln administration signed our national bank charter No. 24 in 1863, we’ve drawn on our financial strength to serve customers. This has been especially evident in times of need, such as during the COVID-19 pandemic. Our response by the end of 2020 included a $20 million premium pay program for our employees, relief assistance and 108,000 Small Business Administration Paycheck Protection Program (PPP) loans for our customers, and $30 million in expedited charitable contributions for our communities. As a result, we’re proud to have been named the most essential bank amid the pandemic in a ranking by The Harris Poll.
We also recognize that this past year has fundamentally changed banking by accelerating the shift to digital products and services. We’re positioned well for this future, having launched new tools – like the U.S. Bank Smart Assistant™ – to complement our 26-state branch footprint.
Helping people achieve financial security and realize their personal goals through financial planning!
My Journey started a little over 11 years ago when i started with State Farm as an Agent Team Member. But in fact my Passion started over 28 years ago when I lost my mother due to complications from Multiple Sclerosis. Ever since then I have had a deep burning passion for helping others realize how important is to value the ones they love. One minute your loved one can be in front of you and the next minute they can be gone. Remember that you make a living by what you get, but make a life by what you give. Lastly, my goal is to always provide remarkable customer service by education, trust, and confidence.