Bringing Our Best to You

Welcome!

Offering Allegacy membership as part of your employee benefits package helps demonstrate how you are invested in the financial wellbeing of your workforce.

Exciting news!

We are excited to share that our 18th financial center was opened this October at Prosperity Church Road in Charlotte! In addition, we will celebrate the relocation of our Mocksville Financial Center to 822 Valley Rd., Mocksville this winter!

Employer Benefits

As an exclusive partner with Allegacy, we offer key no-cost features to benefit your organization. Your dedicated Business Development partner will work with you to understand your specific business needs to tailor a plan to best help you and your employees be their best. And, we will do the work and make it easy for you!

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Financial Wellness Workshops

We are focused on promoting financial health for our membership, staff and community.  Help your employees prepare for their future with short and engaging learning modules, virtual and onsite workshops or one-on-one budget coaching.

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Virtual or Onsite Visits + Socials

Your dedicated Business Development partner is available for your new hire orientations, staff meetings, benefit fairs and employee wellness events. We will work with you to improve their financial wellbeing and employee morale — think lunch & learns, ice cream or smoothie socials!


It’s easy to become a member and the benefits are endless.  Watch this video to learn more:

Introduction to Allegacy

Employee Benefits

Employees can enjoy Allegacy membership in many ways in addition to the 24/7 digital solutions, great loan rates, high deposit yields and fewer or lower fees than banks.

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Financial Wellness

Keep your employees engaged and on track to reach their financial goals with seminars, workshops, videos and more.

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Checking Accounts

Our checking accounts work smarter and harder for you with features like higher yields, lower fees and lots of free services including digital access.

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Flexible Loan Terms + Affordable Rates

We offer loans on new, used and refinanced vehicles, real estate loans, including mortgages and home equity loans, and lines of credit that offer up to 100% loan-to-value.

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Medical Professionals Package

‌As a medical professional, caring for your patients can be a 24/7 commitment. Let us provide the same care for your financial needs.

Be Informed

For more information on how Allegacy helps members take control of their finances while pursuing the personal goals that mean the most, check out our list of brochures!

View Our Digital Brochure Rack

Community Highlight

We are proud of our commitment to being an integral part of the community where we live, work, and play.

  • Allegacy contributed
    $560K+

    to non-profit organizations, schools and chambers of commerce within our communities

  • As Presenting Sponsor of SummerLark 2022, Allegacy helped raise
    $65,000

    to fund Atrium Health Wake Forest Baptist’s Cancer Patient Support Program with a total raised of $310,000 (and counting!)

  • The Allegacy team spent
    5200

    hours volunteering and providing financial education

Business + Community Development Team

This team focuses on serving Allegacy’s Select Employee Groups, Associations, and Student Run Credit Unions. Your dedicated Business Development partner will work with you to establish a customized plan to optimize your relationship with Allegacy. To schedule, a virtual or onsite meeting or financial wellness workshop contact your Business Development partner via the contact link below.

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Jessica Harpe

Business Development Manager

Phone: 336.774.2899

Locations: Westbrook Headquarters

Larry Cozza

Larry Cozza

Business Development Specialist

Phone: 336.774.2771

Locations: Westbrook Headquarters

Russ Fields

Business Development Specialist

Phone: 336.774.2691

Locations: Westbrook Headquarters

Alexa Brown

Business Development Specialist

Phone: 704.900.6913

Locations: Queens Road, Prosperity Church Road