Bringing Our Best to You


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

Say hello to our newest members!

J.G. Coram Co., Mt. Airy, NC

Leonard Aluminum Utility Buildings, LLC, Mt. Airy, NC

Egger Wood Products, LLC,  Linwood, NC

Allegacy Investment Group Highlight

Did you know that your employees have access to financial + retirement planning services with Allegacy Investment Group since you are a select employee group of Allegacy?

Families today come in so many shapes and sizes. We know each and everyone deserves a plan – and we want to ensure your employees know where to start. Whether just starting a plan, building momentum, or trying to stay the course on an existing plan the Allegacy Investment Group, is here to help every family build a solid plan and make adjustments along the way to ensure a smart financial future.

Are your employees prepared for the future? Help them get started by sharing this link: Allegacy Investment Group

Disclosure: Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

grandmother listening to granddaughter tell a story while sitting in her lap in front yard, elegant home in background

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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Allegacy Visa Signature Rewards

Visa is accepted at more than 10 million ATMs, restaurants and stores across the world with 24/7 Fraud Protection! Plus cardholders can earn points for every dollar they spend.

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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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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.

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

    to our community by funds raised, charitable contributions + more

  • As Presenting Sponsor of Winterlark 2021, Allegacy helped raise

    to fund Atrium Health Wake Forest Baptist’s Cancer Patient Support Program

  • The Allegacy team spent

    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.

Sherri Scott

Sherri Scott

Business Development Manager

Phone: 336.774.2715

Locations: Westbrook Headquarters

Larry Cozza

Larry Cozza

Business Development Specialist

Phone: 336.774.2771

Locations: Westbrook Headquarters

Debbie McCliment

Debbie McCliment

Sr. Community Wellbeing Specialist

Phone: 336.659.2010

Locations: Westbrook Headquarters