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.

Welcome to our new business partners:

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

grandmother listening to granddaughter tell a story while sitting in her lap in front yard, elegant home in backgroundDid 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.org/planforit

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.

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!

We are focused on promoting financial health for our membership, staff and community. We know time is in short supply and banking often takes a back seat to living. Help your employees prepare for their future with short and engaging learning modules, virtual and onsite workshops or one-on-one budget coaching.

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:

Employee Intro 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.

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 brochure!

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. Learn more about the impact we have had in 2021.

 

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

  • Business Development Manager
  • Phone: 336.774.2715
  • Locations: Westbrook Headquarters

Larry Cozza

  • Business Development Specialist
  • Phone: 336.774.2771
  • Locations: Westbrook Headquarters

Debbie McCliment

  • Sr. Community Development Specialist
  • Phone: 336.659.2010
  • Locations: Westbrook Headquarters