Banking & Finance
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WSFS Bank: Why This Winter Could Be a Great Time to Get Back into House Hunting
Over the past two years, the real estate market has pivoted many times. Depending on where you live, you might have experienced a hold on the market at the beginning of COVID-19, then there was a slight dip as the unknown of the pandemic loomed, and finally the market that we have been experiencing this…
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First Resource: A Small Bank That Offers Big Benefits
With a financial institution seemingly on every street corner, choosing where to bank can appear like a daunting task. However, it’s actually quite simple when you choose the one voted “Best Bank in Chester County” — First Resource Bank — for the past five years. The designation is proof that the best things often come…
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Citadel Credit Union Hires Phil Sutliff as Head of Business Banking
Citadel Credit Union has hired Phil Sutliff as its Head of Business Banking. Sutliff joins Citadel from Blue Federal Credit Union in Colorado, where he served as the Vice President of Business Banking, and he previously held leadership roles at both Santander Bank and Bank of America. At Citadel, Sutliff will focus on building and…
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GPCD Partners of Media Now Stands on Bigger Shoulders of Wipfli Accounting
Wipfli, one of the nation’s 20 largest accounting and consulting firms, has acquired GPCD Partners in Media, writes Jeff Blumenthal for Philadelphia Business Journal. The 10-person firm became part of Wipfli on Dec. 1. The acquisition gives Milwaukee-based Wipfli 90 Philadelphia-area employees, including 40 CPAs. GPCD’s one partner, John Papandon, has known one of the…
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‘We’re Quickly Growing Here’: Need for More Elbow Room Prompts Meridian Bank to Purchase Building in Exton
After outgrowing its Malvern headquarters, Meridian Bank has purchased a 32,800-square-foot office building in Exton. The site will be used for the expansion of the financial services company, writes Natalie Kostelni for the Philadelphia Business Journal. Meridian bought 367 Eagleview Boulevard for $3.69 million from Willner Properties, which acquired the site that was vacated by…
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Malvern Bank: Insurance Is ‘Snow’ Joke
Are you ready for winter? For many of us, being prepared for the cold winter months means replacing your warm-weather wardrobe (shorts, swimming suits, short-sleeve shirts) with winter attire (heavy coats, sweaters, snow boots, etc.). But what about your home? According to Covered, an independent insurance agency and digital resource for information on insurance, your…
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As Presenting Sponsor, Meridian Bank Helps United Way of Chester County Launch First Annual Golf Outing
United Way of Chester County will host its First Annual Golf Outing on April 26 on the lush, picturesque greens of Penn Oaks Golf Club in West Chester. Participants will unite for the worthy cause of contributing vital support to UWCC in its fight for the education, health, and financial stability of every person in…
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Malvern Bank’s Mortgage Minute: Best Home Improvements That Will Boost Your Home’s Value
Every year, American homeowners spend more than $400 billion on home renovations. The average home remodel project costs between $3,000 and $25,000, depending on the scale of the renovations. Large-scale and whole-home renovations can go as high as $150,000 from beginning to end. But what are the best home improvements that will increase your home…
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Three Signs of Recent Pa. College Grads: Framed Diplomas, Ready Resumes, Mountainous Student Debt
The Class of 2020 at Pennsylvania’s colleges and universities carried the third-highest level of student debt nationwide, according to the recently released 16th annual report by The Institute for College Access & Success (TICAS). Patty Tascarella peered into that financial hole for the Philadelphia Business Journal. The TICAS report provides an overview of debt for…
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C&N Partners with Carefull, New Service Built to Organize and Protect Older Adults’ Daily Finances
C&N is partnering with Carefull, the first service built to organize and protect older adults’ daily finances, to provide its customers with Carefull’s safe money monitoring technology. In becoming the Financial Caregiving Partner to C&N, Carefull’s artificial intelligence platform will help C&N’s senior customers by analyzing checking, savings, and credit card accounts for more than…
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Malvern Bank Demonstrates Its Commitment to Education by Awarding $20,000 to Five Local Independent Schools
Malvern Bank, National Association has awarded $20,000 in Opportunity Scholarship Tax Credit (OSTC) funds to five local independent schools. The OSTC program, administered by the Pennsylvania Department of Community and Economic Development, provides tax credits to eligible businesses contributing to an Opportunity Scholarship Organization. These contributions are then used by organizations to provide tuition assistance…
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WSFS Bank: This Holiday Season, Approach Your Spending with an Eye on Saving
It seems everywhere we turn right now, experts are telling us to start our holiday shopping early, as supply chain challenges are expected to impact inventories for a large variety of products through the end of the year and possibly beyond. Coupled with rising inflation, this year’s holiday shopping budgets may feel particularly crunched, and…
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WSFS Bank Sets Up Collection Sites to Fight Food Insecurity in the Philadelphia Region
WSFS Bank has launched its 18th Annual Fall Food Drive to combat food insecurity across the Greater Philadelphia and Delaware region. WSFS banking office locations in Philadelphia, Bucks, Delaware, and Montgomery Counties (as well Burlington and Camden Counties in NJ) will serve as convenient food deposit centers. Donations are being sought from customers, members of…
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Professional Collaboration Between Two Local Businesses and the Philadelphia Eagles Gives Players a Reason to Smile
Philadelphia Eagles fans hear the phrase repeatedly during game coverage: “Business X is the official [car dealer, airline, power drink, etc.] of the Philadelphia Eagles. But does anyone have a clear idea of what that means? Two local businesses do. Firstrust Bank is the team’s official bank. And Advanced Dental Esthetics is its sole dental…
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Wawa Employees’ Credit Union Merging With Franklin Mint Federal Credit Union
The Wawa Employees’ Credit Union (WECU) out of Media is planning to merge with the Franklin Mint Federal Credit Union, writes Jeff Blumenthal for Philadelphia Business Journal. Board treasurer and credit union manager Sara Dougherty said in a letter to members that WECU’s board voted to seek regulatory approval in hopes of providing members with…
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C&N Announces 2022 Calendar Contest Winners
C&N’s annual calendar photo contest has concluded, with Erica Shirley of Painted Post, N.Y., earning the grand prize. Each spring, C&N hosts a calendar photo contest for local amateur photographers. The winning photos are featured in the bank’s upcoming calendar. In August, a panel of C&N employees selected 12 photos for the 2022 calendar, with…
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Are You Covered? Malvern Bank Explains the Benefits of Working with a Non-Captive Insurance Agent
When it comes to buying insurance, consumers have two primary options available: Captive Agents and Non-Captive Agents. While both can provide insurance services, the two types of insurance agents operate differently, and it is important to know the differences. In short, captive insurance agents are contracted to work for one insurance company and can only…
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Customers Bank Makes Bold Move with Cryptocurrency Clients
Customers Bank, the $19.1 billion subsidiary of Customers Bancorp, Inc. has released a partial list of inaugural institutional crypto clients. The clients identified are among the premier cryptocurrency and digital asset institutions, making the bank one of the nation’s leading financial services providers in the growing global crypto industry. “We’re proud to be attracting these…
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