Allegacy Federal Credit Union
Credit Union
Why pick this one
Allegacy Federal Credit Union offers North Carolina banking, lending, insurance, and wealth management, including a 15/15 adjustable-rate mortgage.
Best for
- North Carolina residents seeking combined banking, borrowing, insurance, and wealth management
- Homeowners interested in a 15/15 adjustable-rate mortgage
- Homeowners seeking a home equity line of credit
- Members planning for retirement income or estate needs
- Customers wanting checking, savings, lending, and financial planning from one institution
Specialties
- 15/15 adjustable-rate mortgages
- home equity lines of credit
- mortgage eliminator loans
- retirement income planning
- estate planning
- personal financial planning
- life insurance
Certifications
- Allegacy Financial Federal Credit Union
- LPL Financial
- FINRA
- SIPC
What makes them different
- Offers personal, small business, commercial, and wealth management services
- Provides a 15/15 adjustable-rate mortgage with a fixed rate for 15 years before one adjustment
- Offers a Mortgage Eliminator Loan with advertised rates as low as 5.30% APR
- Provides investment, retirement income, personal financial, and estate planning through Allegacy Wealth Management
- Offers account management, bill payment, and money transfers through mobile and online banking
Distilled from this business's own website.
Contact & Location
- Address
- 1691 Westbrook Plaza Dr, Winston-Salem, NC 27103
- Phone
- +13367742855
- Website
- https://www.allegacy.org/financial-planning/
Services
- checking accounts
- savings accounts
- credit cards
- home loans
- vehicle loans
- personal loans
- insurance
- investment services
- retirement planning
- estate planning
- wealth management
- digital banking