Wells Fargo Bank

CU Strategic Planning, based in Tacoma, WA, specializes in enhancing the impact of credit unions through comprehensive consulting services, including CDFI certification, grant writing, and compliance reporting. With a proven track record of securing over $1 billion in funding and earning 541 awards, they empower credit unions of all sizes to become mission-driven and sustainable. The firm offers transformative meeting facilitation to align financial priorities with strategic visions, as well as full-service executive search solutions tailored to the credit union sector. Additionally, they provide targeted training for community development-oriented credit unions to engage and empower staff, ultimately unlocking opportunities for their members. Generated from the website

Heritage Bank, located in Tacoma, WA, is a trusted financial institution that has been serving the community for over 30 years. Led by Brett Willis, their experienced commercial banking team specializes in a wide range of industries, including commercial real estate, healthcare, nonprofits, and manufacturing. With a commitment to community involvement, Heritage Bank supports local organizations such as the Pierce College Foundation and the Tacoma Art Museum. They offer a comprehensive array of banking services and tools to help businesses and individuals achieve their financial goals. As a customer-centric bank, Heritage Bank understands the unique needs of their clients and strives to provide personalized solutions. They have partnered with Elavon to offer merchant services that make it easy for businesses to accept various payment methods from anywhere in the world. Additionally, their Community Development Entity focuses on financing businesses in economically distressed areas, revitalizing underserved communities. With their convenient mobile check deposit feature and informative Banking Business Magazine, Heritage Bank is dedicated to empowering their customers with the resources they need to make informed banking decisions. Generated from the website