Summertime is here, bringing with it all the joys of the season: family vacations, celebrations, and moments to unwind. Amidst this excitement, I want to remind you of the many resources CommonWealth offers to enhance your financial well-being. We are committed to your financial success, and I’m delighted to share some updates and opportunities with you.
We've partnered with industry-leading BALANCE to offer free interactive webinars and confidential financial counseling services. BALANCE's experts provide personalized, one-on-one guidance to help you make informed financial decisions and achieve your goals. We encourage you to take advantage of our Free Financial Coaching services—this is a testament to our enduring purpose: people-helping-people. In addition to financial coaching, we offer free investment advisory services through our partnership with CUSO Financial Services, L.P. (CFS),* an independent broker/dealer. Whether you're planning for a secure retirement, your child's education, or exploring various investment opportunities, our advisors are here to provide complimentary, no-obligation consultations. Our goal is to support your financial journey with tailored advice and a wide array of services, helping your investments align with your aspirations. We also understand the importance of convenience and accessibility. With our free Early Pay Program, you can receive your paycheck up to two days early when you use Direct Deposit. No enrollment is required and we offer it free to all members. This feature helps you get a head start on bills or savings goals, giving you greater control over your finances. Furthermore, your Credit Union membership gives you access to over 30,000 surcharge-free CO-OP Network ATMs, providing easy access to your money no matter where you are.
We know life can get busy, and that’s why we’re here to simplify your financial management. To help you avoid overdraft fees, you have access to automatic overdraft transfers from your savings account at no cost. This benefit is designed to help you manage your finances more effectively and provide peace of mind. We're here to assist you with ensuring your accounts are set up properly, so be sure to contact us with any questions.
At CommonWealth, your feedback is invaluable to us. It guides our efforts and helps us better serve your needs. As we look forward to the remainder of the year, we are dedicated to enhancing your financial health and providing exceptional service. Thank you for your continued trust and membership.
