Local Services<\/strong><\/p>\n<\/div><\/div><\/div>At Widget Financial, we are a local not-for-profit credit union that is shared by more than 46,000 members. Instead of stockholders found in traditional banks, our members both own and democratically control our financial cooperative. Our member-owners are the heart of our business!<\/p>\n<\/div>
With Widget Financial, you’ll get more than a bank account. You\u2019ll get the confidence of having extra earnings through great rates, fewer fees, and a full range of financial products and services. You can rest assured that you and your family are receiving the best possible blend of price, convenience, and service.<\/p>\n<\/div>
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<\/span>Dedicated Representative<\/h2><\/span><\/div><\/div><\/div><\/div><\/div><\/div>
Widget Financial will assign you a dedicated service representative that will work with you to create a custom program designed to fit the needs of your business. As our partnership continues, your rep will work alongside you to answer any employee questions, host account drives, resolve employee issues, and more.<\/p>\n<\/div><\/div><\/div>
In-Person Visits<\/strong><\/p>\n<\/div><\/div><\/div><\/span><\/div><\/div><\/div><\/div><\/div>
<\/span>Direct Deposit Drive<\/h2><\/span><\/div><\/div><\/div><\/div><\/div><\/div>
Looking to eliminate paper checks? During the Direct Deposit Drive, we can open accounts, answer new account questions, and work with your payroll department to coordinate a smooth direct deposit transition. As an extra incentive, the credit union will provide a special account offer, unique to your company, for any employee opening a new account. We will even bring free lunch for all of your employees!<\/p>\n<\/div>
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<\/span>Financial Presentations<\/h2><\/span><\/div><\/div><\/div><\/div><\/div><\/div>
Widget Financial has created our own series of Lunch and Learn Financial Presentations to provide our community with the knowledge and power they need to make smart financial decisions. We have presentations on a wide range of topics including budgeting, credit repair, homebuying, investing, and more. We can even create a custom presentation based on what your employees need the most!<\/p>\n<\/div>
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<\/span>5 Star Loan Review<\/h2><\/span><\/div><\/div><\/div><\/div><\/div><\/div>
Everyone\u2019s financial situation is unique. That is why Widget Financial created our 5 Star Loan Review. With our Loan Savings Program we will take a look at an individual\u2019s outstanding loans with other financial institutions as well as loans with Widget Financial to determine if we can consolidate their payments. Our representatives will be there to put together a comprehensive plan that works best for the individual while saving the most money.<\/p>\n<\/div><\/div><\/div>
Employee Onboarding<\/strong><\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/span>New Employee Orientation<\/h2><\/span><\/div><\/div><\/div>
Are you looking to enhance your new employee orientation with guest speakers or additional content? Widget Financial representatives are available to attend your New Employee Orientation and help your new team members establish accounts and set up Direct Deposit.<\/p>\n<\/div>
<\/span><\/div>Quick application process<\/strong><\/p>\n<\/div><\/div><\/div><\/span><\/div>Unique account offer<\/strong><\/p>\n<\/div><\/div><\/div><\/span><\/div>Customizable brochure<\/strong><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div>
<\/span>Customizable Brochure<\/h2><\/span><\/div><\/div><\/div>
Let Widget Financial help expand your company\u2019s benefits portfolio. We provide customizable brochures that can be added to your new hire packets. The brochure is designed to help your company easily get to 100% Direct Deposit.<\/p>\n<\/div>
This brochure can be completely customized to include any specific on-boarding instructions, or information you wish to provide for your new hires. Each partner brochure contains a unique account incentive that can be used when opening an account in branch, or through the customized website landing page.<\/p>\n<\/div>
<\/span><\/div><\/div><\/div>Eliminate Paper Checks<\/strong><\/p>\n<\/div><\/div><\/div><\/span><\/div>Is your organization tired of paper checks? Widget Financial has your solution! Our getcash<\/strong><\/em> card is a unique payroll card that allows anyone to have an account with debit card access regardless of their past banking history. With the getcash<\/em><\/strong> card they\u2019ll avoid expensive bank fees and have 24\/7 access to their paycheck. Your employees are getting more than just a prepaid card! Features include:<\/p>\n<\/div><\/span><\/div>No credit checks<\/strong><\/p>\n<\/div><\/div><\/div><\/span><\/div>No sign-up purchase or reload fees<\/strong><\/p>\n<\/div><\/div><\/div><\/span><\/div>No fees for card purchases<\/strong><\/p>\n<\/div><\/div><\/div><\/div>The getcash<\/strong> <\/em>card is designed to help individuals who may have had issues maintaining a checking account in the past. Unlike the big bank nationwide cards, our checking alternative comes with local personalized service providing your employees with the option to resolve account issues or make deposits at any Widget Financial branch location.<\/p>\n<\/div><\/div><\/div>Investment Services<\/strong><\/p>\n<\/div><\/div><\/div><\/span><\/div><\/div><\/div>
<\/span>401k\/Simple IRA<\/h2><\/span><\/div><\/div><\/div>
Offering retirement benefits shows you value your employees, which may help reduce turnover. Let our CFS Investment Center at Widget Financial help guide you. Our Senior Financial Advisor, Brad Schwab provides enhanced service and is available on-hand to assist employees with investment questions. He will set up semiannual one-on-one in person visits to your employees’ financial plan and address any life changes.<\/p>\n
These features can help save the company money by lowering fees and expenses. We do this by switching the company to a more efficient retirement plan that is personalized based on your employees’ specific needs.<\/p>\n<\/div><\/div><\/div>
<\/span><\/div>Bradley D. Schwab<\/strong><\/p>\n<\/div>Senior Financial Advisor<\/strong><\/p>\n<\/div>CUSO Financial Services, LP.<\/p>\n<\/div>
at Widget Financial<\/p>\n<\/div>
814-456-6231 ext. 260<\/strong><\/p>\n<\/div>bschwab@widgetfinancial.com<\/strong><\/p>\n<\/div><\/div><\/div><\/div>