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Three Transitions to Retirement: Webinar

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your […]

Event

Women and Investing: Webinar

There’s no denying the facts: Women tend to earn less and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men. Here’s an opportunity to attend a valuable, virtual seminar on this important topic. Women and Investing: Steering Toward […]

Community Spotlight

Financial Education Sessions Presented at Mynderse Academy in Seneca Falls

Summit employees Christina Jensen (Seneca Falls Branch Manager) and Tina Longwell (Business Relations) virtually visited Mynderse Academy in Seneca Falls to run financial education sessions in their business classes. Using our Mad City Money life simulation game, students were each randomly given a “job,” and over four days, they learned to budget, make smart purchases […]

Blog Post

Looking Ahead

How do we plan for the future when we can’t predict it? Our President & CEO Laurie Baker shares her thoughts.

Covid-19 Update

May 3

Effective Monday, May 3: The Delaware/Hertel branch will resume to full-service. If you would like to sit with a Member Specialist, we recommend you request an appointment.

Event

The Return of Conservative Investing: Virtual Seminar

Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track. Here’s an opportunity to attend […]

Event

How to Weather a Bear Market: Virtual Webinar

When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market. Here’s an opportunity to attend a valuable virtual seminar on this important topic, at no […]

Blog Post

All About IRAs: What You Need to Know for a Better Future

IRAs are a powerful savings tool. However old you are, knowing all about IRAs is important for your future.

Covid-19 Update

April 29

Effective Thursday, April 29: The Delaware/Hertel branch will be available to appointments and drive-up traffic only. The lobby will remain closed to walk-ins until further notice.

Covid-19 Update

April 28

Effective Wednesday, April 28: The Delaware/Hertel branch will be available to drive-up traffic only. The lobby will remain closed, until further notice.

Branch

Delaware/Hertel

Members in Buffalo can visit The Summit’s Hertel location conveniently located in the plaza with Kohl’s. Work with a teller or use our drive-up services to access your account and other financial services like mortgages, checking/savings accounts, and credit cards.

Blog Post

Stop Worrying About Money

We’ve got four tips to help you rest easier about money and brighten your financial future, too.