Who we are
We are a dedicated team of specialists committed to your wellbeing and success as an organization.
Insurance isn’t just a small part of life. It plays a significant role in an emotional and financial support system that empowers people to make confident decisions. We dedicate ourselves to helping organizations contribute to the overall wellbeing of their business and employees and recognize there are other important considerations beyond insurance.
Being a part of Allegacy Federal Credit Union gives us – and in turn, YOU – access to additional financial products for both your business and your employees. If you’re ready to create a truly unique and brand-building experience, talk to us. It’s our specialty.
Our beliefs shape our actions
You’ll find us in your community supporting people and groups in need, encouraging small businesses, championing the arts, and helping our neighbors learn what financial wellness means for them.
Our clients are our priority, and we take great joy in bringing the best to you. From pursuing the most effective health and wellness programs to the most innovative ideas in benefit plan design, we learn so we can share. We are at our best when we can help you and your employees achieve your best. Let’s be our best selves together!