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SAFE Federal Credit Union Selected as Recipient Of Inaugural MeridanLink Arc Award
SUMTER, South Carolina – SAFE Federal Credit Union received the inaugural Arc Award during MeridianLink’s annual User Forum at Disneyland® Resort in Anaheim, CA. The Arc Awards recognize and celebrate financial institutions that leverage the technology provider’s solutions in creative ways to solve business challenges, fu[...]
SAFE Federal Credit Union Begins Construction on New Irmo Branch
IRMO, South Carolina – SAFE Federal Credit Union broke ground on its newest branch located in the Irmo community of South Carolina on June 2, 2023. Located on Broad River Road, the approximately 2,800 square foot branch is expected to open in late 2023 and will be SAFE’s 19th location. It will serve the communities […[...]
Kim Saunders Joins MEMBERS Financial Services
SUMTER, South Carolina – SAFE Federal Credit Union is pleased to announce that Kim Saunders, Financial Advisor, is joining MEMBERS Financial Services. Saunders, a graduate of North Carolina State University, has over 15 years of experience in the investment services industry including her prior role as LPL Financial Advisor at[...]
Wallick Investments welcomes Lisa Breese, Community Relations Coordinator
Columbia, SC – South Carolina-based RIA firm Wallick Investments, LLC is proud to announce that Mrs. Lisa Breese, with vast career experience in marketing, accounting, leadership, and community services, has joined our firm as Community Relations Coordinator. In addition to team support, her primary focus is sharing Wallick [...]
Faith and factor-based WI Fidelis Index outperforms S&P 500 Index
Columbia, SC — On March 17, 2022, after successfully managing a multi-cap, multi-factor faith-based separate account composite for over 10 years, Wallick Investments, LLC / Wallick Institutional launched the WI Fidelis Multi-Cap Multi-Factor Index to benchmark the performance of diversified equity portfolios. The Index integra[...]
Faith and factor-based WI Fidelis Index outperforms S&P 500 Index
On March 17, 2022, after successfully managing a multi-cap, multi-factor faith-based separate account composite for over 10 years, Wallick Investments, LLC / Wallick Institutional launched the WI Fidelis Multi-Cap Multi-Factor Index to benchmark the performance of diversified equity portfolios. The Index integrates Inspire Inves[...]
Up to $15,000 in Mortgage Assistance Now Available Through SAFE Federal Credit Union
SUMTER, South Carolina – A program with SAFE Federal Credit Union is putting first responders and other public service workers up to $15,000 closer to home ownership. Funded by Federal Home Loan Bank of Atlanta (FHLBank Atlanta), the Community Partners product provides homebuyers with money to help cover their down payment, closing costs, counseling, and […]
South Carolina Community Capital Alliance Bringing 2023 Community Capital Conference to Rock Hill
ROCK HILL, S.C. – The 2023 South Carolina Community Capital Conference will bring together community economic development finance leaders from around the state to explore innovations in impact investing and creative community financing tools to support community economic development in South Carolina. The 2023 South Carolina C[...]
Wallick Investments welcomes Lisa Breese, Community Relations Coordinator
Columbia, SC – South Carolina-based RIA firm Wallick Investments, LLC is proud to announce that Mrs. Lisa Breese, with vast career experience in marketing, accounting, leadership, and community services, has joined our firm as Community Relations Coordinator. In addition to team support, her primary focus is sharing Wallick In[...]
South Carolina student wins major investment competition
New York, NY – Benjamin Franklin once said, “An investment in knowledge pays the best interest.” Jordan Pelzer is getting a head start in investing. Now in grade eight at New Bridge Academy in Cayce, South Carolina, Pelzer pored over his research into the financial markets to build an investment portfolio geared for long-term financial […]
Prisma Health announces Matt Elsey as new CFO
Matt Elsey, CPA, has been appointed to Prisma Health’s corporate leadership team as executive vice president and chief financial officer. Elsey, a native of Michigan, brings more than 25 years of successful leadership in financial management in the healthcare industry. “I am honored to join the Prisma Health team,” said El[...]
