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Local Community Partners

Working in the financial services industry, We have built many great business partners in the local community.

Please click on a business card if you would like to contact them directly.

We are very excited to announce our new partnership with People's Credit Union through the People's CU Financial ServicesTM program.


H & M Income Tax Preparation: Robert Haskell and Henry McCormick, Accountants


CPA: Kieth Clark, works at DiSanto Priest & Co.


Elder Law and Senior Resource Clinic:                                                                                            

Laura M. Krohn, Elder Law Attorney                                                                         George J. Lough, III Attorney at Law   


James V. Aukerman & Associates, LLC                                                                              Law Office of Joshua A. Sroka


Real Estate Agents

Harbor One Mortgage: Christian Blaney,                                                        Coldwell Banker Coastal Homes: Heather Morrone, Realtor

Area Sales Manager