Business Resources

With PrimeTrust Financial, you get more than just products and services; you get a personal relationship and a financial resource. You now have a source where you can get answers, information, and tools to help you better manage your money. This includes:

Account Servicing
Problem Resolution
Account Maintenance
Account Transfers (within PrimeTrust Financial)
Automatic Withdrawal - PrimeTrust Financial Loans
Product and Service Analysis

Relationship Management
New Account Set-Up and Online Activation
Account Transfers (external sources) - "Switch Kit" Authorization
Automatic Withdrawal - Other Sources
Commercial Loan Auto Pay Set-Up

Financial Information Exchange
In-Branch Personal Assistance
Online Business Planning Tools

Professional Assistance
Finance and Funding Management
Accounting Software
Systems - IT/MIS Assistance
Tax Planning and Compliance
Auditing
Business Valuation
Financial Statement Preparation and Analysis
Retirement and Strategic Planning

Business Relationship Resources

This program is designed to help people find solutions to the financial issues and concerns impacting their world--by providing the financial tools, information, and insights to help them best manage their financial affairs and offering a financial plan of action.

Account Servicing includes those items with routine business account management. Each activity can be performed by any Member Service Representative or a Business Services Manager and centers on business account management issues. These might include making sure your account is operating at top performance and helping to resolve questions.

Relationship Management represents those items where the number of relationships (products and services) can be expanded-not just within the PrimeTrust Financial world, but to other or new financial provider sources. This also is the entry point to welcome you as a new business client to our credit union. Each activity can be performed or directed by any Member Service Representative or Business Services Manager and is designed to limit the time you need to deal with transactions of funds in-flowing or being set-up in your account, as well as to arrange for bill payments and auto loan payments.

Financial Information Exchange along with the Personal Assistance sections, this section represents those items at the core of the Relationship Resources Program. It is here that a Business Services Manager can review your financial situation and offer a plan of action to address issues regarding personal financial management.

In-Branch Personal Assistance
This area is where a free financial review can be performed. It can assess the financial issues that you are encountering, and provide services and/or product solutions. This may include additional involvement by various licensed or certified resources that can help you create the kind of financial plan you need.

Business Calculators
Financial Calculators are provided and sponsored by Estep * Doctor & Company. They are available for someone who wants to build a financial plan by crunching numbers as they determine the best mix of credit and savings products. The calculators have been separated by business and personal - displayed as a list, based on the group and purpose definition. To go to this resource, click here.

Financial Calculators provided by:

Professional Assistance (along with the Personal and Financial Development section) is the final part of this core aspect of the Relationship Resource Program. This section represents the professional services PrimeTrust Financial has available to provide additional assistance regarding business financial issues and corresponding plans. Depending on the results of the business assessment, one or both of these professional services may be suggested and offered. This section provides two sources of professional financial assistance.

Wealth Management - Investment and Insurance
PrimeTrust Financial has a relationship with WestPoint Financial Group, which helps credit union people and businesses build a financial plan and/or secure investment and insurance products. With this capability, you will be able to have a licensed financial adviser build a financial plan that meets your specific needs. The process begins with an additional business assessment and builds from that point.

Tax Management Services
PrimeTrust Financial has a relationship with Estep * Doctor & Company, which helps credit union people and business people develop a tax management plan and strategies, as well as other related business management services. With this capability, you will be able to have a certified public accountant design a personal accounting plan. The process begins with an additional assessment and builds from that point.