Banking Archives

BMO Names Miller as President, Western U.S.

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BMO Private Bank announced today that Matt Miller has been promoted to President, Western U.S. In this role, he will be responsible for the strategic development and delivery of wealth management services for high-net-worth individuals, family-owned businesses, endowments and foundations throughout the Western U.S. Miller has nearly 30 years of experience in the financial services… Read More →

Say No to Predatory-Driven Risky Loans

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While Arizona recovers from an economic crisis rooted in predatory lending practices, a bill before the legislature proposes another round of risky loans not too far removed from the horrific payday-lending loans now mostly a good-riddance memory. HB 2526 would increase interest rates and fees on consumer loans of $3,000 up to 36% and double… Read More →

NB|AZ Hires New Wealth Advisor

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National Bank of Arizona (NB|AZ) announced Robert Wagner as a new wealth advisor at its Gainey Ranch Wealth Center. Wagner brings numerous years of financial planning, business development and strategic planning experience to his new position at NB|AZ. As a NB|AZ wealth advisor, Wagner will be responsible for developing high net-worth investment management relationships by… Read More →

Enterprise Ranked in Top 10% of Community Banks

A Guide to Applying for a Bank Loan

Enterprise Bank & Trust, the banking subsidiary of Enterprise Financial Services Corp (NASDAQ: EFSC) has been ranked in the top 10 percent of U.S. community banks by Raymond James & Associates, a leading investment banking and financial advisory firm. Enterprise was recognized in the second annual Raymond James Community Bankers Cup awards, which identified the… Read More →

Wiest launches AZ Dental Bank

Candace Wiest Blue Suit

Candace Hunter Wiest, president & CEO of West Valley Bancorp., Inc. announced the launch of AZ Dental Bank. This specialty group of WVNB premiered at the Western Regional Dental Convention in Phoenix this week. According to Wiest, “Our Bank has a significant number of shareholders and Directors in the medical and dental industries. They believe… Read More →

Free Workshop for Business Leaders

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Business owners interested in selling their business is the April topic at Enterprise University’s educational learning program on Thursday, April 10 at the Phoenix Country Club. Enterprise University, a free program offered by Enterprise Bank & Trust, will feature partner James D. Colyer of True North Companies to discuss “Options for Selling a Business and… Read More →

Enterprise Univ. examines Social Media, Personnel

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Enterprise Bank & Trust, focused on the financial needs of privately-held businesses, their owner families, executives and professionals, announces its spring 2014 Enterprise University course schedule providing free educational seminars on a variety of relevant topics for business owners and their leadership. “We’ve received outstanding feedback from Enterprise University participants the last two years and… Read More →

How to shop for a business bank

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Finally, after what feels like a decade of financial woe, Arizona businesses are on the uptick again. And not only businesses, it seems, but banks, too. So, with numerous local, regional and national banks in the area to choose from, how should one best go about choosing a bank for their business in this brave… Read More →

New look for AERO Federal Credit Union

A Guide to Applying for a Bank Loan

AERO Federal Credit Union has unveiled their new logo and brand image for the organization. The new look will support the institution’s anticipated growth trend. “AERO’s history has been a part of the aerospace industry for many years. With the evolution of the organization the strategic direction has changed so updating the brand was only… Read More →

NB|AZ Hosts Open House at New Wealth Center

A Guide to Applying for a Bank Loan

National Bank of Arizona (NB|AZ) announced the opening of its new Camelback Wealth Center, which strengthens its commitment to the community and clients around the Camelback Corridor. The existing branch location at 4040 East Camelback Road was remodeled into the new wealth center, which blends executive banking and private banking under one roof. The wealth… Read More →

Enterprise announces free spring seminar schedule

Enterprise Bank & Trust Arizona Region Chairman Jack Barry

Enterprise Bank & Trust, focused on the financial needs of privately-held businesses, their owner families, executives and professionals, announces its spring 2014 Enterprise University course schedule providing free educational seminars on a variety of relevant topics for business owners and their leadership. “We’ve received outstanding feedback from Enterprise University participants the last two years and… Read More →

Wells Fargo Names Armstrong Business Banking Manager

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Wells Fargo today announced that Keri Armstrong has been named Business Banking manager overseeing Wells Fargo Business Banking in the Mesa and Yuma and Arizona Agricultural Banking. Todd Gerber, Area Business Banking manager for Arizona announced the appointment. “As the nation’s leading business lender, Wells Fargo is committed to satisfying all of the financial services… Read More →

Finance tips for Arizona’s young married couples

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According to a survey conducted by The American Institute of CPAs, financial matters are among one of the largest issues creating conflict among young American couples. Financial values need to be addressed between young couples, before and after they say their vows. So, when discussing a dream vacation and envisioning the perfect home, why not… Read More →

NB|AZ Announces Opening of Camelback Wealth Center

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National Bank of Arizona (NB|AZ) announced the opening of its new Camelback Wealth Center, which strengthens its commitment to the community and clients around the Camelback Corridor. The existing branch location at 4040 East Camelback Road was remodeled into the new wealth center, which blends executive banking and private banking under one roof. As one… Read More →

Chase Spurs Small Businesses, Affordable Housing

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The JPMorgan Chase Foundation (NYSE: JPM) announced a $6 million grant to NALCAB—National Association for Latino Community Asset Builders—for a multi-market pilot project focused on job creation, affordable housing, and small business lending in predominantly Latino communities. The three-year initiative is being led by NALCAB, as the lead applicant and convener for the project. Partners… Read More →

First Fidelity's tips to conquer financial resolutions

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According to Forbes, nearly 40 percent of people make New Year’s resolutions, but only 8 percent achieve their goals. Whether or not you have already made resolutions for 2014, consider taking a look at your personal and family finances to identify areas of financial improvement this year. “Most of the time, we are focused on… Read More →

Desert Schools Kicks Off 75 Years In Arizona

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Desert Schools Federal Credit Union announced its forthcoming year-long plan to celebrate 75 years as the largest credit union in Arizona. Deemed the Shine On campaign, the centerpiece of the plan will feature a small number of local non-profits competing for a $30,000 grand prize. Highlighting charity organizations in six categories, the projects selected serve… Read More →

Miller Now President of FPA Greater Phoenix

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This month, Jason Miller, CFP® is stepping into his new role as president of the Board of Directors of the Financial Planning Association of Greater Phoenix (FPA). Miller is head of financial planning, Western U.S. for BMO Private Bank, a wealth management firm offering a range of investment advisory and financial planning services to high-net-worth… Read More →

First Fidelity offers inspiration for financial gifts

Ways to Boost Financial Performance in Face of Economic Uncertainty
December 12, 2013 by in Banking | Featured

Financial resolutions are among the top five New Year’s resolutions for Americans each year, according to the United States Office of Citizen Services and Innovative Technologies. Why not help your loved ones get a jump-start on their resolutions during the holiday season? “During the holidays many focus on gifting the newest, hottest item,” said Kevin… Read More →

Washington Federal Promotes Hernandez to Assistant VP

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Washington Federal announced Debbie Hernandez has been promoted to Assistant Vice President, Branch Manager. Hernandez has been with Washington Federal for more than 12 years. In her position, Hernandez is responsible for increasing loan production and client base by growing the business checking and savings accounts and consumer checking and savings accounts. She is also… Read More →

Important Changes for Year-End Tax Planning

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With less than a month left in 2013, BMO Private Bank encourages Americans to turn their attention to tax planning. This is especially important given an increasingly complex tax code and recent changes such as the addition of the new Net Investment Income Tax (NIIT). “It’s important for taxpayers to educate themselves about changes in… Read More →

12 Best Checking Account Rates in Phoenix

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December 9, 2013 by in Banking | Featured

The latest study from GoBankingRates.com helps consumers identify the best checking accounts available in Phoenix. “The new year is a great time to re-evaluate your financial strategies,” said Amanda Garcia, finance reporter with GoBankingRates.com. “If you’re looking to boost your finances in 2014 and effectively regulate your spending, consider a high-yield checking account.” In addition… Read More →

First Fidelity gives safety advice for holiday shopping

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November 28, 2013 by in Banking | Business News

Last year, Black Friday sales skyrocketed to $59.1 billion, according to the National Retail Federation. Additionally, ComScore, an online business analytics provider, reported that online spending on Black Friday in 2012 reached $1.4 billion, representing the heaviest online spending day in history. Amid the chaos and excitement of holiday spending, financial safety and common sense… Read More →

Wells Fargo Supports Neighborhood Revitalization

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Wells Fargo & Company announced it will donate $75,000 to Native American Connections (NAC) of Phoenix as part of a $6 million in grants awarded across 67 nonprofits through its 2013 Leading the Way Home® program Priority Markets Initiative to  help stabilize and revitalize neighborhoods impacted by the economy.   The Leading The Way Home® program… Read More →