• State Employees Credit Union Membership

    • State Employees is the largest credit union in North Carolina and the 2nd largest in the United States offering banking and financial services.
    • Assets totaling $42.85 Billion and providing banking services to more than 2.49 million members.
    • The credit union is a member-owned financial cooperative providing banking service including savings, loans, and other financial services to members.
    Membership: Membership is limited to persons who meet the eligibility requirements.
  • Navy Federal Credit Union Membership

    • Navy Federal Credit Union is a not-for-profit, member-owned financial cooperative offering banking products, credit cards, loans, and financial services.
    • The largest credit union in the United States with assets totaling $125.58 Billion and providing banking services to more than 9.2 million members.
    Membership: The credit union services are available to U.S. military members. Membership is also open to the immediate family of current members.
  • Backer / Robo-advisor for 529 Plans – Build, Manage, and Grow Savings

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    • Backer is a Robo-advisor for your 529 plans helping you manage, monitor, and find low-cost funds for your child’s educational expenses.
    • Get started in 5 minutes and discover the best plans and tax savings.
  • Personal Capital / Wealth Management and Human Advisors

    • Personal Capital Wealth Management is a fee-based investment advisory service with access to human advisors.
    • Get a free analysis of your investments and speak with an advisor.

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