Your Path to Financial Fitness Starts Here

At Summit CU, we care about your financial wellness. That’s why we’ve partnered with industry-leading BALANCE to provide you with free access to expertly-crafted financial education and resources to help with your fiscal matters. And should you need, BALANCE can assist with confidential, no-cost financial counseling services to help you develop a game plan for your money. For all your financial life stage changes and more, we—in partnership with BALANCE—are here to help.

Want to connect with a Financial Coach about your specific situation? Chat onlinee-mail, or call 1-888-456-2227 to speak with a Financial Coach today.

Por favor visite nuestras páginas en Español para conocer mas sobre los servicios ofrecidos en Español.

Free Financial Guidance And Services

Chat with a Financial Coach

Want to connect with a Financial Coach about your specific situation? Chat online by clicking the link below or call 1-888-456-2227 to speak with a Financial Coach today.

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On Demand Counseling Services

No appointment necessary. Our accredited financial counselors can work one-on-one to help with topics including homeownership, budgeting, debt management, credit report reviews and more.

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Debt Management

We will help you explore debt management options as a way to eliminate debt. We work with creditors on your behalf to develop a repayment plan.

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Credit Report Review

Connect with a Financial Coach to review your credit situation. Learn about solutions to improve your credit profile and score.

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FREE Webinars

Attend free money management webinars. Learn the basics of financial planning, and create a future of security and opportunities.

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Online Financial Education Resources

Access financial education anytime you need it. Increase your know-how with articles, financial calculators, videos, checklists, quizzes, and more.

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Balance Bites

Learn financial basics from our online specialist, Bridget Balance! These series of fun videos provide education and promotes creativity in money management

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Recorded Webinars

Listen to free money management webinars at a time that's right for you! Learn the basics of financial planning and create a future of security and opportunities with these recorded webinars

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