R Persichitte, CPA/PFS, CFE, CFP®’s Post

Choosing the right bank? Consider account type, low fees, accessibility, customer service, security, reputation, and financial health. Make informed choices for your financial peace of mind. https://lnkd.in/gsJ6YeU3 #BankingTips #FinancialHealth #SecureBanking #CustomerService

Chelsea Groton Bank is focused on solving your financial needs, not just selling products. Check out this article that ran in Forbes and Fortune to see how my colleagues and I strive each day to serve our customers. #CommunityBanking

In today’s competitive financial landscape, trust is essential for banks. With 92% of consumers prioritizing trust, institutions must focus on transparency to enhance loyalty and attract new customers. Building genuine relationships is key to lasting success. Read more here: https://lnkd.in/eBpbd7qq

I was recently featured in Business Insider's latest article, "What Is a Bank Authorized Signer?" Important topic that more people should pay careful attention to when making changes to personal bank accounts. While it may seem innocuous, such changes can have significant consequences on your estate planning and financial security.   #BankingInsights #BusinessInsider @UBGGreensfelder https://lnkd.in/gTXMGwkD

Follow these steps to close your bank account and make a seamless transition to a new one at a different financial institution.

If a current or former partner has interfered with your economic resources in some way to limit your choices, your bank or building society may be able to help. Learn more about how banks and building societies can support you and how to approach them 👇

Chelsea Groton Bank is focused on solving your financial needs, not just selling products. Check out this article that ran in Forbes and Fortune to see how my colleagues and I strive each day to serve our customers. #CommunityBanking

Fees can eat away at your money if you don’t keep on top of your banks enforced regulations. U.S. consumers paid $15 billion in overdraft fees in 2016, according to the Consumer Financial Protection Bureau. Here are a few bank fees you can look out for... #buyers #sellers #smartmoney #invest #savemoney #buyrealestate #realtyboutiquenc #naomibejrke #crs #trustedrealestateadvisor #charlottenc #huntersvillenc #lakenormannc #mecklenburgcountync #davidsoncountync

Dive deep into the financial maze with our latest scoop on the extended bank locker deadline! Unlock insights that matter for your financial journey. https://lnkd.in/d-rBZhrB #FinancialFreedom #SoulfulInsights #BankLockerUpdate #ExtendedDeadline #MoneyMatters #UnlockYourWealth #FinancialClarity #SoulfulPageAdvisory #FinanceExplained #MustRead

Discover what's at stake when banks decide to halt safeguarding financial assets. Dive into our three-minute explainer on debanking to grasp the full implications. #Debanking #Finance #Banking https://lnkd.in/ebkAYxd6