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Financial Wellbeing
Congrats to Je'Lisa and Cory from Madison!
A huge congrats to Je’Lisa and Cory, our Season 16 Project Money (and $10,000!) winner. Throughout their journey, they tackled debt, grew their savings and created lasting money habits. Find out how they made their move to the top with key takeaways from the program.
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7-Month Certificate
minimum balance to open and earn APY*APYRate>
13-Month Certificate
minimum balance to open and earn APY*APYRate>
HELOC
As low as 0.00% APR for 3 months, variable rate after that*Intro APRAPR>
Express Mortgage Refinance
8 Year FixedAPR*Est. Monthly Payments*>
Mortgage
30 Year Fixed*RateAPR>
Auto
No Payments for 90-Days**APR*$44.23Est. Monthly Payments
It’s our purpose to help ALL our members enjoy financial security – and specifically women, who face unique financial challenges and generally have less saved in retirement than men. We’re helping women take steps to build wealth for now and the future, not only to close the retirement savings gap but to benefit entire families and communities.
Cash Boomerang* is a unique benefit for Summit members. Every time you use our products or services, you add to our success as a cooperative. In turn, we can do even more together to boost financial security for our members and community. Cash Boomerang is one of the unique ways we say thank you – totaling $24.8 million in cash give-back to members over 11 years!
We’ve teamed up with three UW female student-athletes to help them build strong financial habits. Each Financial Wellness Ambassador brings a unique set of goals and skills to the program – and they may just inspire you to make financial strides.
At Summit, we know more goals are achieved when we work together. That’s why we partner with numerous community organizations that share in our vision of providing financial education and championing equity for all.
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Once again, Summit was named one of America’s Best Regional Credit Unions by Newsweek! Whether you regularly stop by a branch or manage your money online, you’ve helped us create an award-winning community.>
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Summit’s Project Money® Comes to BRAVA Magazine
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As Summit marked 15 years of our groundbreaking financial education program, Project Money, BRAVA tapped into life-changing program insights from our Summit financial coaches. Read on for steps to feeling great about your money and achieving financial confidence and security.>
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Top Workplace Madison, Milwaukee & USA
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For another year in a row, Summit has been named a Top Workplace in Madison, Milwaukee and the USA! These awards are based completely on employee feedback. What a tribute to our culture and the great things we’re doing together.
When you join Summit Credit Union, you're empowered with free tools and a team that makes it easier to reach your goals and manage your money -- which means less financial stress and more confidence! Plus, you're helping women, and everyone, in our communities build financial security. Now that sounds like a win-win.
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* The Wisconsin's #1 Mortgage Lender designation is based on the number of loans in 2023, gathered from the Home Mortgage Disclosure Act data compiled annually by the Consumer Financial Protection Bureau. The results of the data were obtained through the