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Hey, this way to your financial journey! You have the power to own your finances, and it all starts by having access to some pretty incredible resources (an extra perk of the job). So what’s the next step, and the one after that? Summit meets you wherever you’re at, with personalized guidance, helpful tools, everything you need to confidently live your best life. And it’s all at no cost – supporting you is just what we do. Let’s do this!

Here’s How We’ve Been Helping [FW-Company-Name]

  • Making Financial Freedom Possible
    Where, what, how? Work with your financial wellness team on a personalized plan.
  • Finding an Expert
    Let's connect you with the best person to help with your questions and goals.

  • Saving for the Future
    Whether it’s for a rainy day or an IRA, we’ve got a calculator for it.
  • Taking Care of Student Loans
    It’s good to find the smartest way to repay, so let’s figure it out together.
  • Being Ready for Retirement
    See what you'll need to build wealth for a secure future!
  • Understanding Mortgage Matters
    Our resources answer your questions so you can build wealth by owning or updating a home.
  • Learning More of What You Want to Learn
    Access this exclusive education platform from any device to take advantage of your personal, private learning experience.
Ready to get on track with your finances? Summit has everything you need to make it happen. Anytime, anywhere access to financial education on topics you care about most. Designed to assess, educate and empower you to improve your financial wellness. Get up to speed on all things home – whether you’re buying, building or tackling that dream remodeling project. We’ve got loan calculators, tips to help you be a smart first-time homebuyer and lots more! The insights and advice you need to make smart money choices on everything from helping your kids navigate money to how to save for retirement. Saving up for your next car or the kids’ college? Planning for retirement or looking for better ways to manage your credit or investments? Check out our easy-to-use, interactive tools. Want to hear a few ways you can turn wishing, waiting and wondering into planning, doing and experiencing? That’s what our Money Smarts podcast is all about. All our best insights on tons of financial topics – completely on your own time. There’s no limit to what you can learn with this collection of on demand webinars.
Name your goal – our dedicated experts have you covered! Say hi to all the teams available to you:
  • Financial Wellness Team – We’ll answer all your questions and help you on your path to financial freedom.
  • Mortgage Loan Officers – For all things, well…mortgage. (Keepin’ it easy and stress-free as the #1 Mortgage Lender in Wisconsin!)
  • Summit Financial Advisors – Wait’ll you see all these great options for planning, investing and retirement. We’ll go through them together.
  • Branch Staff – We’re always standing by for all your other everyday needs, too.
Let’s get you to the right people. Just fill out the form below!
Want to go in-depth with our financial wellness experts? You’ve got it. We cover a variety of different topics and take your questions – plus, you can join our webinars easily online!
What would all these financial education, coaching and planning resources be without some bonus perks to go along with ‘em? Here’s everything that can be yours when you join Summit!

Rewards Program

  • An annual cash payout – Our Cash Boomerang is just how it sounds – cash that comes right back to you, based on how much you save and borrow at Summit Credit Union in any given year.

Savings Over Other Institutions

  • $297 in annual savings for the average Summit member household versus the costs associated with their previous banking institution
  • $1,790 in annual savings when you bring your mortgage, checking account and more to Summit
It all adds up. We want to change the way you think about money and that starts with being able to save some more of it for yourself. But it’s just the tip of the iceberg. Here’s to the financial wellness journey.
It’s a lot easier to be confident with your money when it’s available at your fingertips any time. But it’s more than that. When you join Summit, you get additional tools that help you go above and beyond when managing your money. Send money to family and friends – and receive it too! Pay right from your phone or smartwatch, pretty much anywhere.
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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 LEI: 254900NTAC4H10MGSU23 ** SBA Lender of the Year Award for Credit Unions as awarded by the Small Business Administration of Wisconsin in 2024. Copyright 2025 © Summit Credit Union. All rights reserved. If you are using a screen reader and are having problems using this website, please call 608-243-5000 for assistance. Insured by NCUA