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FMFCU currently has over $900 million in assets and has been providing financial products and services to residents and organizations throughout the Delaware Valley and beyond since 1970. The Credit Union has over 80,000 members, 2,000 plus partnering organizations (including Main Line Health System, Crozer-Keystone Health System, QVC, Harrah`s Casino and Racetrack, Aqua America, County of Delaware, many School Districts and a host of other member and employee groups), 40 branches (including some branches with extended and Saturday hours), ATM access at nearly 30,000 surcharge-free machines through the national CO-OP ATM Network (including 9,000 deposit taking machines) and 24/7 access to member accounts.
Costas, Inc. is a publicly traded company focused on investing in and incubating promising digital currency-based businesses and entrepreneurs by providing access to a global infrastructure of financial and legal professionals and investment groups. Costas identifies “Fintech” emerging companies that, with some incubation and professional experience, will become the next standard in banking, commercial trading and lending.
One of the most unique banks in the United States The last will and testament of Exchange Bank’s co–founder and second president, Frank Doyle, stands tall above his many accomplishments. Doyle wanted the Bank to be a locally owned and managed institution. So rather than giving his stock to his heirs, his controlling interest (50.39% of the common stock) was put into a perpetual trust. The dividends are specified for distribution by the Trustees to the Frank P. Doyle and Polly O’Meara Doyle Scholarship Fund for assistance to “worthy young men and women attending Santa Rosa Junior College.” The Doyle Trust has proven to be one of the most remarkable planned gifts in the history of American community college education. More than $79 million to over 120,000 students since 1948. Throughout the years we have won awards and accolades in Sonoma County by being voted the Best Local Bank, Best Business Bank, One of the Best Places to Work, Best Company to Do Business With, and Business Environmental Alliance Best Practices Award. We believe our core values make these honors possible: Commitment, Respect, Integrity and Teamwork. Since its founding in 1890, Exchange Bank has had only seven presidents. Father and son Manville Doyle and Frank Doyle co–founded the bank and Frank Doyle served as President until 1948. On March 21st 2014, Gary Hartwick became CEO and President and Bill Schrader, Chairman of the Board.
Welch and Forbes maintains its own tax department that is fully dedicated to managing the complex tax issues of preparing and filing income tax returns for wealthy individuals and families and fiduciary returns for trusts and estates.
BTS Asset Management is a Lexington, MA-based company in the Financial Services sector.