About Allegacy Financial

Growth is meaningful when it's personal

Allegacy Financial® is where roots and relationships matter. Founded in 1967 as a credit union to support people in the Winston-Salem area, we’ve grown alongside North Carolina communities by building trusted relationships and local impact. Today, we’re a comprehensive banking and financial partner, offering personal, small business, commercial, and wealth management services. We put our members first, helping them move ahead with expertise and ease. As we continue to expand, our bond remains the same: reinvesting in our communities, guiding our members with care, and helping North Carolinians thrive.

Family getting out of the car by the beach

01

Service that knows you

We see the person behind the account, because putting people first isn’t just a promise — it’s who we are.

02

Solutions for every goal, every stage

We bring together a full range of solutions with can-do experience, so you can keep achieving your next goal.

03

Expertise and ease to move ahead

We're looking out for you at every step, making sure your financial life is simple, secure and stress-free with clear guidance and convenience.

04

Value that stays close to home

We reinvest profits where they belong — back into your goals and our communities, so your money goes further.

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Meet our bond

Our new Bond symbol visually brings our purpose and tagline, "Where roots and relationships matter," to life. It represents our commitment to our members, communities, team members and North Carolinians.

Here for our members and communities

$766k

of net income invested in education and community well-being

5,926

hours volunteering and providing financial education across communities

$22M+

paid back to members through dividends on deposit accounts

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Impact

Our impact stays close to home

From financial education and local partnerships to volunteerism and reinvestment, we focus on strengthening the places where our members live, work, and build their lives—today and for generations to come.

See our community impact

2026 Best of the Best

Best Mortgage Experience

We’re proud to be recognized for delivering one of North America’s best mortgage experiences, helping our members move into what’s next with confidence.

Learn more