Wellby

Sending our Wellby community best wishes for a great start to the school year. 💜

Take a look at some of the next generation of Wellby members (and team members!) as they begin their first days of the 2024-2025 school year. 🍎 📏

To all our teachers, parents, and students, here's to many more first days, a lifelong yearning to learn, and an amazing year ahead!

Did someone say double the savings rate? Oh, yeah… we did! 😁

At Wellby, our mission is to help you prosper financially. That’s why we make it easy to double your savings rate.

Earn up to 4.08% APY* on a Savings Plus account when you pair it with any Wellby Free Checking account. 👈

Let’s turn your financial dreams into a reality! 🎯 Visit wellbyfinancial.com/savings-plus-offer to learn more.

*Annual Percentage Yield (APY) rates are effective as of 01/02/2024 and are subject to change.

Your dream of is closer than you think! 🏡

Join us at our Friendswood North Mortgage Open House on Friday, August 23, from 10:00 a.m. to 1:00 p.m.

We’re here to help you every step of the way, starting with a free on-site consultation and pre-qualification—all in one day.

Let’s make your dream home a reality together. We can't wait to see you there! 💜

Did you know that according to a World Economic Forum study, only 50% of the adults in the U.S. are financially literate? 😲

Take our financial literacy quiz and tell us how you did. 📖 ✔️

If you want to learn how to build, grow, and thrive on your financial journey, visit our Financial Wellness Center for tools and online courses. 💜

wellbyfinancial.com/financial-wellness

Did you know that according to Forbes, checking accounts with premium perks typically have fees of around $25 a month? That amounts to $300 a year! 😲

Wellby’s free checking account has both premium perks and no monthly service fees! This helps keep your money where it should be - with you!

Join us every Friday to hear about each perk in our .

Learn more at wellbyfinancial.com/daily-free-checking

Did you know that Wellby Financial has four convenient branches located inside your favorite H-E-B stores? You can take care of all your banking needs while you shop! 🛒🏦

📍 Katy H-E-B - 6711 S Fry Rd., Katy, TX 77494

📍 Clear Lake City Boulevard HEB - 3501 Clear Lake City Blvd., Houston, TX 77059

📍 Sugarland H-E-B - 530 Hwy 6, Sugarland, TX 77478

📍 Cypress H-E-B - 14100 Spring Cypress Rd., Cypress, TX 77429

Experience the convenience of banking with Wellby Financial at our H-E-B locations!

We believe in the . 🛣️

We're committed to helping you build, grow, and thrive – no matter where you’re at in your financial journey.

Swipe to learn what that looks like! Learn more at wellbyfinancial.com/financial-wellness

Another month of making a difference in our community! Check out some of what our team did in June:

💜 We led financial literacy workshops with incoming college freshmen at Breakthrough Houston so these students can head to college with a solid financial literacy foundation.

💜 We connected with community leaders and members at the Texas City-La Marque Chamber of Commerce Business Showcase, letting them know about the many perks of being a Wellby member.

💜 We continued our house build with Habitat for Humanity. Teamwork makes the dream work, and we’re proud to support the community through homeownership.

💜 We taught the ins and outs of personal budgets with our partners at Big Brothers Big Sisters Greater Houston.

Did you attend one of these events? Let us know in the comments, or simply give our team some love for all they’re doing to ! 🗨️

We couldn't be more proud and humbled to support Dalia in her journey to homeownership. 💜

We love it when our members share their feedback and experiences with us! ⭐⭐⭐⭐⭐

From guiding you through the homebuying process to helping you manage your Wellby accounts, our team strives to provide an excellent experience for all members.

Swipe to see what our members are saying about our knowledge, professionalism, and unwavering support.

We love hearing from our members! Thank you for your continued membership. We’re proud to be your credit union! 🙌

Congratulations to Bridgette Nichols, Vice President of Consumer Lending, and Chuck Kubricht, Vice President of Cybersecurity, on graduating from the prestigious Southwest Credit Union Management School. 🎓 🎉

We are incredibly proud of Bridgette and Chuck's dedication to professional development. Their expertise and leadership in the credit union industry position them to make a greater impact and strengthen our mission of helping our members prosper. 💜

Please join us in congratulating Bridgette and Chuck on this remarkable achievement!

We recognize that many individuals and families are still affected by , so we're partnering with local non-profit organizations to gather relief donations for those in need.

Participate in our Post-hurricane Relief Drive from July 19 - 23 by donating essential items at participating branches.

There's strength in community. Let’s work together to help one another recover and rebuild. 💜

Hurricane Beryl’s impact is still being felt, and we’re here to support our communities. 💜

Do you know someone who needs support? On Friday, July 19, those affected by Hurricane Beryl can visit one of the branches below for free toiletries, non-perishable food, and other items while supplies last.

Clear Lake – Gemini
Deer Park – Monument
La Porte
Park Place
Pasadena North
Texas City – Mainland
Sienna

We’re here for you. Let’s get through this together.

📖 prosperity (noun): a state of being successful and thriving, especially in your economic well-being. 💵

It’s more than a word—it's the core of our promise to you. We’re here to help you achieve and build a secure future.

Let’s work together to make your dreams a reality. Visit wellbyfinancial.com/wellby-difference/ to learn more.

Another week means we get to talk about a free perk that you get with your Wellby Free Checking account!

This week’s free perk is our IDProtect program, which helps protect you from the threat of identity theft.

Join us every Friday, and we’ll talk a little bit about each perk in our .

Learn more at wellbyfinancial.com/checking-account-offer

Another week means we get to talk about a free perk that you get with your Wellby Free Checking account!

This week’s free perk is our IDProtect program, which helps protect you from the threat of identity theft.

Join us every Friday, and we’ll talk a little bit about each perk in our .

Learn more at the link in our bio.

We’ll be closed on Thursday, July 4, in observance of Independence Day. 🎆

Visit us 24/7, online or via the mobile app, for all your financial needs.

wellbyfinancial.com

Let’s hear it for the team at Deer Park – Monument for winning in May! 👏

Since we've started celebrating branch of the month, Deer Park - Monument is our first five-time winner. 💪

Needless to say, this team is stellar at helping members reach ! 🌟

Congratulations, and thank you for all you're doing to help people prosper.

Did you know June is Homeownership Month? At Wellby, we're all about helping you , and that includes owning your dream home! 🏡🔑

In celebration of , we asked some of our Mortgage Loan Officers to share their insights on the mortgage industry. 📚 These tips can make a major difference in your homebuying journey.

For more info, visit wellbyfinancial.com/mortgage

A special thanks to our Mortgage Loan Officers:
Steve A. Lujan - Mortgage Lending Professional
Haley Long - Home Loans - NMLS # 2192197
Samantha Norris-Home Loans, NMLS #891494

A friendly reminder! 🗓️ On Wednesday, June 19, we will be closed in observance of the federal holiday.

Members: you can manage your financial needs online or through the Wellby Mobile App. 📱

Visit us 24/7 at wellbyfinancial.com

🌟 Join a Top Workplace & Help People Prosper! 🌟

At Wellby, we're not just a financial institution. We're dedicated to helping people prosper and empowering our community!

If you're passionate about making a difference, we want you to join our purpose. Explore our open positions, and apply now at wellby.info/careers.

💼✨

It’s that time of the week. Let’s talk about the free perks that you get with your Wellby Free Checking account!

Did you know that with a free checking account at Wellby, you gain access to premium perks like our cell phone protection plan? 📱

Learn more at wellbyfinancial.com/checking-account-offer

We value your input and want to amplify your voice! 🔊👂

Apply to our Member Advocacy Group, and provide your feedback to Wellby leadership about our business processes, products, services, community engagement, and more.

Your suggestions help us shape the best together. 🤝

Learn more about this opportunity and how you can contribute at wellbyfinancial.com/member-advocacy-group.

Making a difference in our community is who we are. 🤝

We're proud to partner with local organizations to create a thriving and prosperous community. Check out some of the May events where we helped make a positive impact!

💜 Celebrated the end of the 2023-2024 school year with the Sante Fe Education Foundation and the staff of Sante Fe ISD.

💜 Hosted a lunch and learn with Big Brothers Big Sisters of Greater Houston, serving up awesome food and financial literacy resources.

💜 Made an impact with high school students at La Marque High School, informing them of the importance of Credit Unions and our Youth Checking accounts.

💜 Opened up a new branch inside the Clear Lake City Blvd. H-E-B giving surrounding residences increased access to our services.

Did you see us at any of these or other events? Let us know where in the comments!

Check out the progress we've made on the home we’re building in partnership with Bay Area Habitat for Humanity. 🏡

Our involvement in this home goes beyond funding—we’re actively participating in the construction process, working together to make dreams a reality.

Swipe to see our team members on-site, dedicating time and effort to help bring this home to life for Dalia and her family. 💖

Stay up to date on the progress! Visit gowellby.com/habitat-home to follow along the journey as we lay the foundation for financial prosperity through homeownership.

Our members are sharing great feedback about our team’s incredible member service and , and we couldn't be prouder. ⭐⭐⭐⭐⭐

Whether they’re assisting members in opening a new or funding their next moment big or small with tailored , our teams are going above and beyond. Swipe to read why our members love Wellby!

Ready to experience the difference? Visit us at your nearest Wellby branch.📍We're ready to help you reach your financial goals!

Ready to make a reality? 🏡

You’re invited to our Clear Lake Mortgage Open House on Saturday, June 15, from 10:00 a.m. to 2:00 p.m. There, you can get a free on-site consultation and get pre-qualified for a mortgage on the same day!

With our expertise, you can begin your path to .💜

Are you hesitant to refinance your home because of potential challenges? 👀 Don't let that stop you!

Mrs. Garay decided to refinance her mortgage, but little did she know that she would encounter an unusual challenge on her journey. A clerical error at the time of purchase brought her to a halt and challenged the ownership of her home. Despite the unexpected barrier, we helped her successfully refinance her home and were with her every step of the way!

Learn about Mrs. Garay's journey in the photos. What was your favorite part? 💭

Don't let high monthly payments hold you back!

If you're feeling overwhelmed by a tighter or trapped by high interest rates from other financial institutions, we've got you covered!

Refinance your auto loan with Wellby, and unlock special member rates as low as 6.54% APR* for up to 48 months on 2017-2024 models. Say goodbye to financial stress and enjoy no payments for 90 days*!

Check out all the details at wellby.info/90-Day.