• Strategic & Business Planning
• Strategic Plan Implementation
• Profit Planning
• Capital Planning
• Plan Monitoring
• Strategic VISION Development
• CEO and Executive Management Guidance and Mentoring
• Merger Consultation, Facilitation & Application
• Board Governance, Facilitation & Plans
• Board Succession Plans
• Regulatory Assistance
• Board Reviews & Assessments
• Management Reviews & Assessments
• Management Succession Planning
• Branch Profitability & Market Analysis
• Processing Product & Business Unit Analysis
• Product Profitability
The client list of WTK Associates, Inc. includes more than 200 businesses, non-profit organizations, and financial institutions. Most clients are New England based. The voluminous listing of bank and credit union references are listed below. Examples of non-profit organizations include: Spar and Spindle Girl Scouts Council, MSPCA-Angell, North Shore United Way, New England Water Resource Association, Massachusetts Bankers Association, CUNA of Massachusetts, and Salem State College.
Banks
Asian American Bank & Trust Co.
Adams Community Bank
Advantage Bank for Savings
Athol Savings Bank
Auburndale Co-operative Bank
Avon Co-operative
Bank Bankers' Bank Northeast
Bank Newport
Bank of Fall River
Barre Savings Bank
BayCoast Bank
Bay State Savings Bank
Belmont Savings Bank
Beverly Bank & Trust
Beverly Co-operative Bank
Brattleboro Savings & Loan
Bridgewater Co-operative Bank
Bristol County Savings Bank
Brookline Co-operative Bank
Butler Bank
Canton Co-operative Bank
Centreville Bank
Chelsea-Provident Co-operative Bank
Clinton Savings Bank
Colonial Federal Savings Bank
Commonwealth Co-operative Bank
Community Guaranty Savings Bank
Dean Co-operative Bank
Dedham Institution for Savings
Duke's County Savings Bank
East Boston Savings Bank
Everett Co-operative Bank
Fidelity Bank
Fitchburg Co-operative Bank
Foxborough Savings Bank
Framingham Co-operative Bank
Georgetown Savings Bank
Gloucester Bank and Trust
Gloucester Co-operative Bank
Granite Savings Bank
Greenfield Co-operative Bank
Haverhill Co-operative Bank
Hoosac Bank
Hyde Park Co-operative Bank
Institution for Savings
Ipswich Co-operative Bank
Ipswich Savings Bank
Lawrence Savings Bank
Lexington Savings Bank
Marlborough Co-operative Bank
Martha's Vineyard Savings Bank
Mayflower Co-operative Bank
Meetinghouse Co-operative Bank
Mercantile Bank & Trust Company
Merrimac Savings Bank
Middlesex Savings Bank
Monson Savings Bank
Mt. Washington Co-operative Bank
Mutual Bank
Mutual Federal Savings Bank
Mystic Financial, Inc.
National Grand Bank
Newburyport Five Cents Savings Bank
North Abington Co-operative Bank
North Cambridge Co-operative Bank
Northampton Co-operative Bank
Patriot Community Bank
Pentucket Bank
Plastow Co-operative Bank
Provident Co-operative Bank
Randolph Savings Bank
Reading Co-operative Bank
Revere Federal Savings Bank
Rockport National Bank
Salem Five Cents Savings Bank
Security Federal Savings Bank
Shirley Co-operative Bank
Southbridge Savings Bank
South Coastal Bank
Stoughton Co-operative Bank
The Community Bank
The Cooperative Bank
The First Bank of Greenwich
Warren Five Cents Savings Bank
Washington Savings Bank Winter Hill Bank
Wolf & Company, P.C. Affiliate
MBTA CU
1st Universal Federal Credit Union
Athol Credit Union
Boston Firefighters Credit Union
Brotherhood Credit Union
Cambridge Portuguese Credit Union
Carmel Credit Union
Chelmsford Credit Union
City of Boston Credit Union
Community Credit Union
Credit Union League of MA
Crescent Credit Union
Dexter Credit Union
Energy Credit Union
Fall River Municipal Federal Credit
Union
GE Riverworks Credit Union
Greylock Federal Credit Union
Massachusetts Credit Union
Association Affiliate
MassMutual Federal Credit Union
New Bedford Credit Union
New Hampshire Federal Credit Union
Somerville Municipal Federal Credit
Union
Southbridge Credit Union
Tremont Credit Union
Universal Credit Union
Watertown Municipal Credit Union
WEMELCO Credit Union
Alewife Realty
Bridgewater State College
Coakley, Pierpan, Dolan & Collins
Insurance Agency
Corrigan Financial (Wealth
Management Services)
Essex Collection
Gateway Software
Ideal Financial Services
Lowell Development and Financial
Corp.
Mass Community Development &
Financial Corp.
Morrill, Koslow and Associates
MountainOne Financial Partners
MSPCA-Angell
New England Water Environmental
Assoc.
North Shore United Way
OceanPoint Financial Partners, Inc.
OceanPoint Insurance Agency, Inc.
Salem State College
Savings Bank Life Insurance
Sullivan, Garrity & Donnelly Insurance
Agency, Inc.
Tempo Shain Corporation
True North Financial Services
Vincent Management
Wenham Museum
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