Services

Selected Services and Solutions for Management and Board of Directors:

• 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 


References

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. 

References

Banks

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

Credit Unions

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

Corporations and Non-Profits

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