Team approach to banking
Meeting your personalized needs is a team effort, and we work with all of your trusted advisors to ensure a seamless experience.
GTE Private Banking
Concierge-level service
At GTE Financial, we understand that banking is not a one-size-fits-all solution. That's why GTE Private Banking1 delivers VIP level experience with the comforts of your local credit union. Our team of talented Private Bankers take a holistic approach to your unique financial needs by offering tailored solutions for your wealth management. Email us today to learn more about how we can assist you, our qualification requirements, or to discover the GTE difference.
Our holistic approach:
With GTE Private Banking, our holistic approach is at the core of everything we do. It's about more than just managing assets—it's about nurturing a relationship that encompasses all aspects of your financial life. From investment management to estate planning, we integrate our services to create a seamless banking experience that's as unique as you are.
Collaborative member approach
Everchanging markets help us strive for continuous improvement to your experience, putting you back in control.
Your Private Bankers
*Annual Percentage Yield accurate as of the last dividend declaration date. Any fees could reduce earnings on this account. Rate may change after account opening
1Members must opt into GTE Private Banking Membership or accept the invitation to become a Private Bank Member, be working with a Private Banker, and they must maintain a $250,000 total household asset relationship in any combination of services GTE offers. GTE Financial, GTE Investments, GTE Insurance, or GTE Business Services. Loans and equity do not count towards this minimum. Go Full Access Checking is not included in this offer.
2Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisors LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. 711 E Henderson Ave Tampa, FL 33602; 888.972.5257; Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
3Insurance Agency Products are offered through GTE Insurance, LLC and Blue Star Insurance, LLC; Credit Union Service Organizations, owned by GTE Financial. www.GTEInsurance.com www.MyBlueStarInsurance.com Insurance products are not federally insured, are not obligations of the credit union, are not guaranteed by the credit union, may involve investment risk.
4Must opt in to Overdraft Protection. Please refer to the Account Disclosure and Member Schedule of Current Charges for a more thorough explanation of when an overdraft occurs and when a fee may be assessed for overdrawing your account. GTE Financial will pay overdrafts at our discretion; there is no guarantee of payment. If an overdraft is not authorized, your transaction will be denied and may be subject to a Non-Sufficient Funds Fee, which will be assessed to the account that goes negative.
6Business Checking monthly fee waived by having the following GTE Financial relationship; A member of GTE Private Banking and a GTE Business Banking Checking account