Financial solutions
customized for your agency
Banking experts for insurance agents
Affiliated with Westfield Insurance, our devoted team of agency bankers focus solely on working with insurance agents, providing you with true expertise and dedication to help you grow every step of the way.
Agency loans
We provide agency loans to advance your firm through acquisition, merger, or perpetuation. Our team of bankers specialize in loans for insurance agencies, working solely with insurance agents. We will work with you to understand the needs of your agency, developing financial solutions that are uniquely suited for your needs.
Connect with our team
to learn how Westfield Bank can advance your firm with an agency loan.
Premium financing
Partner with Westfield Bank for specialized solutions that meet the insurance premium financial needs of your clients. Our dedicated team understands what it takes to be a successful agent. As a result, we’re able to make the process faster and easier for you by providing solutions that increase your clients’ cash flow, allowing them to finance commercial insurance premiums at a nominal cost. We make it simple and fast to complete transactions with:
- Real-time quoting
- Funding within 48 hours of a signed finance agreement
- Customized payment plans
Connect with Eric Dougherty
to discuss the benefits of premium financing for your agency.
Westfield Private Banking
You have sophisticated financial requirements. Westfield Private Banking provides a distinct library of resources and tools that allow us to focus on objectives as unique as you. Financial plans are achieved with personalized services that are supported by a relevant assortment of premium financial management solutions, including:
- Access to lending discounts
- Competitive rates on mortgage loans
- Elite special events
Connect with Kimberly Bolas Miller
to achieve your personal financial objectives.
Mortgage Lending
Finding the right mortgage loan is easy with the expert lending team at Westfield Bank. We know the market and take the time to get to know you, so that we can offer a customized solution meeting your needs. Our nationwide capabilities provide faster lending decisions and greater flexibility for you. Westfield Bank offers competitive solutions for:
- Construction loans
- Jumbo loans
- Purchase or refinance loans
