Pollan & Associates, P.A. prides itself as a resource organization. As such, we provide a tailored approach to assist with the individual needs of our financial institution clients and various others. Remember, everything is customized to you! Some examples of assistance that we have provided includes, but is certainly not limited to, the following:
Accounting / Recordkeeping Assistance
Board & Committee Training
Business Development
Charter Conversions
Community Development, Involvement & Participation Guidance
Consulting
Cost-Benefit / Income & Expense Analysis
Customer Base / Membership Expansion
Data Processor Assistance
Grant Requests
Graphic Design
Imprint Items
Marketing
Management, Staff, & Financial Literacy Training
Mentoring
Mergers
New Charter Formation & Assistance
Newsletters
Operational Assistance & Guidance
Product Analysis, Development & Expansion
Regulatory Compliance
Risk Management Services
Strategic Planning--Budgeting, Business & Marketing Plans, etc.