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About Elevate Banking
Founded with a vision of offering forward-thinking products and services to help our clients and advisors achieve their financial goals, Elevate Banking provides a world-class premier relationship banking experience to help you achieve the next level of financial success and security. And with a focus on long-lasting, prosperous client relationships built on trust and transparency, Elevate Banking offers you a personal advisor to assist with everything from account opening to expert financial guidance at every turn.
Our Services
Whether helping a client across the country open an account using e-sign or assisting a local business with a remote scanner install in person, Elevate Banking can be tailored to each client’s needs.
Meet Our Team
Savy Ouk-Fernandes
Financial Soundness
Leader Bank N.A. opened in 2002 and has been profitable every quarter since while continuing to build upon its regulatory capital ratios. With a Five Star Rating from Bauer Financial, Inc., and an Outstanding rating from the OCC in 2022 for its Community Reinvestment Act Obligation, Leader Bank’s capital ratios significantly exceed the amount regulators require to be considered well-capitalized. This strong performance continues to rank Leader Bank as one of the top community banks in the Commonwealth and the country.
My advisor introduced my business to Elevate Banking. They offer a competitive return, no fees and are always a pleasure to work with.
Learning Center
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Link to 1031 Exchange Rules in California 1031 Exchange Rules in California
Are you a real estate investor in California wondering how to use Section 1031 of the U.S.
