Nuvision Launches Financial Wellness Center After Merger With SafeAmerica

The Nuvision Credit Union and SafeAmerica Credit Union merged effective February 2025. The combined $3.8 billion credit union now operates under the Nuvision name and charter with leadership and employees from both credit unions. Through the partnership, SafeAmerica members now have access to seven branches in the Bay Area, with an additional 29 locations and fee-free ATMs in 2025. Members also will benefit from an expanded product, loan and service offering, including full-service Business Banking, officials say. Nuvision CEO Roger Ballard is the CEO of the continuing credit union, and SafeAmerica's five branches remain open under the Nuvision brand.

"We have tremendous respect for SafeAmerica's longstanding tradition of delivering excellent service to its members and supporting its communities," according to Ballard. "This partnership allows us to bring new benefits to SafeAmerica members, which aligns perfectly with our cooperative mission. By coming together, we're excited about the opportunity to provide greater value to our combined members and communities. As a larger organization with a significant northern California Bay Area presence, we are well positioned to continue to grow and enhance the services we offer to all our members. We're looking forward to the future we'll build together."

In announcing the merger, Frank Zampella, then Chair of the Board of SafeAmerica, said, "We have great respect for the Nuvision Board, leadership and staff, and look forward to combining the best of each organization's strengths to grow and bring all our members an extraordinary banking experience."

Last month, Nuvision announced it had launched a Financial Wellness Center on its website with new resources for its members. Officials say financial wellness is "not just about saving a little more or cutting back on spending. It's about understanding your finances so you can make smart decisions, plan for the future, and feel prepared for whatever comes your way. Whether you're paying off debt, saving for a big goal, or just trying to get a better handle on your monthly budget, this new resource center is here to help."

The Financial Wellness Center includes practical tools and guidance on important financial topics, with tips, strategies, and resources to help members meet their goals. The topics include savings, budgeting, building credit, managing debt, buying a home, buying a car, finance for children, and retirement. Members have access to several interactive tools, including financial calculators, education modules, free webinars, and financial coaching.

The expanded Nuvision Credit Union now serves 200,000 members with 36 branches across California, Alaska, Arizona, Washington, and Wyoming. Nuvision was founded in 1935 to serve the employees of Douglas Aircraft Company. Today, it has more than $3.3 billion in assets and over 170,000 members.

SafeAmerica was originally chartered in 1953 to serve the employees of Safeway Inc. and operated principally in the San Francisco Bay Area, with branches in Pleasanton, Walnut Creek, Brentwood, and Hayward. SafeAmerica Credit Union was a privately insured, not-for-profit, full-service financial institution. The Nuvision branch office at Hacienda opened in April 1996 as SafeAmerica. 

For more information about Nuvision Credit Union, please visit nuvisionfederal.com.

To learn about Nuvision Financial Wellness Center resources, please visit nuvisionfederal.com/financial-wellness.

For more information about the Nuvision merger with SafeAmerica, please visit nuvisionfederal.com/sacu.

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