Branch lobbies are open with limited hours and safeguards in place for your protection. Click here for locations and hours.
What is your unique financial personality?
The Financial Personality Indicator takes just minutes of your time but can provide insight into a lifetime of financial beliefs and habits. Understanding your unique financial personality will help you become more confident in the way you relate to money.
York Traditions Bank has developed a series of questions which are designed to help start a conversation about money. The “Financial Personality Indicator” is not meant to label you or put you in a box. It is meant to give you insight into why you make the financial decisions you do, and what money means to you.
If you choose to have a personal financial coaching session with a York Traditions Bank professional, this information will be helpful as they work with you to develop short, medium and long-term financial goals.
In the meantime, see if you can identify with one of the four Financial Personality Profiles.