Client Testimonials

Long-Term Partnership

"LEVEL5 has been and continues to be our partner in developing and implementing our retail delivery strategy. As we roll out our strategy, they are selecting and guiding the acquisition and development of our sites; they are designing and building unique, attractive and efficient prototype branches and large regional hub facilities; and they are working throughout our organization to support our brand that maintains a strong tie to our heritage while embracing our future. LEVEL5 is an outstanding organization and we look forward to a long and successful relationship with the firm."

Rick Foley, President and CEO of Delta Community Credit Union 


Retail Delivery Strategy

"LEVEL5 developed an outstanding retail delivery strategy for us. Its veteran consultants delivered a professional, insightful study of our marketplace that included very specific and actionable recommendations that clearly defined our retail expansion plans. There are so many different factors involved in a branching plan; LEVEL5 guided us beyond the obvious answers and helped us find locations that met our specific needs."

Frank Carter, Senior Vice President of MacDill Federal Credit Union


Peace of Mind

"We selected LEVEL5 without reservation. We operate in a highly competitive environment and a retail branching plan is a significant investment that requires objective strategy and experience. LEVEL5's veteran team works to deliver superior projects at a controlled cost. Each time I walk away from a meeting with LEVEL5, I feel reassured that we made the right decision. "

Wayne Hope, president and CEO of K-25 Federal Credit Union

Banking Environment

“LEVEL5’s experienced management team has helped s create an environment where customers want to conduct their business”

Tom Griffin, F&M Bank President and CEO



Dialogue Delivery

“Our customers enjoy coming into the bank and improvements such as the dialogue delivery system further improve our offerings to them”

Tom Griffin, F&M Bank President and CEO



Relationship-Centric Approach

“I like that the customer is not passed around from person to person within the bank …working with one person from start to finish brings us back to the relationship-centric approach on which community banks were built, it just makes good business sense”

Tom Griffin, F&M Bank President and CEO



Perfect Fit For Credit Unions

“LEVEL5 is a perfect fit for credit unions of all sizes because of its unique and affordable approach to helping financial institutions expand their presence whether in the existing market or changing their name, they can do everything“

Mark Condon, CUNA Senior Vice President of Research and Advice


Committed Approach

“In the past, we never found a facilities development firm that we were comfortable endorsing; LEVEL5’s committed approach changed that.”

Tom Hodge, TCUL Vice President of Sales and Business Development



Open Book Project Management 

“Any firm that is willing to identify its project fees upfront and design and build a project with a true 'open book' is heads and shoulders above anyone I have ever talked to.”

Tom Hodge, TCUL Vice President of Sales and Business Development