The Efficient Banking
Why choose us for your banking needs
At Daniel Tan Finance, we're dedicated to providing services that simplify our customers' everyday financial needs. We believe in building genuine relationships and providing positive experiences across all channels – from in-person interactions to our digital services. Your information and financial records are safeguarded with the highest level of security. You'll find our knowledgeable associates always ready to serve you with accuracy and a smile, and we proudly support the communities where we operate. Founded in 1983, Daniel Tan Finance is a regional financial solutions provider offering personal banking services, business lending, and investments to consumers and small to medium-sized businesses.
Our community-focused approach prioritizes taking care of customers, businesses, and communities in the areas we serve, providing financial solutions to simplify everyday needs. In addition to traditional deposit and loan products, we offer a comprehensive suite of services designed to meet your evolving financial journey. These include:
- Digital Banking Solutions: Manage your finances on your schedule with our secure and intuitive online and mobile banking platforms.
- Credit and Debit Cards:Choose from a selection of cards with features and rewards tailored to your needs.
- Mortgage Services: Our team guides you through every step, whether you're a first-time homebuyer or looking to refinance.
- Retail Brokerage Services: Build your investment portfolio with personalized guidance and a range of options.
- Trust and Wealth Management: Protect and grow your assets with our experienced advisors.
- Cash Management: Optimize your business's cash flow with streamlined solutions.