Finance, Loans, & Insurance

As an industry leading association, we are constantly evaluating our preferred vendors to ensure we provide the best solutions to our members. Through this process we have decided to exclu sively partner with ADP for all payroll and HR solutions. We are excited to offer our members the  opportunity to use ADP’s trusted, turnkey solution for all your payroll, compliance and HR needs. 

Having a payroll provider that helps keep you up-to-date with changing regulations and policies is more important than ever before. ADP’s expertise and services means the difference between knowing and not guessing, providing you the tools and resources to help keep you informed during these unprecedented times. 

ADP offers a comprehensive set of payroll and HR services to help save you time and help keep you compliant in all phases of your business. You may only need easy-to-use payroll software, or you may be looking for solutions to make other aspects of HR simpler. For your workforce on the go, ADP Mobile Solutions provides easy to use, anytime access across devices to clock in and out as well as check pay and time off balances.

AMWA members receive a 30% discount on services.

AMWA recommends ADP services- ADP is our preferred provider for payroll and HR services!


AMWA is thrilled to partner with First Republic Bank to offer special member benefits for personal and business banking needs, including student loan refinancing.  Benefits with First Republic include competitive mortgage and business loan rates, competitive CD deposit rates, student loan refinancing with incentives on loan pre-payment, and a customer service oriented approach that allows for flexibility and responsiveness to meet individual needs. First Republic has a strong commitment to the medical industry, and the people who make the work possible.  For all inquiries, please contact our dedicated team of bankers at amwa@firstrepublic.com.

Did you know that First Republic Bank:

  • Offers ATM Rebate Checking accounts that do not charge access fees at all ATMs worldwide and you receive a rebate on ATM access fees charged by other institutions?
  • Offers highly competitive business loans to physicians and medical practices?
  • Has a student loan refinance product with no fees and rates as low as 1.95%?
  • Allows you to earn back interest paid on your student loan when you pay in full within four years?

These benefits are available to all AMWA members, however lending is limited to members located in regions which First Republic has offices — California, Oregon, New York, Massachusetts, Connecticut, Florida, and Wyoming. A list of locations can be found here.

AMWA Member Testimonial
“I’ve been banking with First Republic Bank for many years and they have provided excellent service every time. When I was purchasing a car and needed to withdraw a large amount of cash on a weekend, they immediately provided that for me. If I need to get a document notarized, they have many staff members qualified to do so. I wouldn’t think of banking with anyone else.”
— Virginia

Doctors face unique financial needs. KeyBank understands those needs and offers straightforward, objective advice and customized mortgage solutions. We have designed a program using specialized underwriting tailored to the financial needs of medical doctors.

Our program is designed with your needs in mind. Highlights include:

• Fixed- and variable-rate options available
• Loan amounts up to $3.5 million
• Up to 100%2 loan-to-value (LTV) to $1 million
• Up to 95%² loan-to-value (LTV) to $1.5 million
• Up to 85%2 loan-to-value (LTV) to $2 million
• No private mortgage insurance (PMI) required
• Personalized service
• Loan options available for purchase, as well as rate/term and cash-out refinances
• Eligible property types include owner-occupied primary residences and second homes
• Available for 1-unit single-family homes, condos or planned unit developments

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Through this partnership, AMWA members will receive 6 months free access to the Nav.it app,
which will then be extended for only $1/per month for the remainder of the year of service launching 11/1/22.

(This is an $84 annual value provided through your membership.)

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SoFi.New AMWA Membership Benefit Assists with Refinancing Student Loans

AMWA has partnered with SoFi to also offer a range of financial wellness products to help provide solutions to employees to better manage their student loan debt and finances.

SoFi offers a range of options to optimize your monthly payments, lifetime cost, or speed of pay off, all in addition to no fees and no catch. What’s not to like? Take a look at this short video to learn more.

SoFi Student Loan Refinancing – SoFi’s refinancing can help those with student debt save money on total interest, make lower monthly payments, or shorten the duration of their loans. SoFi can refinance both Federal and/or private student loans into a single loan with one monthly payment as well as offer low fixed or variable rates with flexible loan term options (5-20 years). The main benefits include:

  • Bonus: 0.25% Rate Discount welcome bonus1 for members and family members who refinance through AMWA.
  • Serious savings: Members save thousands by refinancing.
  • Low rates: Low variable and fixed rates with options for short and long-term repayment periods.
  • Simplicity: Consolidate all student loans into a single loan with one monthly payment.
  • Perks: SoFi offers complementary financial planning, exclusive member events, a referral program, and more.
  • No fees: No application fees, no origination fees, and no prepayment penalties for paying off your loan early.

SoFi Personal Loans – The SoFi Personal Loan is designed to help you borrow money for any kind of personal use such as paying off credit card debt, investing in home improvements, or paying for an unexpected medical expense. Unlike many credit cards, a SoFi Personal Loan has an interest rate under 15%. Additionally, a SoFi Personal loan can be a great alternative to a 401(k) loan which can negatively impact one’s retirement savings. The main benefits include:

  • Bonus: $200 welcome bonus2 for employees and family members who take out a loan through AMWA.
  • Rates: Low variable and fixed rates with 2-7 year repayment options.
  • Easy Experience: Apply in minutes online to borrow $5,000 to $100,000.
  • Perks: SoFi offers complementary financial planning, exclusive member events, a referral program, and more.
  • No fees: No application fees, no origination fees, and no prepayment penalties for paying off your loan early.

SoFi’s welcome bonuses are available to all AMWA members as well as their family members & friends.

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