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“I spoke with Heather regarding a checking account. Although I didn’t get the answer i was hoping for she was very helpful and was very understanding of my situation and gave me next steps. Highly recommend banking here. I went in with questions and felt like i was understood and got the information i needed on what to do next. She did everything she could to help me and that really goes a long way.”
Investing
Investing
“Dan Basham spent hours with us exploring our options and he listened to our desires... he put us on a path to success for retirement and security. Rachel is so amazing and has helped us paying college expenses, calling us with reminders... they are ON TOP OF IT!!! They check in with us often!! Great kind people too.”