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“I’ve been coming to this bank for over 7 years. The women that work inside are wonderful and have always done anything they could to help me. It’s always a pleasure to go to this branch. Kindness and professionalism aren’t always commonplace nowadays. I couldn’t be happier to give them a good review.”
“My husband retired in 2020 from a company that he spent 43 years building a retirement, so he was VERY picky about financial planning. A good friend of mine referred us to Aspire. We met with Bryan Philpott and Colby Clark and they were wonderful. They were so thorough and listened to what was important to us and then came up with a plan to help us get there. We meet quarterly but they are always available for a phone call. We have been so happy with their guidance and I have the utmost confidence in this team.”
“Jay and the team have been our personal and business tax advisors since 2001 and we couldn't be more satisfied with the friendly, professional services they provide at Lesemann CPA's. Keep up the great work!”
“it was very pleasing that when i found out that az didnt accept more than 500 on a check and had to split the checks up i thought this is a great idea to refund thanks hope this helped>”
“Very good Credit Union. Staff is friendly always have a smile on their face. The one thing I don't like is the share banking. You have to go inside to get money. You can't go to the ATM. So that makes it complicated to get money when they're close. That is something that should be looked at. That is why I gave them 4 stars. Other wise if I could'v I would give them ten plus.”
“I had the Great fortune to meet with Financial Consultant Mr. Rex Casey to discuss opening several accounts with Charles Schwab. Mr. Casey was very knowable of the products and services that were available and made me feel at ease making the selection for my personal banking & financial needs.Outstanding Job Mr. Casey!!!Thanks,Darryl L Crenshaw”
8:00 AM - 5:00 PM
7930 W Kenton Cir #260, Huntersville
Financial Advising
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“Roy is a great financial advisor. He listens to your concerns and helps you make decisions. Roy and Monika are like family, they always ask about family members. They stay in touch with you. Both Roy and Monika are detail oriented and will get back to you the same day. I have been very pleased with my financial outcomes.”