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“Jeff has been my financial advisor for over a decade and his advice and guidance have served me very well through challenging economic conditions and various life changes. I trust his knowledge and instincts, and appreciate how available he is to his clients. His office manager, Stefanie, is equally wonderful to work with. I'm so happy I found this team early on in the investing process.”
“I came to the bank for the first time today. I opened some bank accounts with the help of Stephanie. She was so very informative and helpful. This bank is very clean and organized. All of the employees were very kind. They're banking. Options are fabulous. Everything earns interest and there are no account fees unless someone goes overdrawn. I highly recommend this credit union.”
Financial Advising
Financial Advising
Financial Advising
“Really good agency, I've been with them for many years for home and car and umbrella insurance, over various life changes and even a couple of claims. Great service, Audrey is always ready to look into various options for me or handle more difficult questions. I've never actually met them, I live in another part of town and do everything by phone and email.”