Credit Unions near Waunakee, WI

28 locations found near Waunakee

“Lyaysan was fantastic to work with! She was quick, knowledgeable, and explained everything in a way that was easy to understand. I highly recommend stopping in if you're looking for financial advice or have any questions.”

4.3 Superb56 Reviews

“ALWAYS kind and professionalJoanna, and Cait helped me a numerous amount of times and Derek helped me today again!!
They were ALL a ray of sunshine and positivity this world needs.
They all know thier jobs VERY WELL!!!!! I stopped in on a whim and without hesitation Derek said lets get ya taken care of and was was so Patient with me today.
I currently have been appointed a gaurdian of everything for three people. Its a lot to understand all at once. Derek was awesome!! Summit ROCKS!!
THANK YOU ALL for all you have done for me.
Thank you Cait, Joanna, and Derek for your professionalism, and clear acceptance with me as being one of your visible community transgender customers!!”

4.9 Superb56 Reviews

“Alonso Was very friendly & polite & really helped me with getting approved really really recommend banking here with them loved my service thank you!!😊”

4.8 Superb57 Reviews

“I've been a member of UWCU for a few years, but recently they went above and beyond when I had to get a document notarized in an unusual circumstance. Anna at the front desk really took her time understanding my problem and went out of her way to make sure I was leaving in the best situation possible. Everyone here is wonderful, friendly, and beyond capable.”

4.8 Superb51 Reviews

“Just met with Tim V at Middleton branch. He was great and went above and beyond despite me being quite frustrated at the beginning of the appointment. He straightened things out and explained what was going on and I left feeling the opposite of frustrated. Thanks, Tim!”

4.8 Superb56 Reviews

“My car was totaled by hail and I was completely unprepared to get a new vehicle. I met with Gwen, who was incredibly easy to work with and our conversation lifted so much stress off my shoulders. I found a car I liked that was higher than my pre approval and sent everything over about an hour before they close. Gwen got back to me so quickly to let me know that my loan was approved before the weekend. I couldn’t be more grateful to have worked with someone so professional and helpful during a time like this. Thank you so much.”

4.7 Superb69 Reviews

“I've worked with a lot of financial institutions over the years for both personal and business banking, and Summit Credit Union's Monona branch has been, by far, the best experience I've had. In fact, I've moved multiple business accounts from other banks to Summit because of the exceptional service and genuine care their team provides.

Every interaction is professional, efficient, and friendly. The staff consistently goes above and beyond, making banking easy and taking the time to ensure everything is handled correctly.

A special thank you to Brad Benson and D'Laney Thelke, who have been absolutely outstanding. Their responsiveness, knowledge, and commitment to customer service are second to none. They don't just process transactions—they build relationships and truly care about helping their members and business clients succeed.

It's refreshing to work with a financial institution where you feel valued every time you walk through the door. I confidently recommend Summit Credit Union in Monona to anyone looking for a bank that combines exceptional service with people who genuinely care about their members.”

4.7 Superb61 Reviews

“I love UW Credit Union! 50 year member here! Every branch I’ve been to has been helpful. But what stands out above EVERY other financial institution I’ve ever used is their online service. Not perfect, but very close, and they keep improving it.”

4.6 Superb91 Reviews

“Brad was so kind and knowledgeable during the home buying process. He took the time to explain every step to us and was always available for questions. We would absolutely recommend him and the team at UW for a mortgage and banking.”

4.8 Superb48 Reviews

“We are doing a more complicated mortgage financing project, and Carissa and Settlers understood the process completely from the get go with high degree of professionalism and knowledge and friendliness. Terms and costs are reasonable too.”

5 Superb24 Reviews

“If you need help with your account, credit or anything else Definitely go see Mr. Swenson. Super understanding and helpful guy. Made the process of getting my credit going super easy and is all around a genuinely good guy.”

4.8 Superb40 Reviews

“Our Monroe Street branch offers everything you expect from a great bank — helpful and knowledgeable staff, notary services, and convenient walk-up and drive-through options.”

4.6 Superb45 Reviews

“I needed help notarized some documents, and it involved something with which they were not familiar. They were very nice
helpful once we figured it out. I had to come back 2 more times because of errors in the document that had to be notarized, and they were so patient and welcoming. I'm just a visitor to Madison but felt so welcomed. Thank you”

4.7 Superb40 Reviews

“Very Friendly and helpful staff!
Joe, one of the bank official, made the process simplified and helped me in the process of bank account creation. On, Wisconsin!”

5 Superb18 Reviews

“Pablo was extremly helpful in finding out why we could not Zelle and after straightening that out he helped us to Zelle in the MOST POLITE AND HELPFUL WAY and gave us his card for help with any future problems”

4.4 Superb79 Reviews

“I experienced great service from the Middleton Branch of the Summit Credit Union. My goal was to transfer my IRA's to Summit. I walked in one day to learn what I needed to do. Cary, a financial consultant, heard me describing my situation to the receptionist. He immediately came out of his office and offered to sit down with me right then. I didn't want to interrupt his work and we set up an appointment for the next day. The process began the next day and it took a few weeks to complete the transfer process. When the transfer was complete it looked like I had to wait for the checks to clear before setting up the CD's. I walked into the Middleton office to confirm this information. Amanda, the branch manager, said she could help me soon. Within a few minutes I was sitting with her and she established my CD accounts. So, twice while walking into the office, I received immediate attention to my requests. It can't get much better than that!”

4.6 Superb24 Reviews

“I am writing a note regarding Nico Henderson of Summit Credit Union. Nico helped me with a problem I had with an order I had placed on line and after I did it, I felt it was a scam, which it turned out to be. I am very grateful to her and she was very helpful and patient with my problem with the company. Through her efforts on my behalf, the problem was resolved. She was great!”

4.3 Superb91 Reviews

“Ive been at this credit union when it was named differently and have never had a bad experience. Of course there has been new faces and rebranding since, but I still continue to get the best service when I am there.”

4.4 Superb61 Reviews

“Michael was extremely helpful I really appreciate the personal attention he gave would suggest anyone who needs help or has any questions to call him directly at the Madison college location!”

4.5 Superb23 Reviews

“Doug Richard, Branch Manager, has been a stress reliever for me helping with the change from Dane County to Heartland. His ability to make a number of switches for this Senior Citizen with amazing patience was remarkable. With his help (New checks, Credit Card, .Auto Deposits Auto Pays, etc) I hope to have all done and over before the October deadline. He is a credit to Heartland and a wonderful person to work with.”

4.9 Superb11 Reviews

“Im very pleased with Char Blackmond help and going above and beyond for me, as a customer I felt valued, originally came in because my a t m card was not working.It wasn't allowing me to make any cash deposit. I originally spoke with a gentleman that had i hope that my account was overdrawn, and that's the reason they blocked the card. When Char step in to help! She made a couple of calls and within a few minutes my card was working. Thank you for taking care of me and going the extra mile. Please ask for Char if you want the red carpet Treatment!”

4.1 Good58 Reviews

“My husband and I had the pleasure of working with Kelli Ezzell on a construction loan. We bank through a local CU, but after they dropped the ball with financing our construction loan, we decided to take the advice from a trusted realtor and give Settlers Bank a call. Kelli Ezzell and her team were prompt, courteous, knowledgeable and friendly. They made the construction loan process painless and simple! We are beyond grateful that Kelli and her team at Settlers Bank were able to help us achieve our dream of building. From the bottom of our hearts, THANK YOU. We highly recommend Kelli at Settlers Bank.”

5 Superb5 Reviews

“You made it so easy to get a sizable check when I needed it to
cover some new windows I had installed. No questions since
I had proper ID, etc.”

4.3 Superb6 Reviews

“I have been a member of Summit for many years and wanted to give special thanks to Brooke at the Yellowstone branch! She is so friendly and is able to handle my requests, big or small, with professionalism, attention to detail and efficiency. I always appreciate her service!”

4 Good47 Reviews

“Alyssa Mena helped be with a routine deposit, but made the experience super quick, painless, and personal. Always a great experience with the Heartland Credit Union staff!”

3.9 Good38 Reviews

“I had charges coming from multiple places to my checking account. I have manic depression and I had an episode where I was very free with money and got hooked up with some bad actors. When I realized, the bank staff at Willy street got me re setup on the heartland app, so I could remain on top of my finances. I walked in distraught and walked out elated!”

3.6 Good12 Reviews

“XOCHILT was very kind and patient with me as I gave her the wrong part of a business check I wanted to deposit.
She never was rude, impatient or irritated by the delay while using the drive through at SUMMIT on East Washington Avenue.”

3.7 Good65 Reviews