Financial Haus - San Diego (CA)

Jeff Lynch I was recommended to bank with Community First Credit Union by several people. So I read the reviews and chose them over other Credit Unions in the area. They were impressive. From the moment you walk through the door with a pleasant greeting and a smile to the smooth friendly informative service from Victor on opening my account. I highly recommend them.

Marti B. I have worked with Brian for several years. His expertise has been invaluable to my financial journey. He has provided exceptional guidance, particularly in planning for my retirement. A few examples of where Brians guidance truly made a difference include tax planning for Roth conversions and charitable giving with a donor advised fund. After a discussion with Brian, he also gave advice and consulted with me on my individual trust. Brian provided stability for my investments during volatile COVID markets, allowing me to weather the uncertainty with peace of mind. Thanks to his guidance, Ive been able to enjoy retirement more fully and travel without having to check my accounts daily by knowing that my financial future is in capable hands. Brian is a level headed, easy to work with and very accommodating advisor. My portfolio is doing fabulous! I recommend Brian to anyone seeking a knowledgeable and reliable financial planner.

Long Family Would not recommend this bank for personal or business use!! Since opening this account nothing has gone smoothly. I couldnt even activate the card they sent me in the mail! Today my atm card was swallowed by an atm machine. Took over an hour to get a human on the phone and this required calling all four of their numbers. The only good thing they have going for them is the bank manager at the Center St location. Dont open an account here, save yourself now and check out other credit unions.

Veronica Tapia I very satisfied with the service. They have a great customer service.