Investment Services at Bay Federal Credit Union - Capitola (CA)

Shannon Taylor Judy, Alisa and Kim were amazing through out whole journey of buying our first home. Their communication and availability was amazing. They were always on top of everything between showing us whichever house we wanted to see, to staying in top of all our paperwork and communicating with the seller for us. They were so fast and on top of everything we never had to worry about anything. We cannot recommend them enough they are all the perfect team. Thank you so much for making our first home buying experience incredible and so easy!

ALI BIN ALTAF I had the pleasure of working with Karen L. Fisher and I can honestly say she provided the best service I could have asked for. From the very beginning, she was attentive, knowledgeable, and incredibly professional. She took the time to explain everything clearly, answered all my questions with patience, and guided me through each step of the process. What stood out the most was her genuine care and commitment — I never once felt rushed or ignored. She handled everything efficiently, with great attention to detail, and made what could have been a stressful situation feel manageable. I am beyond satisfied with the results and truly grateful for her support. Karen goes above and beyond for her clients, and I highly recommend her services to anyone looking for someone trustworthy and dependable.

Sarah Miryam Small community run, homey, quirky limited access when closed but excellent quality of service and fair policies and practices that more than make up for it. Human interaction valued over high tech services which is a welcome departure from the usual digital grind.