Tora A Excellent customer service from Mr Derek. Ready to serve you as soon as you walk through the door. High recommend them…..
Adding on did my taxes again for 2024 once again great service. Alex, Shamika, and Anthony were amazing. They went above n beyond to get me the maximum tax credit not to mention my $50.00… I ll see u guys next year
Dell Hood Daniel genuinely cares for his clients and searches for the best product to fit their specific needs and budget. He is honest and trustworthy. I enjoy working with him so much.
Spen Oliver Alec does great work managing my ROTH IRA. He ensures I’m in the loop of strategic moves and is always willing to share advice on how I can maintain a strong position throughout my portfolio. In addition to being a knowledgeable advisor, he’s a great guy that is makes it a priority to know his clients personally. I look forward to working with him for a long time.
Mariebelle Rodriguez I had my business taxes done today for the first time. I was recommended to come here by a friend, and let me just say I am glad that I did! Jay was very professional and upfront about the whole process. He answered all questions and concerns that I had. His staff was also very friendly and helpful. I will make sure to refer my friends and family to this business when they need their taxes done right!
Marie Parish Bianca was exceptional!! Came to the credit Union to open a new account. Bianca was extremely personable and professional. Was just an overall great experience!!