Edward Jones - Financial Advisor: Tina Fierro - Wyoming (MI)

C Drake Tyler helped me and my husband open up our accounts. He was awesome very informative and left no stone unturned to all the available Perks to Being a member. Any continues to keep in contact to make sure everything is up to date and going well. Never had that with any other bank or Credit Union. Its nice to know that they actually care enough to send you an email to see how youre doing. Im so glad I joined this Credit Union I just wish I would have done it sooner.

David VanderVeen We have been with Brian and his colleagues for 18 years. They are all very proficient in what they do. There advise and their management of our investment portfolio has been stellar. We enjoy reviewing our investments with them because they are friendly, professional and caring. Great group!

Geraldine Wilson On 6/2/23 I contacted CFCU’s main number and I spoke with your Customer Service Representative by the name of ‘Jose’. Jose was polite, helpful and took the time to address my questions and provide me with clear answers. It was a pleasure speaking with a representative who still understands the importance of “customer service”. Jose is a prime example of why members like me, love Chief Financial Credit Union! Thank you Jose for being so kind and such a pleasure to speak with.

Dawn - ENI I had the most amazing experience with Grace and her staff at the Mound Road location. Grace has integrity and understands banking for both business and personal clients. I would highly recommend.

Spivey Michael Ive been banking with this financial institution for over nine years and I love their professional staff for such a great effort.

ron Lichtle Great to deal with. Ron Lichtle

Von Miller My wife and I have been using Costello Financial Planning for almost 5 years now and have been extremely satisfied with their services. We have a fairly complicated financial life and Rob Costello has been a tremendous help in helping us organize all of the moving parts into a comprehensive financial plan to achieve all of our life goals. His services go way beyond just asset allocation and portfolio management. He is also very knowledgeable about estate planning, insurance needs, saving for college, business planning and retirement planning - and he takes a holistic approach to make sure that all of these areas work together. Rob is extremely friendly, a good communicator, and speaks TO us, not at us, or down to us. He takes the time to thoroughly explain the pros and cons of available options, gives us his recommendations, but allows us to make the final decision. And being a strictly fee-based fiduciary, we can contact him as often as needed and never have to worry about conflicts of interest or being pushed into investments that arent right for us. We highly recommend Costello Financial Planning to anyone looking to get their financial life in order.

Heidi W Kent and his whole team are fantastic. Financial planning can be overwhelming and confusing but they explain things in an easy to understand fashion. They treat you like family, not just a regular client.