2 /5 Mary Kay Lawless: My bank did everything. The LPL doesnt even know me online.
5 /5 Anthony Maceri: Dave and his family are truly incredible to work with. They have so much experience and I couldnt recommend them more to be anyones financial advisor. Ive had a couple others Ive worked with in the past, but this team is the most honest, professional and hard-working family Ive ever invested with. Choose them and you wont be sorry!
5 /5 AL SZYNSKI: First visit, Appreciated the service and suggestions.
Seemed quite helpful
Thanks.
Ben Cross I met Mark from Bay Pointe Financial Management through a friend. After speaking to him a couple of times I could tell he was sincere and understood various different investment strategies, wasnt just trying to sell me life insurance. They are fee based and not commission based so the are aligned with their clients which I like. We came up with a plan to get my goals on track and he followed up with me to make sure that I was executing on the plan. We met several time during the day and in the evening. He always picks up the phone when I call. Id highly recommend Mark Pauwels and Bay Pointe Financial Management.
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.
Rosemary Wilson My experience with CFCU has been nothing but positive. I’ve refinanced with them and have taken two auto loans with them all with low interest rates. Everybody I’ve dealt with has been pleasant and helpful. Jered helped us with our latest auto loans and he was very knowledgeable and helpful. He was quick with the process.
Danielle M David is very attentive and always available to talk. He’s done a great job managing my funds, I’m very happy with his work. I would absolutely recommend working with him.
