Steven Hoffmannn I invested my pension with Dennis several 8 years ago and it doubled as expected. When Dennis retired David took over and I continued to express this is my best egg and I planed on retiring in the next 12-18 months and wanted these funds as a safety net. David stated that he felt I could gain more income at a slightly higher risk but would still maintain these funds as a safety net.
After agreeing to these changes, I lost 28% of my investments about 4 months ago. I am invested in 2030 funds and I am 60 years old.
I can’t wait to regain my funds and change investors.
I dropped less than 9% in my 401k. Hmm not good David
Christine Zimmerman This bank does a phonemenal job! I showed up 30 minutes before closing and they opened a bank account for me immediately! I was impressed with the customer service!
Brenda Hand We are a charitable organization and are extremely happy with the service we have received regarding the management of our investments. Our financial advisor, Steve Hicks, is outstanding with his responsiveness, knowledge and attention to detail. He is very personable, easy to work with and works hard to provide his clients with sound financial advice and guidance. Highly recommend!
Brennan Lawson Came here today to pay off a negative balance on an old, closed account and open a new one. Friendly staff, pleasant location. I dont understand all the bad reviews. Ive never had any problems banking here.
Peter Lupkowski Helpful and full service credit union. They have recently added a free coin counter for member use. Drive through on Hart St and an ATM in the hospital.