Mountain Laurel Federal Credit Union - Bradford (PA)

J M Good people -This office was extremely welcoming when I visited. They provided me a detailed financial plan, and it reduced the anxiety I’ve had since I began considering retirement.

Denise Reichardt Insider Information: These Advisers are true Fiduciaries with a hands-on, full service approach rarely seen nowadays. Because they are a truly independent firm, the advice you get is unbiased, unprejudiced and as individual as you are. They meet their clients often and are always available when the winds of change start blowing. Their expertise is in the Retirement sector which includes wealth and estate planning for individuals and families as well as Fiduciary guidance for Retirement Plan Sponsors (think 401k’s, etc) at Companies. I’ve personally observed Josh save companies money on their Plans and simultaneously provide better options and more value for their employees. No one is assigned a client # and the level of attention and follow up is quite impressive. I know this because I’ve had the pleasure of working alongside Josh, Bob, Peter and Ron since late last year assisting them with CRM. They know the minutest of details about almost every single one of their hundreds of clients which is impressive because after 25 years in banking, I can tell you that most Advisers can’t even remember your name sometimes, let alone what your situation is. Response rates to clients are excellent and all clients are treated fairly, with actual compassion involved, it’s so refreshing.

2 Thumbz Have used them 3 times and each time was completely satisfied! 5 stars!!

Julie Kurilla Love this credit union. My husband and I are members we have never been disappointed in the services or the staff they are helpful and great. We left FNB because of the service fees and loan rates were outrageous. every bank does upgrades on their systems but its usually for a brief period

Cathie Hoke We have been working with Aaron Trinh as our Financial Advisor for several years. He is incredible! He is very knowledgeable and is able to explain things so that we can understand. He is very patient and informative, and looks out for our best interests. We look forward to working with Aaron for many years.

Tommy R. Carla was awesome!!! She was very helpful in walking me through all of the promotions and offers they had going on. She is all about helping out her clients and genuinely caring about them!! I can tell she truly cares about each client she works with and wants the best possible financial outcome for them. Carla is amazing!! 10/10 highly recommend this chase bank location and Carla as a private banker!!!

Divine Heart I go here every week to cash my check there’s a pretty Spanish girl that works at the window she’s so sweet and down to earth