Collin Main TIAA Wealth Management Advisor - Spokane (WA)

Chris Pettit Markets are volitile and directions have no certainty but I have chosen Capstone Investment for my financial advisory support. I find the staff extremely helpful and the investment forecast extremely insightful. They are a great group to trust and work with!

Dena Cave Just opened up an account here. Excellent service, friendly bend over backwards folks!! Treated like royalty. Judy especially knowledgeable, professional and answered all our banking questions. I checked out other banks but this ones the best!!!!! Go there!!!!!

Doosie Doosie Jill F. was fantastic. Having little/no experience in finding decent medical coverage for our needs is daunting, but Jill was very patient, kind, timely and knowledgeable and she got us exactly what we were hoping for. We are very thankful for her being there when we needed her.

Rick McCollum RBC mishandled my retirement savings causing me to lose thousands. Even now an account held by them is frozen with no explaination or prediction of when it will become available.

Rick DeChaineau Patrick consistently provides truly exceptional service! His initiative, expertise and attention to detail made the process of opening new retirement accounts, transferring money from another credit union, and moving it into CDs, extremely easy. He also ensured the initial savings accounts were closed once the money was moved so no monthly fees were incurred. He goes above and beyond, such as giving me a phone update on a transaction that occurred while I was out of the country. Patrick is an exemplary member of the Global CU team!

chris lute great company they did a great job helping me with reviewing my financials and setting up a retirement plan

Maria *Lupita* Torres My experience here was great! Muy amable Lenny, very nice and professional. He made sure I understood everything through the whole process. Coming from someone who never asked a lot of questions I never needed to because Lenny had the answer before I could even ask the question. He’s bilingual and made me feel comfortable the whole time even if I would’ve decided to not move forward with a policy he always kept my priorities first. Highly recommend!!