Edward Jones - Financial Advisor: Aaron Norton, AAMS®|AFFP® - Moses Lake (WA)

Sylvia VonFeldt Laurie Elliott at OCC is AMAZING. She is so very helpful and goes the extra mile to make sure we are informed and assisting us to get our invoiced paid. Appreciate the time and attention she has given us every time we call.

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!

Ava Sakowski I have know Scott for many years as a member of the Bellingham Chamber of Commerce. I know that he is a generous member of our community and makes it a point to give back to many non-profits in our community. He is honest, caring and somene whose advice I trust when it comes to financial planning.

Penny Walden Ehrin Stumpges provides us with clear options for home and auto insurance, including discounts available, and exact costs. He has helped us process claims and its always easy to contact him.

Robert Butzerin Chris Stacy has done a wonderful job managing our finances and helping us transition into retirement. Very nice to work with and extremely knowledgeable. We have total faith in him.