Edward Jones - Financial Advisor: Jonathan M Piff - Friday Harbor (WA)

dann mount Friendly

Matthew Allen Bryan Colman has been my finacial advisor with First Command for the past 9 years, and I couldn’t be happier with the customer service I’ve received from him throughout all these years. I trust no one more when it comes to sound finacial advice than that of Bryan’s. The peace of mind I get knowing he wants to set me up for success is worth its weight in gold. Whenever I have a question regarding money, expenses, budgeting, etc, I know I can reach out to him for assistance. In the early years when working with him, he was one of the voice of guidance that helped level the bubble with my budget. This helped me realized how wasteful I’ve been with spending money. He helped guide me with establishing my portfolio, TSP, life insurance and Roth IRA. You can tell he is passionate in this role as an advisor and only wants what’s best for his customers. He is an expert in his craft and loves every moment of what he does. 11/10 and if you chose Bryan as your advisor, you are in safe hands.

Elisabeth Allen Nick is knowledgeable, gives sound advise, makes himself available, and contributes to the community! And, his Assistant, Nicole, is a gem. Keeps things in order!

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!

Oleksandr Liekhov Today I was at the bank, very good people work there. I had a delay and the staff very politely helped me solve my problem, thank you very much

Jonah S I’d like to share my experience setting up a new account with global. We worked with Dagem who took his time with us and went above and beyond to make us feel taken care of. Will be referring other family members in the near future.