SilverTree Wealth Partners - Raymond James - Puyallup (WA)

Makaila Bergeron Cheney FCU has been a great experience since I became a member in 2023. I am always prepared with what I want going in and they always take their delivery a step further to accomplish my goals. Most recently, I needed to utilize shared branching for a large transaction and experienced some issues on the receiving CUs end. After a few phone calls and another trip back to CFCU, I got ahold of Margaret, from the Westbow branch. I tell you, Margaret was an absolute gem and really went the extra 10 miles to deliver. She spent the entire day on the phone with the other credit union, mind you to resolve their issue, so my funds could make it where they were intended. She remained in contact with me and continued to provide timely status updates; truly making me feel like a valued member all throughout the process. Kudos to Margaret and thank you again for all your hard work and attention.

Brandon L I keep getting calls and voice mail from this company, I have asked to have my number removed several times and they acknowledge that I have no account with them or that my number is in their system yet they continue to call. They can easily transfer me to their ITs to address the issue as they can place a block on my number but wont do it. I have blocked several different numbers that all return to this company with no end in site. Its OK for them to frustrate me with the continued calls, but when the tables turn and I spam them non stop they wont talk to me and hang up, why is it OK for them to do but not me? All of the managers there are worthless and refuse to escalate the issue any further than themselves.

K Sagdahl Amanda helped us with our refinance. She made the process very easy. Her professional, yet warm and friendly service was above and beyond. She also helped us with a rushed potential purchase, always with a quick response. Thank you Amanda, we will use your services again and will definitely recommend you to others!

Roy Knox I have been with this Financial Institute since the early 1990s and after being at this office for less than 2 years the relationship was terminated and the accounts were transfer to another institution.