I've been dealing with my father's passing for most of the past six months. This has involved a myriad of paperwork, appointments, financial reviews and more.
It is in this context that I've dealt with Everwise Credit Union (formerly known as Teachers Credit Union), an Indiana/Michigan credit union that served as my father's financial institute.
You always hope that your financial institution will have your back. It's a business, of course, but you hope that whether your account is big or small that it'll feel like a place you can trust.
As I've been working through my father's finances, it's become apparent that Everwise treated him well. They've treated me well throughout the process, however, I'm most impressed how the manager here, Megan, seems to have had her eyes out for my elderly father and took care of him in some very obvious and protective ways.
You can't always depend on that. Yet, it was perfectly clear that's what occurred here. It's throughout the documentation and e-mails and paperwork and follow-up even after my father's death.
This Everwise, in Greencastle, was my father's go-to option. Located in the same city as DePauw University, this Everwise is your usual credit union with investment services, banking, mortgage services, night deposit, and the usual Everwise co-op shared branch options. They also offer virtual options.
I never had a reason to use the ATM as I was primarily resolving my father's business.
Mostly, I'm just really touched here by how Megan seemed to have a watchful eye over my 81-year-old father. In a world that so easily exploits people, everything I've seen indicates Megan was trustworthy, professional, compassionate, and helped him stretch his finances in wise ways.
In short, I'm very impressed and grateful. read more