This isn't just business with Bryan and Monica. They genuinely care about the people they work…read morewith. Bryan is always available when I have questions and takes as much time as I need to help me understand what is happening with my accounts. I look forward to working with them for a long time!

Bryan does a great job in working with you to meet your financial and retirement goals! It is so…read morenice to have someone that works with your accountant to make sure everything is right. Both Bryan and Monica, his right hand, are super easy to work with and try to keep things as simple as possible for you to understand.

We were recommended by a family member when we retired and we are glad we listened…read more This team of advisors listens, and had immediate answers and solutions. Very fast turnaround to our requests. We are so satisfied that we recommended them to our neighbors.

Always been happy with people at this branch, and one of the best credit unions in the area. If you…read morelook at the total picture in terms of fees and return and service provided vs costs, they can't be beat. But today the security person was above and beyond. Saw me coming with my crutches and got the door for me, made sure I had a place to sit, and checked me in for account help. In person interactions have become so much harder and more complicated in the time of covid, having someone who was so aware and helpful saves me risk and pain. So uncommon these days and gratefully appreciated.

Even though I don't bank here I applied for an auto loan on line. What a mistake. Poor…read morecommunication from the lending specialist and she failed to meet my desired timeline for the car I hoped to purchase. I found a much better option at the same interest rate.

I have been using Edward Jones for quite awhile now and he is so great at answering my questions,…read moreproviding me with information I need, and he has a great sense of humor! His assistant Sam is super efficient and friendly, and she can provide information if Nate is unavailable as she is quite knowledgeable as well. I don't know how complicated things would be if I didn't have them to help me right now as I am also tasked with going through my mom's finances as she has gotten to the point in her life where she can't manage them herself. Thanks Nate (and Sam too)!!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Clear View, organized our finances. They helped us save money and reveal things we could improve on…read morealong with helping set up for the future. We will recommend them to everyone! Especially after watching older members struggle in this area.

They did a great presentation to our group. Check them out. Don't wait till it's to late,setup your…read moreaffairs now. Fees are reasonable, especially compared to what lawyers charge.

No matter how much you think you know about the college application and financial aid process, you…read moresimply can't get the kinds of offers that Beatrice can get for you. Beatrice is truly a master of the college processes!

From the owner: If you're a typical parent with college-bound students, you're probably overwhelmed…read more You want to help your sons and daughters make the right choices and prevent overpaying for their education. You're not alone! At Westface College Planning, we're committed to helping parents through this process by offering information packed one-hour workshops. Learn how to: * Understand the true cost of college (and how to afford it!) * Discover the steps you should be taking in your student's freshman, sophomore, junior and senior year * Maximize financial aid and minimize expenses * Compare public vs. private costs * Develop best practices for school selection Most parents are not financially prepared to enter the most expensive time period of their lives, but we're here to help!

I wanted to recognize Jeff Lukowiak at Cascade Consulting. He is one of the most professional and…read morethorough financial planners I have ever met! Definitely worth the time to speak with him!