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    H&R Block

    5.0 (1 review)
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    Updated 3 weeks ago

    Services - H&R Block

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    Charter Oak Federal Credit Union

    Charter Oak Federal Credit Union

    (5 reviews)

    I have never had a problem in all the years I have been a member of Charter Oak. Service is always…read morefriendly and prompt.

    I have been a customer for over 30 years and the service has gone completely downhill. Yesterday…read morewas the last straw! I went to the Montville office and tried to roll my CD over into another one. The poor woman waiting on me had never saw me before and I had never saw her. No big deal so I thought. When she went on the computer, she said she needed to update my information. Ok, shouldn't be an issue right? Wrong! First the poor girl couldn't scan my drivers license. She got assistance with that, then informed me my employer that was listed was a company I left in 1996. I said I had not worked there since 1996 and had worked for 3 different companies since then, with direct deposit from these companies, so the credit union already knew these employers. I then said "I am not working now and am retired". I asked if she had the right account? I was informed it was, but then she asked my wife where she worked. My wife has not worked since 1996. The woman said she needed my wife to supply her with the employer she worked at in 1996. I thought this was ridiculous and said so, but she insisted she got the information and said she could not go any further without it. I started to get nervous she had the wrong account. She said this was a new policy and she could do nothing about this and I need to supply her with all new information. I told her we were going to stop the process and I was going to probably going to just close my accounts because this wasn't making any sense. My wife talked me into going to the Norwich office and see if we could get some answers there. That was a mistake! At the Norwich office where we pretty much do most of our business, had the same problem but worse. There we went thru the same thing, they wanted to know our information, had to scan my drivers license again, and had me listed as retired from the 1996 employer. They then wanted my email address which they already have and send me emails, imagine!! then started asking my wife where she worked and wanted her employer from 1996! One big vicious circle! I asked to speak with a manager and this ignorant, arrogant individual came in and said I needed to supply all this information because its their policy and if I don't I can close my accounts and leave! I left alright and went home to change all of my electronic banking direct deposits and paying to another bank so I can close my accounts and work with another bank who puts there customer first and treats them nicely!! Maybe someday the Charter Oak Credit Union can go back to the way they were years ago. Hopefully they get new management who understands customer service!

    H&R Block - taxservices - Updated May 2026

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