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    Quarry Hill Advisors

    3.7 (3 reviews)

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    4 years ago

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    5 years ago

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    Kyle M.

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    4 years ago

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    Kyle M.

    Thank you for your trust, Tim! It's been a privilege to work with you.

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    Blaze Credit Union - Roseville South - Lobby

    Blaze Credit Union - Roseville South

    (8 reviews)

    Went to this location to open an account and invest in CDs. Teller said, "Next!" I went up and…read moretold her what I wanted to do. No "HELLO!", no smile, nothing. She just started typing and clicking her mouse: type, type, type, type, click, click, type, type, click, click, click, type, type, type, type, click, click, type, type, click, click, click, type, type, type, type, click, click, type, type, click, click, click. I wondered what she was doing, as she hadn't asked my name or for a driver's license or anything - what could she be typing? So I stood there waiting, and waiting and waiting, and waiting. FINALLY, she looks at me with the most stone-faced expressionless look I've ever seen and said, "We can have someone meet with you at 2 pm if you want to come back." (I was there in the morning.) Can you imagine if Walmart or Target ran their business that way?: You're at the checkout with your cart of items and the cashier says, "Can you please go and put all those things back on the shelves and come back later to buy them?" Sorry. You've already lost this potential customer. I took my business to a different nearby credit union where I was treated like an old friend even though it was the first time I'd been in there. What a difference! Blaze blew it.

    So far, I've used this branch in-person twice since opening my account nearly a year ago. Each…read morevisit has been pleasant and efficient. One visit was to simply deposit a check when I had other errands in the area. The other, more recent, visit was to open an IRA account before filing my 2021 Federal taxes. For opening the IRA, I made an appointment online and went the following day to meet with a representative, Scarlette Lao, who was so pleasant, personable and helpful. I felt like I was well-attended to and that I and my business there was appreciated. I left there feeling like I had a new friend!

    Thrivent

    Thrivent

    (56 reviews)

    Downtown Minneapolis

    When the housing market tanked in 2007, I tried to move some money out of one of our failing…read moreinvestments and was not able to do so. Years later, we got a local Thrivent Representative. He was helpful and polite at our first, in person meeting. Some time later, I wanted to move some money and he was very impatient and rude over the phone. I wanted to understand my options. On a positive note, more recently, we had some money to invest for retirement. I decided to call the cooperate office, "Member Care Services". They were all helpful and understanding, especially advisor, Stacy Dobberstein and one other woman (sorry...forgot name). Ms. Dobberstein is very knowledgeable, patient and pleasant. I hate to end with a negative but, I wrote a letter and email because I felt that a committee leader at Thrivent, was pushing her own political ideas, behind her particular program, per her public letter to members. I felt that some of her opinions did not line up with Christian values as described in scripture. I suggested that she stay more generic and focus on universal Christian values. Though I may not have written my best letter, I was hoping for some kind of response, especially since i am the client and Thrivent claims to be a Christian organization. Plus, we are trusting them with our money; money which they profit from. I was happy with the cooperate office in every way, so that is who I recommend. 1* star for the local folks and 5* stars for cooperate.

    refusal to honor terms in disability waiver. will not acept VA (federal government…read moreforms) 100% permanent and total disability certification as proof. Will not accept Wisconsin Department of Veterans Affairs (WDVA) certification of 100% permanent and total disability. have constantly lied about what is in the contract. Refused to offer a electronic way to submit waiver then claimed they lost it after reciving it certified and then sudenly they could recive it electronicly.

    Quarry Hill Advisors - financialadvising - Updated May 2026

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