As a couple we have been a client with Hendershott Wealth Management for over a decade. With 100%…read morereassurance, we could not image entering our retirement years without the prior years of planning with HWM. Living our best lives in retirement, stress free of daily/weekly/monthly management of our portfolio. I simply could not image, in today's world of some much uncertainty, going alone! Retirement in my mind eyes would be NO FUN! It would be work, and worry to imagine the markets daily. We don't!

I have been a client of Hendershott Wealth Management for about 10 years, I discovered them through…read moreHilary's informative and enjoyable podcast (now called Love, Your Money - please subscribe!) and since then, I have been grateful for this entire team more times than I can count. Every single person you will interact with has extensive knowledge on financial matters, but more importantly is able to apply that knowledge to your situation and it is done with kindness and respect. The freely shared resources are incredibly helpful, striking the perfect balance between being informative without being condescending or overly technical. I know it is a big decision but I cannot recommend Hilary and her team more. Bonus points that you will enjoy your interactions with the team? NO! That should be the norm - but you will love your meetings. :)

This location is staffed with some really patient, friendly, well-trained, and knowledgeable folks…read morethat will explain things to you and help you out. I go in here pretty regularly to make deposits and once or twice a year to discuss or learn more about financial planning. Schwab checking rocks, their retirement saving plans are legit too. I really love their customer service for both of these services.

I just learned of Schwab's High Yield Investor Checking account this afternoon as I was researching…read morethe best cards to carry while traveling abroad- and it sounds *amazing*! Schwab's checking/debit card comes with free ATM withdrawals around the world (the fees are refunded to your account), and regular debit purchases at stores and stuff as I was told have no FOREX (foreign exchange) fees. I had a snaffoo with the online registration (which is actually super simple), so I called their 24 hour helpline-- I was amazed I didn't get someone in a foreign country. The broker I was on the phone with was a real person, and he was so darn cool and I can't begin to tell you how helpful he was. ***Total call time: 1 HOUR 45 MINUTES of him giving me the 411***. Isn't that crazy? He walked me through registration, confirmed on his end that I was set to go, explained the processes of how the brokerage-checking account I signed up for works, how deposits work, how to expedite my checking card coming in the mail because I'm going on a trip soon-- and then.. The best Investing 101 lesson I've ever had. I took these classes in college but it all went over my head. He explained investment strategies, the definitions of everything, how to use their online tools-- basically demystified something I tend to stay away from dealing with, and made asking questions really easy. ... I don't remember his name, but (I think) he works in the Indianapolis office. and that he was 24 and super smart. I really felt like I have having an over the phone class tutor who was really supportive and patient. Best customer service I've ever had. I called back in to try to ask that he gets sort of recognition (each time you call you may get a call center in a different city) so they are going to track him down. But thank you so much!! and I'm excited to get my card and avoid all the transaction fees!

Can you pay my biilllls, can ya pay my telephone billll, pay my automobilll!!! - great place to…read morebank, however I may get reopen at MNI? Idk the name of it now. Teachers is quiet/caring/provide fast service! I have been with other banks in the past, and probably should considering using more of TCU resources to expand my money. However, its great for a credit union. Friendly associates and usually not so much waiting unless you go on a friday at 5pm. The downtown location is nice, however I wish there were more/atm's. Easy-affordable-family oriented banking!

Your desk security was extremely rude and poor mannered. This isn't the first time having issues…read morewith jazmen, thank you.