I honestly just love this credit union. Most of my dealings for the past 6 years are with the Seb…read moreand the Guerneville branch. Just easy , helpful & efficient... whether it's my safe deposit box (1/2 price!), or regular banking, etc... never felt like i was treated second class just because i didn't have a ton of $ in my account- which i have noticed is a thing in other big banks that I banked with over the decades. So, comparable products, helpful staff & without the excessive fees of other big banks. I do a lot on line, & did notice the website had some glitchy moments a year or 2 ago when they did some website updating, but nothing deal breaking- was able to communicate with web chat person- not a big deal- irregularities quickly resolved, no issues since. Super happy to be with them vs. an extra fee charging big bank

The Credit Union has helped us with our finances and offers options. Banks like this installs…read moretrust. This branch is friendly, yet professionally informative. Check them out.

I have been a Schwab client for over 20 years with a Brokerage account, my Traditional IRA and both…read moremine and my wife's Roth IRA. The choices for investing are all anyone would ever need. I recently retired and have now happily "rolled over" my 401K. I've always received excellent advice both by using their easy to use on-line services, signing up for email newsletters and in personal visits to Marc Vera who has been extremely helpful in my retirement financial planning. This is a highly skilled group of professionals who will guide you, not try to sell you something you don't need that would make them money. That said: Be professional yourself and make an appointment. I highly recommend Charles Schwab and the Santa Rosa office. Charles Schaefer

I have been investing with schwab for almost 30 years. In all that time I have only needed 1 to 1…read morecontact with an advisor 3 times. All 3 were extremely helpful and satisfactory. This last time it was to make financial decisions regarding my impending retirement in a few years and putting everything in place for that time. I had several appointments with Biscain Mora. A very competent and helpful advisor. He listened to all my concerns about my current accounts and together we planned the path forward to best meet my retirement financial goals. I'm very pleased with the decisions he helped guide through. I very happy to be a schwab client. I highly recommend this financial service company.

I don't think you could find a better bank or credit union. We have been banking with North Bay…read moreCredit Union since 2009. They were instrumental in supporting our daughter through 4H and FFA with zero interest ag loans. They have been exceedingly generous with the community in supporting students in Sonoma Valley. The employees at North Bay Credit Union are phenomenal. They are courteous, kind, respectful, and bend over backwards to help you even on a Friday afternoon at 4:55. I simply cannot say enough great things about them.

I first opened an account with them years ago when they were still the Grange Credit Union. Aside…read morefrom the incredible Ag loans that made all of my livestock projects a possibility, I have never found another bank that treats their members so well. When I became a victim of fraud they immediately addressed the issue and put me at ease. Every time I interact with their employees I am reminded why i chose them and will continue to choose them. Would highly recommend, you will always be in good hands here.

My husband just stopped by your branch to cash a check. He was told you didn't have enough cash…read more How does a financial institution not have cash?! The Community First Credit Union check he was hoping to cash was for less than $500. Appears to be poor management on Community First Credit Union's part.

Debbie was absolutely incredible and did whatever it took to get our equity line approved . CFCU…read morereally cares about its members and Debbie and Amanda embody that care by being Superheros . This is my 5th loan with CFCU and I will keep sending friends and loved ones to them

This bank may be a "small town bank" however their friendliness, willingness, knowledge and…read moreattitude go above and beyond. I live down the street- and for 7 years they have been kind enough to deposit my rent to my landlords account twice a month; and I don't even bank them! For years we have built a comfortable rapport. I recently have chosen to close my account with my existing bank and will be opening an account come Monday. All tellers are great providers of customer service/ Elvis being the one that helps me most often with a smooth and friendly transaction each and every time. BMO Forestville has gained a customer and I'm certain future visits will continue to be of excellence. Looking forward to banking with you and thank you for past services!! Misty Duncan

My first interaction with this location resulted in a significantly poor customer experience. The…read morecore issue stemmed from a routine transaction that was unnecessarily complicated by a lack of clear communication. The transaction could have been managed effectively had the teller taken a brief moment to clearly explain the necessary process and potential implications to me as a customer. This failure to educate a first-time user of the system led directly to confusion and subsequent complications. Critically, the teller refused my request to escalate the issue to a manager for further clarification. I was told that escalation would be pointless as the manager would simply repeat the same information. This refusal of a reasonable customer request is a serious breach of standard customer service protocol and conflict resolution practices. The unaddressed issue and the unilateral decision made by the teller unfortunately had direct, negative consequences on another major, time-sensitive transaction. Upon circling back to speak with the manager regarding the situation, the interaction was deeply unproductive. I was made to feel that the confusion and complications were solely my fault, based on an expectation that I should inherently understand the nuances of the banking system. This meeting offered no constructive solutions, no apology for the staff's initial refusal to escalate, and no attempt at service recovery. The staff's approach demonstrated a profound lack of basic customer etiquette and very poor conflict resolution skills. While systems and processes can be complex, the responsibility lies with the institution to facilitate a smooth customer experience. The experience I had demonstrated a systemic failure in three key areas: customer education, willingness to escalate, and management's approach to service recovery. I left the branch with more questions than answers and a negative business impact, which is unacceptable. Prospective customers should be aware of this significant deficiency in customer service training and conflict management. I would rather drive the additional 10 miles to another banking facility that truly holds value in its customers.

I went into this office to CLOSED ALL MY ACCOUNTS January of 2019 and left with all my $$$ on a…read morecheck written out to me. I happily moved my money over to Redwood Credit Union and I have never felt more relieved to cut ties with Bank of Marin. UNTIL I CONTINUED TO RECEIVE MONTHLY STATEMENTS FROM YOU IDIOTS stating that my funds were "too low" and I was being charged fees. Keep in mind I spent 25 minutes signing paper work while the work repeatedly asked me "why are you switching banks" to which I replied "because you guys are unorganized and have frequently made errors in my accounts". It took me physically going into the Novato branch to tell them there's been a mistake with all these fees on monthly statements for accounts that have been closedddddddd.

This is by far the best bank ever! They won't give me a loan to save my life, but checking…read moreaccounts, business accounts etc they will. Outstanding customer service! Kathy is my go to person for all my banking needs and questions! She's the main reason I bank with Bank of Marin! She's always got a smile on her face, jumps threw hoops to make things happen, stays late to finish her work etc. The hardest working women I know! Thank you!