Laura and the team are kind, thoughtful, efficient and have been a wonderful addition to assisting…read moreour mutual client. Schoen Trust handles all the billing and payments, and oversees the investments making sure that there are sufficient funds for our client's housing, care, and engagement for the rest of her days. I really appreciate their responsive communication and ease in working together. I now have a team that I can rely on and know that things will be accomplished in a timely manner. Looking forward to working together on future projects.

I worked for Fred Schoen for many years at his original offices in downtown Seattle. As a former…read moresenior commercial bank Trust Department employee with banks in Hartford Connecticut, Sarasota, Orlando and Tampa Florida I have the insight, experience and knowledge of the details of Fred Schoen's management style. I can say with the utmost clarity that Fred Arthur Schoen was an honest, forthright, caring man of extraordinary decency.

Based on someone's online recommendation, I contacted these people for a quote and to change…read moreproviders. I was told how terribly backed up they are. Two weeks later, still no quote. These people are way to busy to handle any more customers, apparently. Do not recommend.

I signed up for auto/renter's insurance August 2021 w/ Pilar & the process went well & i was…read morepleased. I was hoping for an agent who would go to bat for me when i needed the support. My senior residence hit us w/ a notice requiring us to have prop dam. liability coverage for bed bugs & pet damage. I discovered this is not standard in a renters ins. policy. Complicated situation & this is when you need an agent who is well informed & can see the big picture putting things into perspective. I felt like i was getting the bum's rush when i asked specific questions which is not a good feeling. Pilar told me Emily would be speaking w/ a specialist and getting back to me but that has not happened after several days so am disappointed. Will have to search elsewhere for an agent that will support me when the chips are down. That's when you know if you have the right agent!

Great parking options, easy access, large and spacious with friendly bankers and helpers…read more We had a seamless visit for this, our first time, and will certainly be back.

It took 3 hours to open up a business account. While I understand that will take a while, this was…read moreextreme. In addition, we had a promo for the new account, and the assistant could not get it to apply. She confirmed that she would get to it but needed to help another appointment. We never got confirmation from the banker that this promo was applied, even after multiple emails and calls. They never answer their phone, and when I call the 1800 number, they state I must contact the branch. I have been banking with Chase for 20 years and this is not what I expected from them. Very disappointed.

I really appreciate the Excellent people who work at the Everett Branch (404- 128th St. SW). I…read moreapplied for a transferred mortgage last year about this time, and they took about 2 months to get back to me, with a very small reduction in my current rate. I called Whatcom Educators CU, and the manager got back to me in about 10 minutes. Now I have a much better mortgage rate with WECU. I pay my WSECU credit card early and always for over 4 years. They would not increase my limit (from $5000 to $6000) without a hard pull on my credit. This year, I had a fraudulent charge on this WSECU credit card. That in itself is a concern. I did not get any notice about it. I asked them to close my credit account. Apparently, I didn't communicate adequately, as the closed my card, but left the credit account open. I went into a branch to figure out how to get the account closed. They stated that closing a credit account (with zero balance) would be a detriment on my credit report. I closed it any way. As well, I locked my debit card with WSECU. I'm keeping WSECU as a secondary credit union. Thank you to the very professional and friendly staff at the Everett Branch. --Laura H., Everett

Terrible communication and listening skills with minimal verbal contact…read more We applied for a HELOC loan, online and nobody contacted us to prepare us for what we will need to put our best application forward. They just ran our credit before contacting us and made us a counteroffer based solely on the minimal information in their application which never asked for savings or other assets. No one ever contacted us to ask for income information or assets until after they ran our credit. Our credit is 750+, our payment history is spotless, and our savings are greater than our debt. The agent was very dry and impersonal the few times we spoke with her (twice for less than 5 minutes) and we felt like we were just a number the entire time. She offered less than what we wanted, even though they valued our home at a much higher value than we expected, and never acknowledged anything we would communicate to her about our assets or savings. She would just email us for more information and never ask for our assets or personal savings information that would show our savings are larger than our debt, leading me to believe they do not take your assets or savings into account when calculating loans. Thereby never having a full picture of our net worth. Our entire experience felt impersonal and robotic. It almost felt like they never listened and gave us a "take it or leave it" offer without discussing or reviewing all of our assets. I couldn't help but feel they were being biased. If you want to deal with dry, unfriendly people who will make decisions from little information and not acknowledge anything you bring up, then WSECU is the place for you.

Mercy was an amazing Customer Service Representative. She was thorough, helpful and knowledgeable…read more She made sure to check out my credentials without being too invasive. She was friendly but also professional. My visit was well worth it and I would recommend 5 stars for this location. Thank you Nercy for making my experience so special..

Christian helped me download my bank statement because I had to download online for the latest. My…read morename wasn't on the top. I brought my checkbook and my last bank statement. Money tree is more strict now. I've come here for years because the people are so kind and patient.

I was shopping for home and auto insurance. I called and got an appointment for the next day…read more Within 30 minutes I had new insurance coverage and saved a significant amount of money. The friendliness and professionalism of the agent was appreciated. I highly recommend. Thank you.

The best team when it comes to insurance. Best customer service, extremely thorough, and not one…read moreother company can match Laura and her team. Been with her for years now and I don't see myself changing anytime soon.

I have the majority of my holdings with Sant McMahon & Associates. They offer prudent, thoughtful,…read moreand logical advice that has helped me create a solid financial plan for my future and the future of my family. Steve asked the right questions to help me decide what my own goals are, and then provided great suggestions without being pushy. I absolutely recommend you visit with him, and you will know why.

Team Jalyn made for a very smooth transaction for me. They managed to close on my house here just 3…read morehours after I closed on selling my other house in California. I didn't even think that was possible! Throughout they were communicative, efficient and easy to deal with. Nothing left to the 11th hour, and everything taken care of in a way that made the transaction smooth for me.

Best Title and Escrow Company hands down in Snohomish County…read more Great parking and excellent staff and communication !