I have worked with Mike and his office staff now for over 5 years without any concerns! He is a…read moretrusted resource and provides solid advice on our overall financial plan. My wife has commented how comfortable she has been talking with him as well, which helps me rest easier and provides me with confidence to refer friends to Mike. Personnel, timely service has always been provided. I have completed several conversions and transfers from other organizations through his advice and all have been smooth and as expected without surprises. Highly recommend Mike and this EJ office.

I needed a local bank with minimal fees because all my accounts are online. I opened 2 checking…read moreaccounts and 1 savings account online. It took them 72 hours to open my accounts because they couldn't understand why I needed 2 checking accounts, and called me to confirm. 1st red flag!! This is a credit union so all of the account #s you are given are EXACTLY the same with the exception of letter codes at the end of the #. When I contacted customer service for assistance with this to setup direct deposit they "didn't know why" all my accounts had the same account #. I was bumped to a supervisor who informed me to use the MICR #. 2nd red flag!! Payday comes, no direct deposit. Needless to say I was done with this bank by then, so I requested to have all 3 accounts closed 4x before I received confirmation they were closed. THEN out of curiosity I login to see if my accounts are still open, and there was a fee charged for overdraft! I'm sorry, what??? I sent an online message that they needed to reverse the fee and close my accounts. 5th request. They replied they reversed the fee as a "one time courtesy". Umm hello this was bank error! Then as you guessed it, I requested for my accounts to be closed for the 6th time. Now we wait........ This is the worst banking experience I've ever had and I've worked in bank management for over 20 years. Just WOW!!! Stay far away!!!

This credit union has gone steadily downhill since it has become Lighthouse Credit Union. Long…read moreprocessing times, difficult to get answers, evasive, song, and dance when you call for information. Unnecessary. I've been a member for years. Transactions poor over past 2 years.

Dani has been a Godsend helping to get my father into assisted living in Maine. She helped us…read morenarrow down the list for facility tours which she attended with my family. She is very responsive, works quickly and has a lot of knowledge on facilities that you can't glean online. We had 2 tours set up within 24 hours of talking to her. Since I'm in San Diego, we also asked her to help furnish his room. She shopped for us at a local store and was on site for delivery and assembly. She even washed all the bedding and towels for us that I shipped from Amazon. Honestly, I'm not sure how we would have done this without Dani. I can't recommend her highly enough!

From the owner: Associate Broker and owner of Seacoast Senior Advisors and Seacoast Real Estate Group in…read moreassociation with Getty Real Estate Services - We offer a suite of services to assist with the process some include; help with community placement, downsizing & home sale services.