Shane is a pro. I have been investing with him for years with great returns. I appreciate the…read moreguidance and attention to detail. I was referred by another friend and I continue to refer him to everyone needing financial advisor services. I typically just use Yelp for restaurant reviews but his business came across my feed so I had to comment. More of his clients should comment and share their experiences as I expect it would be similar to mine. Thanks Shane, keep crushing it!

Shane is great. Whenever we call he is there to answer our questions and is very friendly. Thankful…read morefor his service.

I highly recommend Clarity Capital a full service broker. They are friendly and inviting I love…read morethe fact that they become familiar with your financial situation and goals, then builds a customized investment strategy to help you. With Clarity I feel confident my money is professionally managed, I'm free to tend to other areas of my life.

From the owner: Securities offered through San Blas Securities, LLC, Member FINRA/MSRB/SIPC. 3424 Peachtree Road…read moreNE, Suite 2200, Atlanta, GA 30326. Securities offered through San Blas Securities are not FDIC insured, not bank guaranteed, and may lose value. Please contact your financial advisor for information regarding specific investments. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing.

Went back to my old CU after 20 yr. away, returning so be closer to fam. as we are "old". WE/I had…read moretwo accts. with them, one as individuals and one as the me/her TRUST. THey have a copy of our trust on file. My wife passed and I attempted to deposit a modest refund of a medicare supplement policy, made out to: " Est. of first Last Name". If you have a Trust, Mr & Mrs. in the event of ones death, then becomes the Trustee for the other. Legally, I could sign "my First Last Name, Trustee for the Estate of Mrs. "First Last Name." If you are operating a bank or a CU, someone with expert legal knowledge should be available during normal hours. Even the person they called did not understand this BASIC legal fact.

Great banking, great business! We have been extremely satisfied for years now and wouldn't go…read moreanywhere else. They have personalized service and are usually staffed appropriately! Probably depends on the branch you go to..... Bonney lake has been exceptional! Thanks for the great service Harborstone!