Excellent experience and customer service rep answered all my questions and got back to me quickly!…read more Also, the customer service rep was genuinely concerned about my situation and offered a solution honestly and with respect! Five out of five stars for me! I would refer family and friends to this office with no hesitation.

the women in the office are genuinely a pleasure to speak with every single time, and have helped…read moreme so much throughout my time with State Farm. Being able to call and immediately speak to someone and not have to jump through hoops and 1-800 customer service numbers is unmatched. truly great people

i am deeply appreciative of the time and attention that liam gave me and my company. apparently we…read moreare not an easy business model to quickly understand or classify. but where many carriers and insurance advisors passed us up, liam dug in, worked hard to understand us and then patiently explained this to multiple carriers. ultimately he found us the ideal coverage and at a much lower rate than i expected. this was true 5-star customer service. i highly, highly recommend liam and 'preferred choice financial group' for anyone looking for coverage.

We have been very pleased with Mark Sugdon.He is easy to talk to and keeps up to date with all the…read morepersonal as well as business tax laws.He is very accessible as to his business hours and questions that may arise threw out the year.His prices are very affordable.Highly recommend! Cross Plumbing Heating Inc.

I spoke with Jenny a number of years ago when I was seeking financial advice. Her clear…read morecommunication, knowledge of finances, and genuine interest in assisting me and knowing what I value made me choose her as my new financial advisor over a few others. She's organized and timely, listens carefully , and answers questions about long and short term goals. She gives me options and alternatives to think about; I see how she constantly strives for her own professional goals and objectives. She continues to learn and try new things. I rarely write reviews, but I do want her to know how much I appreciate her and her team. Great job Jenny!

After interviewing several planners, I chose Chisholm because Jenny seemed the most capable of…read morehelping me with a sound financial plan from a financial and legal point of view. Jenny has been fantastic. She took the time to understand my current situation (which involved divorce and real estate and college costs) and needs for the future and built a complete plan for me and quickly updated it with changes I had. She is also incredibly responsive and gets back to me whenever I have any question. She is also a licensed broker and I decided to have her manage part of my portfolio (which she does through Woodbury and which includes free ongoing financial planning). I feel like my money is actively managed and I like the quarterly check-ins as they help to keep me on task - and she reaches out to schedule them, it's not just a notice on my dashboard like I have with Fidelity. Her investment strategy is slow and steady wins the day, which I am on board with.

Always kind, friendly. Lost most of family from the two C's Cancer and Covid. Just me and my wife…read morein tiny town with big history with no car and no one to help. Pathfinder always remembers my birthday ,and see when I'm having rough days and get me to do something I forget I can do smile. Couldn't survive this long without Pathfinder.

I have a couple personal accounts at Pathfinder, plus a business account and have been dealing with…read morethem for many years. The tellers and other personnel at the four branches I have visited are always friendly and professional and have been able to solve any problem quickly. Thank you for your excellent customer service!

Incredible business that really puts the community they serve first. I've watched this credit Union…read moregrow from only one branch to five branches. The beauty of it is that they've never lost that personal touch. They partner in order to make the communities they serve better. Love my credit union!

I like the bank and people, but not the app. **Features**:…read moreWhen it comes to features, the app falls flat. There's a distinct lack of tools that could enhance my banking experience. For instance, budgeting tools or spending analytics that many other banks offer are sorely missing. Instead of providing value, it feels like a bare-bones platform that fails to meet modern banking needs.

Great people, very friendly willing to go out of their way to help. Gives back to the local…read morecommunity.