I sat in on a Zoom meeting where Don Chamberlin introduced us to his company's services in estate…read moreplanning. The meeting included a free estate planning session. I made an appointment even though I really don't have any kind of estate to leave to anyone. He was nice enough to give me some pointers re: a lands trust & transfer on death for my bank account & car. He seems to be a person who comes from the heart & truly provides "service" -- something some what rare in this day & age. I highly recommend him!

From the owner: Tax Preparation & Planning, Estate Planning, Investment Planning, Retirement Planning and Insurance…read more& Medicare Planning

Everyone there is very informative and courteous to work with. Clark Smith, and Tim Dowling have…read morebeen very helpful and we highly recommend them.

Moving to a new place is scary enough when you consider leaving everything you're familiar with…read morebehind. When you know your rent will double (if not triple!) and other things get more expensive, it makes the situation even more stressful. Before making any major decisions, I figured it best to have someone take a look at my finances. Wendy and i have known each other socially for a few years now and I knew she did something with money, stocks and helping people make more money. That's about it. Don't get me wrong, either, I don't have extra money to be putting into stocks right now. I just wanted someone who doesn't count on his/her fingers (like me!) to make sure that my updated budget seemed reasonable. She was kind enough to meet up with me over coffee and talk through my concerns about "movin' on up" to a bigger city. She busted out her financial calculator and went through all of the expected expenses and even suggested that I start saving more money as a "cash cushion" in case there were any unexpected emergencies far, far away from anyone I know. She also told me that I won't be allowed to buy clothes for awhile, but somehow I just can't stick to that rule. Guess that means I'll be eating hot dogs at home on Friday nights for awhile, huh? :) Really, it's not any financial planner's "job" to go through some sad-looking Excel spreadsheets and help you do basic math to figure out how much rent you'll be able to afford. But it was very kind of Wendy to do so and I appreciate the reassurance that everything is going to be OK. If you do have extra money to invest and want to work with someone who's savvy and trustworthy, give her a call! She'll gladly help you out!

My wife and I just started working with Jon, but we find him to be both professional and…read morepersonable. He provides exceptional service and has quickly established our trust. I would highly recommend Jon to anyone looking for professional financial advice from someone who really listens to his clients.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

DO NOT do business with this credit union is my advice!!! In April paid off my balane and advised…read moreto close my account. In May 2026 advised I by this business I had a negative balance despite telling them a month prior to close my account in their email system. Today, I was told to bring balance to zero and email mbrsupport@together.org and it would be a done deal to close account. Now I am receiving a notice they cannot close account without a letter stating the closure of your account and it MUST be physically signed, but then contraindicate themselves by saying we can also send a Close Account Form via DocuSign to your email on file for that request. This has never been advised since originally requesting the account closed.

Suffice it to say they are challenged with Customer Service. I'll spare you the details. Use…read morecaution when picking a credit union. I loved them when it was American Eagle (Anhueser-Busch). But that was yesterday, and yesterday's gone.