Edmond, OK Financial Services

Super nice people at this branch.

Tried to withdraw money from their atm and the error happened and got nothing! Checked my online banking from td and it turned out that they charged me the amount I trie ... more

I had a great experience June has great customer service and always has a smile love her !!!! Pleasure everytime

Cari Cook has the best customer service and she was so professional and thorough assisting me to file my 2021 taxes. I will always go to Cari! Thank you!

I had NO idea what I was walking into with the home buying process. Dina took the time to explain everything and answered every little question I asked. She responded sup ... more

Best customer service. I've gone into the lobby for several different things over much time. They have helped me with so many things even on the phone, treat me with resp ... more

Not very friendly and not very helpful. I most certainly regret choosing this credit union.

I worked with Alli a few times this past month and she has just been absolutely awesome. She was always so polite and respectful and always got back to be in a timely man ... more

Awesome customer service. Very helpful and explained everything. Loan was approved very fast and easy. Thank you so much for all your help and time..

Josh has help us get from a very mixed up investment portfolio to one that makes sense and will supply our needs in retirement. I wish I had made the decision to seek his ... more

Jack, was excellent. He got done with what I needed quickly and efficiently! He’s good and I recommend him for a raise!

They have done my taxes for the couple of years now and they always do me good!!! Everyone is very nice and knowledgeable!! If you havent used them I would!!

The staff greeted me, introduced themselves and asked me how they could help? The process was easy, completed in a timely manner, and I walked out with a check. Thank you ... more

Brett is knowledgeable and has his finger on the pulse of market activity. I appreciate his timely market update briefings and informative newsletters.

Breona Vones is awesome, and very patient she's always on time very powerful positive and polite, she's awesome

Staff is very helpful, especially the women in the front!!! They made my experience very smooth.

Great customer service and fast. The people at this Branch are the coolest. I always enjoy seeing them!

If u've issues, just give them a call. They'll fix it. I'll recommend it to everyone.

My husband and I are completely satisfied with the services provided by Womack Investment Advisers. Their recommendations are always spot on. They go out of their way to ... more

Professionalism, Courtesy and Knowledge all wrapped up with bow of Sunshine! :))

Getting a reverse mortgage is quite a process and HUD really complicates the process. Fairway Independent Mortgage Corp. was great with getting me through all the detours ... more

Friendly staff and very helpful.

I have to echo the low star reviews of other customers about the Danforth branch and True Sky in general. We've also been customers for almost 20 years and were treated ... more

Speaking to Teresa from the contact center was awful Ive never had such a challenging time accessing my bank account on my Birthday!

Brian  pays close attention to all his accounts, big and small, and has provided excellent advice in different situations. We travel outside the country frequently, alway ... more

Kurt is an excellent Financial Advisor. VERY, VERY KIND. Knows his business

Positive: Professionalism, Responsiveness

Shawna is amazing! She always makes sure that we are taken care of. Shawna is very easy to talk to and understands our need. She is very thorough. If you are looking for ... more

I work with John on a regular basis and am always impressed with his attention to detail and the pride he takes in providing excellent service to his clients.

Dustin is a great, personable guy. He knows the market and listens to me, but gives his own take on the options and tries to work with me. I would recommend him to anyone ... more

Kurt is an excellent Financial Advisor. VERY, VERY KIND. Knows his business

Connie Nader is great! Always on top if latest details regarding the stocks and IRA accounts.

Very professional service. Friendly and knowledgeable. Ashlie Nader is the best financial advisor Ive encountered. Give her a try, you wont be disappointed.

We have been using Candace for several years and she and her staff have been easy to work with. The results have been excellent.

I'm so thankful to have the opportunity to worked with Tom and his team. Their office is an environment where questions can be asked and you feel confident with the answ ... more

I have two accounts at this bank, deal mainly with the Edmond branch. For the most part great peopleAmanda, Sam and Spencer who does gods work. Kayla is great.

Very happy with my Sales Reps Jay and Julian at Cooper Direct Auto. They honored an online price and did what they said they were going to do even when some things were o ... more

At a time where people are concerned about investing money. Franklin Van Beckum is smart and cares about his clients. He goes above and beyond, he listens and is sensitiv ... more

Erika Scheufele is the best tax professional I have ever encountered! She is knowledgeable and soooo helpful! Erika rocks!

Moved from out of state and needed a new bank since my current bank has zero locations in OK. I tested them out before moving all my accounts over and glad I did. The per ... more