Our Money Management Officer, Kassandra, was great to work with. I do not think she could do better.
Uniform Transfer to Minors Act Accounts
An account that you control for your child.
If you prefer an account that you control for your child, consider a Uniform Transfer to Minors Act (UTMA) account. The child’s name appears on the account and the dividends are reported using the child’s tax ID number. However, the child has no access to the funds. Funds must be disbursed by the time the child reaches age 21. SFCU offers UTMA savings, checking and certificates.
Refer to separate fee schedule, dividends and account disclosure page for more information.
ID required at account opening.
You can become a member of SFCU if you or a member of your immediate family lives, works, worships or attends school in Bristol County, Plymouth County & Barnstable County in Massachusetts; Bristol, Kent, Newport and Providence counties in Rhode Island; and the Rhode Island towns of Charlestown, Exeter, Hopkinton, Narragansett, New Shoreham, North Kingstown, Richmond and South Kingstown.
Arlene Fortin has always been an absolute pleasure to work with.
I was overall pleased with my experience. Jessica, our Money Management Officer, was easy going and very professional. She understood my circumstance, had compassion and a genuine, caring, pleasant persona for my situation.
In my 30+ years in Somerset, I have never seen a financial institution with such great service. Keep up the great work, you have a great deal to be proud of.