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.
Set aside funds for burial or funeral expenses.
A restricted burial account sets aside funds for funeral expenses subject to MassHealth Long Term Care guidelines. Other burial or funeral expense accounts also available.
This was the first time I had purchased a vehicle without going through a dealer for financing. When I went to the Credit Union I was seen immediately by the Loan Department. The Loan Officer was very knowledgeable. I was given a list of documents to gather and was promptly taken care of when I returned with them. My wife will be contacting your office about refinancing her student loans.
Our Loan Officer, Arlene, was so nice to work with. Her knowledge of the loan process and her ability to listen for what we wanted in a mortgage made the transition go smoothly. A very nice experience.
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.