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.
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.
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.
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.
Our friend mentioned how great SFCU was to work with. The staff makes you feel welcome. Working with the mortgage team was great and very helpful.