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“I’ve been coming to this bank for over 7 years. The women that work inside are wonderful and have always done anything they could to help me. It’s always a pleasure to go to this branch. Kindness and professionalism aren’t always commonplace nowadays. I couldn’t be happier to give them a good review.”
“My husband retired in 2020 from a company that he spent 43 years building a retirement, so he was VERY picky about financial planning. A good friend of mine referred us to Aspire. We met with Bryan Philpott and Colby Clark and they were wonderful. They were so thorough and listened to what was important to us and then came up with a plan to help us get there. We meet quarterly but they are always available for a phone call. We have been so happy with their guidance and I have the utmost confidence in this team.”
“Have known Jay for 20 years. He is a good guy that gives honest advice and does what he says. What I like most is if he can not get to your taxes until July, he tells you that rather than promise April 15th then keep making excuses.”
“it was very pleasing that when i found out that az didnt accept more than 500 on a check and had to split the checks up i thought this is a great idea to refund thanks hope this helped>”
“Very good Credit Union. Staff is friendly always have a smile on their face. The one thing I don't like is the share banking. You have to go inside to get money. You can't go to the ATM. So that makes it complicated to get money when they're close. That is something that should be looked at. That is why I gave them 4 stars. Other wise if I could'v I would give them ten plus.”
8:00 AM - 5:00 PM
7930 W Kenton Cir #260, Huntersville
Financial Advising
“I had the Great fortune to meet with Financial Consultant Mr. Rex Casey to discuss opening several accounts with Charles Schwab. Mr. Casey was very knowable of the products and services that were available and made me feel at ease making the selection for my personal banking & financial needs.
Outstanding Job Mr. Casey!!!
Thanks,
Darryl L Crenshaw”
“I read these reviews and felt compelled to post my experience since my experience was so positive. I dropped into the branch, without an appointment, and Scott made time for me to give me advice on setting a Schwab IRA to use for transferring my 401k. He could not have been nicer, patient and helpful in providing the information needed for transferring funds and setting up the IRA properly. I planned to do my own investing and have not been pushed to anything different since the transfer was made a couple of years ago. I'm sorry to read that others may have not had the experience they had hoped for, but I can tell you that it certainly is not the experience for all customers since mine was very positive.”
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“I've relied on Roy Boone for financial guidance since 2019. As a single woman, it's such a comfort to know I can call Roy for his advice, insights and recommendations when considering my options and facing financial decisions. He's knowledgeable, professional and always respectful.”