I'd like to switch to a local Credit Union in order to build a relationship to assist with future investments. A+ Credit Union in Central Texas seems like a good option. However, I'd like to hear first hand experiences before I pull the trigger. Thanks!
My wife is a Member Services Officer there and I hold both a personal and business account there. They provided excellent customer service and competitive rates. I have not used them for any business loans or mortgages but they do have specific service departments dedicated to servicing each of those types of loans. Overall I give them an A+. PM me if you would like the contact information for any of their branches.
We had a lot of roadblocks doing a commercial loan with their office in Austin. Seemed their commercial lending dept lacked a lot of experience about basic things. I imagine it's because its a new strategy for them and will probably improve over time as their team grows. Try University. Their team comes from a lot of experience.
I don't have any experience with A+, but I've been using University FCU for many years and would recommend them highly. Their website is user friendly, their phone service is excellent, locations work well for me as I still actually visit local branches once or twice a month. I have used them for car loans but no investment loans or services.
Amplify CU is great as well!
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