Heritage Financial Credit Union Walnut St, Montgomery, New York

Heritage Financial Credit Union Reviews

3.3 stars based on 6 reviews

Featured Comments:

• K

  Kathryn Loughran

  5.0

  I have been blessed to have the help of branch manager, Paul Taylor on several occasions. The first was for an emergency loan when no other creditor would consider. Paul listened to my story with an empathetic ear and helped me get the loan. At that point, I told him his real name should be "George Bailey". Fast forward several years later and I worked hard to get myself in a better financial place. I wanted so much to have the security of home ownership. I knew exactly who I should go to for my mortgage. I set up an appointment with Paul Taylor. He was on the phone with me for over an hour to answer all my concerns. I was very nervous so we went line by line over my financials. He told me I was ready! So after 6 months of looking, I found my dream home. His team at Hudson Heritage were with me every step of the way. Through every concern and every question, they were highly accessible. Today I am now a home owner and several years ago, I didn't think it was possible. You are not just a number to Paul Taylor. He truly cares about the credit union members.

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  Response from the owner

  Kathryn, thank you so much for sharing your experience! Paul is a fantastic team member, and we are so glad that he has been able to assist you with your financial needs and help you on your journey to home ownership. Congratulations on buying your home! We are so thankful for your continued membership with us.

• L

  Lauren Lawless

  1.0

  Went to the Montgomery branch and opened an account and the lady that I was sat down with asked me if I wanted to do overdraft and I said no and she proceeded put it on my account anyway and then went on to have me sign 4 different things without informing me what I was signing, just said “just a few forms to verify your new account”. If you guys are going to do a job make sure you listen to the customers not do whatever you please, if I could give it less than one star I would. Sorry you don’t make enough money that you have to blatantly go behind a customers back and steal their money from them. Looks like I’ll be closing this account and finding a bank that actually does as they’re supposed to. Absolutely the most pathetic thing I’ve had to deal with from any business.

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  Response from the owner

  Hi Lauren, We apologize for the experience that you had at our Montgomery location. We are always striving to do what is best for our members and we will absolutely be sure to take this valuable feedback back to our teams to enhance our member experience moving forward. We value your membership, time and your feedback and hope we might be able to assist you in the future.

• S

  Stasi

  5.0

  Very friendly staff and helpful manager. One of the other reviews says they charge you for making payments on loans, that is not true. They only charge you extra if you're late making your monthly payment, which all banks and credit cards do. I've been using them for my car loan over a year now and no issues whatsoever.

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