Wellby Financial

L T Calasanz
5 Star
Came in to make several transactions relating to a large CD that matured. Barbara was very helpful and patient. She was very courteous, professional and explained every step as it touched practically every account. We were very pleased with the overall experience.
Wednesday 15th January 2025

Shelby theut
5 Star
I work at another credit union and chose to use Wellby as a back up acct and also finance a loan with them. I want to send a shout out to Ashley A at this location for not only her professionalism, but her pleasant attitude! As someone who works in this field, it is always a pleasure when the experience goes as seemless as she made it. Even though it was a simple matter of making a payment she kept the matter quick, gave me options so I could choose what worked best for me and was pleasant.
Monday 16th December 2024

Nijua Heard
5 Star
I want to share my experience and rave about the wonderful service received from Ms. Babara Williams! Ms. Williams provided exceptional service she was attentive to me and various options of services Wellby offers to their customers. Mrs. Williams kept in communication with me in regards to my loan process from the beginning to the end. I didn't feel just like a number with Ms. Williams she has a caring and compassion for her customers along with astounding customer service! If you are ever in the Wellby (Gemini) location please ask for Ms. Barbara Williams! I know I will!
Saturday 26th October 2024

JuanHdz
5 Star
ASK for HALEY LONG. Reasons why. Contact- extremely easy to get a hold of her. She was amazing at keeping in touch with me and made this extremely easy. Availability- let’s just say even in her vacation she continued to keep me updated. Explaining- amazing at breaking everything down. For being my first time buying she made it extremely easy to understand everything I was doing. Problem solving- like in any big purchase there will always be errors. She fixed anything I needed her to fix at a reasonable time. Aftermath- she continues to help us with any question we may have even after closing. She also made me aware of everything to look out for. FOR AN AMAZING EXPERIENCE HIRE HER!!!
Friday 1st November 2024

Deanna Montgomery
1 Star
Absolutely the worst experience I’ve had as a buyer, and I’m in the real estate industry. The loan process was riddled with unnecessary issues. They changed my loan without discussing it with me, despite knowing I didn’t qualify for the new terms. This switch caused me to lose the credits they initially offered, as the closing date was pushed past the original deadline. Attempts to contact management were ignored—I had to drive to their headquarters just to get any kind of response. Their lack of professionalism and outright negligence is appalling. **in response to Wellby's response** - Wellby reached out to find out what happened not to resolve the issue. The only way to resolve this is a lawsuit. I've already been told that nothing can be done since I closed. And as you are aware, by information I provided, Wellby was clearly in the wrong here.
Thursday 9th January 2025