Hi friends, and thanks for stopping by to read my reasons why I don’t refer new clients to Coast Capital Savings. Today’s post is inspired by a recent email I received from Coast Capital. I …
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Showing: 1 - 6 of 6 Articles
Coast Capital and Worldsource Financial Should Honor “No Mail” Requests
I’ve been traveling for awhile and using a virtual mailbox to receive mail. It’s a basic service. I pay an annual fee and when I receive mail, the company takes a photo of the envelope …
Coast Capital Savings Wants me to take out a Car Loan
Coast Capital Savings wants me to take out a car loan. Yikes! No! Ladies, do you also get hounded by your financial institution to get dragged further into debt with them? Most of us need …
How “Special” is that Special Offer from your Bank?
Banks like to come up with all kinds of offers and promotions to drum up business. Open an account and get a free gift. Yeah! Who needs a free toaster? Open an account and get …
Dealing with Worldsource Financial is an Exercise in Frustration
The opinions and information in this post should not be considered investment advice. I’m writing about my true life experiences with Worldsource Financial Management and Coast Capital credit union for informational purposes only. I’m not …
My Financial Advisor at Coast Capital can’t Manage my Money better than Me
Do you think you can manage your money better than your bank or credit union’s financial advisors? There is no doubt in my mind that my financial advisor at Coast Capital Savings can’t manage my …