Client Testimonial
Mary Beth Sloan


 

Dear Mr. Hoppes,

 

I recently visited the Mutual Savings Association website and came across your "President's Message," which outlines the mission of your institution. As I read it, I found myself nodding in agreement with every sentence. Mutual Savings is the rare business that meets - and exceeds - its promises.

 

I came to Mutual about a year ago, on the advice of Todd Sloan. Dru Wheatcroft first assisted me with a new mortgage. Since then, Dru has helped me find new auto and homeowner's insurance, roll over old retirement accounts, invest my savings and obtain life insurance for my husband.

 

This is the first time I've had a single source for my varied financial/insurance needs. Dru made it simple and convenient to consolidate and now I have one institution managing all my accounts. It's a much more efficient system and ensures my unique needs are comprehensively addressed.

 

Dru is proactive, responsive, and offers several well-researched options whenever I have questions. He offers solid advice, but respects my decisions. He keeps in touch and makes suggestions, but is never pushy. He keeps me on track and is willing to conduct business at my convenience. Dru treats me as though I'm his most important client. In reality, I'm an average working person, trying to take care of my family now and in the future.

 

You say your goal is to be each client's "trusted advisor." Mutual and Dru have become that for me. Thank you for helping me to achieve my goals while you achieve yours.

 

Sincerely,

 

Mary Beth Sloan

 

                  Equal Housing Lender | Member FDIC