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Interior Savings - Wealth Management
- Finance
- Kelowna, BC
About this business
While the office is not open to walk-in traffic, wealth services are still available by phone. With a branch in Kelowna, Interior Savings is a locally-based, community-driven Credit Union. Our motto is “Local Money for Local Good” because we proudly share our profits with our 77,000+ members and invest in the communities we serve across the Okanagan. Whether it’s Business or Personal Banking, Wealth Management or Mortgages, our friendly financial experts will help you manage your finances, buy a home, plan ... read more
Location details
2071 Harvey Ave #200, Kelowna, BC, V1Y 8M1, Canada
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Excellent service
Never would recommend this credit union to anyone after this interaction from one staff member. Customers for thirty plus years and one call from my wife to the orchard park branch today to ask for help in $300 of fees they took in one day resulted in being lectured and insulted on a birthday gift purchase we made for son as being frivolous and irresponsible. “We looked at what you bought you know!” this person said to her!”We can see where you spend your money you know!” Oh my goodness a shirt for a birthday gift to our son... read more
Update, 11-2023, great service from front line staff. Second to none. Full service banking with friendly knowledgeable staff.
We had trouble consolidating 2 accounts after being told on the help-line that it couldn't be done, then given instructions in person from another branch on how to do it online at home. (The accounts had been consolidated before then suddenly the option disappeared!) We went to the Orchard Park branch where the teller, Maddie helped us. After about an hour of her working away at it and getting input from another couple of people the job was finally accomplished, just like it was before! Thank you Maddie!!
Frequently asked questions about Interior Savings - Wealth Management
How is Interior Savings - Wealth Management rated?
Interior Savings - Wealth Management has a 4.5 star rating with 25 reviews.
When is Interior Savings - Wealth Management open?
Interior Savings - Wealth Management is closed now. It will open at 8:30 a.m.
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