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"My partner and I got married last year and Jeff walked us through all the steps we needed to merge our accounts and finances."
-Robert, Eugene, Oregon
"I was headed into a presentation when I realized I lost my wallet. Texted my Go-To and by the time I got out, my card was closed, accounts were frozen, and everything was taken care of."
- Marie, Portland, Oregon
"We fell in love with our dream home but it was over-budget. Kathy helped us look at our monthly finances and figure out a way to make it work."
- Diane, Redding, California
Connect with your own personal financial expert. First, pick your bank person. Choose someone from your neighborhood, someone who loves helping home buyers, or someone who hikes every weekend. Our best advice is to connect with someone who can help you make the most of your money.
Next, say hi. Or jump right in and ask a question. Like: Can you update my address? What's this fee about? How do I get better at budgeting? What do you think? You can even open your first Umpqua account, without ever setting foot in the bank. Your Go-To is game to answer all your questions-and because bank people aren't bots, it doesn't matter how or when you ask them.