First Tech - Santa Rosa Community Reviews 

131
TrustScore 5 out of 5

4.9

2500 Mendocino Avenue, 95403 Santa Rosa, CA, US


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Rated 5 out of 5 stars

I visited my local First Tech branch yesterday to verify that my wife will have 100% access to all our accounts upon my passing. Sophia Freedman was very helpful; in addition to verifying that my wife... See more

Rated 5 out of 5 stars

Amanda Urias was absolutely wonderful!! I felt she had my best interests foremost. I look forward to her being my MRM. I feel safe and honored she’ll take care of me. Thank you.

Rated 5 out of 5 stars

Amanda Urias went out of her way to help and provide some of the most complete help and information regarding my finances. New to all of the ins and outs of the choices was daunting, she is amazing-an... See more

Company replied

Rated 5 out of 5 stars

The representative reached out to me by phone to make an appointment, and this is something I had been meaning to do. When I met with Dallas Carter, he helped me with a strategy for a CD that was matu... See more

Company replied


Company details

  1. #1 of 1 best companies in Federal Credit Union
  2. #3 of 14 best companies in Car Finance and Loan Company
  3. #1 of 6 best companies in Credit Union
  4. #5 of 108 best companies in Financial Institution
  5. #1 of 12 best companies in Financial Planner
  6. #1 of 34 best companies in Mortgage Lender

About First Tech - Santa Rosa Community

Written by the company

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Not-for-profit, member-owned, and committed to your financial wellbeing.

First Tech Federal Credit Union has more than 70 years of experience serving the tech community. We're more than just banking—we're a financial partner for life. No matter what's next on your roadmap, we're here to help every step of the way.

Why choose First Tech?

  • One of the largest credit unions in the country
  • Money.com’s Best Credit Unions for three years running (2022-2024)
  • 2022 American Banker Best Customer Experience (4th in the nation)
  • A CNN Best Home Improvement Loan pick for fast funding (February 2024)
  • Best Health Savings Accounts by Forbes (February 2024)
  • Best Small Personal Loans for fast funding by CNN (February 2024)
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Convenience

Access your money and get the help you need easily. With dozens of First Tech locations, more than 5,600 Co-Op branches, 30,000 surcharge-free ATMs, online banking and mobile apps—we have the tools you need to make your banking life easy.

Innovation

First Tech was founded by the visionaries of the tech industry, and that spirit endures today. We serve the world’s most forward-thinking companies—along with their employees and families—with smart digital banking solutions and financial expertise.

Advocacy

As a credit union, we put people over profit. We're committed to strengthening your financial future and improving the communities we serve.

Service

Our members are our only shareholders, which means your success is our success. We offer a wide range of individualized financial services to help members do more with their money.

Security

First Tech keeps you protected 24/7. All checking, savings and money market accounts are insured up to at least $250,000 by the National Credit Union Administration (NCUA), and we employ round-the-clock fraud monitoring, top-notch web encryption and strong member protections.

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4.9

Excellent

TrustScore 5 out of 5

131 reviews

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4.9

All reviews

(131)

4,294 reviews in the last 12 months

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Rated 5 out of 5 stars

Great experience at First Tech Credit Union

I visited my local First Tech branch yesterday to verify that my wife will have 100% access to all our accounts upon my passing. Sophia Freedman was very helpful; in addition to verifying that my wife will have total control, she helped me complete a POD beneficiary form to ensure my children will have access to our accounts if my wife and I both were to die. I really appreciated how Sophia spent time with me to ensure that all my concerns were addressed.

August 12, 2026
Unprompted review
Rated 5 out of 5 stars

Great customer service

Amanda U. answered All my questions and she helped me with transactions that I wasn't able to do on my end. She also provided hope for getting help with our accounts. Very helpful!

August 11, 2026
Unprompted review
Rated 5 out of 5 stars

Amanda is the best

Amanda is the best. She's kind, knowledgeable and goes out of her way to help. She just makes suggestions, then you make up your own mind of the path forward, no pressure. She brought up things I hadn't thought of that will help my money work for me. And, I didn't even want to meet. I went because I should and it was well worth my while.

July 29, 2026
Unprompted review
Rated 5 out of 5 stars

Sophia was great to work with

Sophia was great to work with. She took the opportunity to look over all of our accounts and took great care of us. She answered all of our questions and set up our new accounts with ease.
Thanks again!

July 30, 2026
Unprompted review
Rated 3 out of 5 stars

Recommend training employees in survivor relations to assist when a member passes away

I recently lost my husband, as he passed away. I believe the branch could benefit from being trained in Survivor relations. As I have other banking experiences, since my husband passed away that have assisted me greatly in settling his account and his affairs.
I find the branch employees, friendly, but not available to help with questions or issues as much as I need. I have experienced in one associate a lack of training and a lack of knowledge about how to help me pursue my questions.

July 29, 2026
Unprompted review
Rated 5 out of 5 stars

Great experience

Great experience getting new debit cards for my accounts as well as upgrading my accounts to higher yield rewards. Dallas Carter was extremely helpful and courteous.

July 18, 2026
Unprompted review
First Tech - Santa Rosa Community logo

Reply from First Tech - Santa Rosa Community

Thanks for the fantastic review! We love to hear you had a great experience and that our team made such a positive impact. Our team is always here to help, and we appreciate your kind words!

Rated 5 out of 5 stars

First Tech understands the value of customer service

First Tech understands the value of providing excellent customer service, and they deliver it every time. The staff is knowledgeable, courteous, friendly and does whatever needs to be done to meet the customer's needs.
The level of services and technology is equal to other financial institutions, and you get the added bonus of working with people who care about helping out their customers.
Highly recommended.

July 13, 2026
Unprompted review
First Tech - Santa Rosa Community logo

Reply from First Tech - Santa Rosa Community

Thanks for the fantastic review! We love to hear you had a great experience and that our team made such a positive impact. Our team is always here to help, and we appreciate your kind words!

Rated 5 out of 5 stars

Outstanding assist!

Amanda Urias went out of her way to help and provide some of the most complete help and information regarding my finances. New to all of the ins and outs of the choices was daunting, she is amazing-and she assisted with getting me on board and in touch with the rest of her team members to assist even further. I never felt judged or as if my question was the wrong one to ask. Highly recommended. Even if you do not have much-some is enough.

July 9, 2026
Unprompted review
First Tech - Santa Rosa Community logo

Reply from First Tech - Santa Rosa Community

We're so happy to hear about your experience. Our team is dedicated to providing personalized support, and it’s great to know you found the process easy and informative. We appreciate your recommendation and are here to help you on your financial journey!

Rated 5 out of 5 stars

Amanda Urias has been super helpful

Great experience at the Santa Rosa branch. I have been banking there for a long time and special kudos to Amanda. She helped me clean up several accounts, suggested options and was super clear and comfortable to talk to.

July 7, 2026
Unprompted review
First Tech - Santa Rosa Community logo

Reply from First Tech - Santa Rosa Community

We appreciate you posting about your positive experience! Our team strives to provide exceptional service, and it's great to know we stand out. Thank you for sharing your thoughts!

Rated 5 out of 5 stars

Excellent service

The representative reached out to me by phone to make an appointment, and this is something I had been meaning to do. When I met with Dallas Carter, he helped me with a strategy for a CD that was maturing. He answered all my questions about my account and how to take advantage of its benefits, and also explained other available services. Dallas was friendly, knowledgeable, and very helpful. Excellent service and a pleasant experience.

July 7, 2026
Unprompted review
First Tech - Santa Rosa Community logo

Reply from First Tech - Santa Rosa Community

We appreciate you posting about your positive experience! Our team strives to provide exceptional service, and it's great to know we stand out. Thank you for sharing your thoughts!

Rated 5 out of 5 stars

First Tech! I spoke with Amanda Vegaz from First…

I spoke with Amanda Vegaz from First Tech she was very kind and knowledgeable.

June 30, 2026
Unprompted review
First Tech - Santa Rosa Community logo

Reply from First Tech - Santa Rosa Community

We're so happy to hear about your experience. Our team is dedicated to providing personalized support, and it’s great to know you found the process easy and informative. We appreciate your recommendation and are here to help you on your financial journey!

Rated 5 out of 5 stars

Sophia help me out a lot when it comes…

Sophia help me out a lot when it comes to helping me banking.

June 10, 2026
Unprompted review
First Tech - Santa Rosa Community logo

Reply from First Tech - Santa Rosa Community

We're so happy to hear about your experience. Our team is dedicated to providing personalized support, and it’s great to know you found the process easy and informative. We appreciate your recommendation and are here to help you on your financial journey!

Rated 5 out of 5 stars

Amanda Urias has been very helpful in…

Amanda Urias has been very helpful in getting me the correct bills for my Africa trips. She has been very patient and checked each bill to ensure there were no marks or rips and that they were printed in 2013 or soon. I appreciated her kindness and professionalism.

June 17, 2026
Unprompted review
First Tech - Santa Rosa Community logo

Reply from First Tech - Santa Rosa Community

We appreciate you posting about your positive experience! Our team strives to provide exceptional service, and it's great to know we stand out. Thank you for sharing your thoughts!

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