THIS ^^^^Find a local bank, the big ones don't give a sh## about you and will probably tell you as much if you ask. I have accounts in 3 different local banks and couldn't be happier, hell one of them has lowered the interest rate on some property I have mortgaged with them 3 times now without me asking them too. And it CAN'T go back up, it's in the agreement. So far they have knocked my 30 year note down to a 20 year note and my monthly payments are less than they were originally as a 30 year note!!!
i am a member of a credit union already.
i also have had far too many smaller banks that I liked and banked with sell out to the larger ones. any names you could recommend??
Have you considered something like Edward Jones? It's pretty nice having ONE person to talk with when it comes to your money.
I know that's not a bank, but you said something about investment options.
Banks can't stand me... I never have enough money to my name for them to really care. My Edward Jones guy has one of my 401k's and an IRA of mine, he's always appreciative and helpful.