Cohousing-L Mailing List: Seeking referrals: cohousing-friendly banking/brokerage

[Pare Gerou (paregerou]

Hi all — I’m looking for a referral.

Does anyone in the cohousing world have a *bank or brokerage contact* you
really trust (bonus if they *live in cohousing* or are
“cohousing-friendly”)?

We’re setting up a *pooled, interest-bearing account* for *U.S.-based
member down payments* for an international cohousing project (Greek Village
Cohousing). We need something like a *high-yield savings, money market, or
escrow* where:

   -

   the institution can work smoothly with *expats / people living abroad*,
   and
   -

   we can have a *real human contact* (relationship manager / advisor) so
   we’re not constantly re-explaining our situation.

*I**t is the customer service person we are seeking, not advice about the
type of account*-- our situation is international and aligned with
our financial structure.  We also don't necessarily need perfect bedside
manner, we are looking for a highly competent and knowledgeable contact -
first and foremost.

If you know someone at *Schwab, Fidelity, Vanguard, a credit union, a trust
company, or a major bank or other brokerage* who’s good with this kind of
setup — I’d be grateful for an introduction or name. If they have a clue
about cohousing- that would be a great bonus.

Thank you!
Pare (Evi) Gerou for www.GreekVillageCohousing.com