Financial Advising in Grand Rapids, MI
14 locations found near Grand Rapids
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Financial Advising
Financial Advising
“Kroon And Mitchell are a pleasure to work with.I trust my most important asset with them, and them alone.Personal inservices have been provided in the comfort of my home.My needs are taken into account to strategize the best personalized plan.This plan is updated yearly or as frequently as neededI know that I can call or text anytime with questions/concerns.I feel safe and secure with this company, therefore wholeheartedly recommending this outstanding an upstanding company.”
Financial Advising
“I was very pleased with the "Excellent" customer service I received from the representative who answered the call. She was very courteous, polite and even friendly. The program I'm on is working in paying off my debts. A program with good customer service and actually works is a great combination for doing business with this company.”
Financial Advising
“Top notch service! I was having issues depositing some money orders into my checking account through the mobile app and stopped in the branch to see if they could help. The gentleman who helped me was so accomodating and patient with my request (since this branch is more for investment advice/ wealth management). Note: Any check deposits made here must go into your brokerage account. Then you'll have to move the money to your checking account online. Overall amazing, friendly, non-pretentious service. As a young professional/ investor just starting out I am so happy with the service Schwab offers. Staff here have the heart of a teacher and are so helpful. Thanks guys!”
Financial Advising
“Great people to work with, especially Dan Mcgraw and Eric Hula. They took a very complicated issue(s) for my nonprofit and made a platform that saves us all time and money. They took a very very complex problem and were able to understand it easily and help us fix it”
Financial Advising
“I have been working with Tri Found for 3 years. I appreciate the all in one concept of finances, legal, and tax expertise sharing the same office and meeting my needs in all 3 areas.Very easy to maneuver and the Team approach to my situation is appreciated.”
Financial Advising
“Superb Service every time I am in the branch. I am a frequent member almost in the branch daily doing cash or check transactions for my business and all the staff here as been incredibly accommodating & helpful. They all deserve a raise and a 1 year paid vacation to somewhere tropical! Especially Rachael, she the best! ?? Thanks!”
Financial Advising
“Superb Service every time I am in the branch. I am a frequent member almost in the branch daily doing cash or check transactions for my business and all the staff here as been incredibly accommodating & helpful. They all deserve a raise and a 1 year paid vacation to somewhere tropical!”
Financial Advising
Financial Advising
Financial Advising
“I think AGFS is a great company and serves it's clientele extremely well. They make it easy to access them for any questions or help needed and have face to face meetings which I believe is very important. Their success has shown this. I have been with them for many years and will continue for many more because of who they are and what they represent.”
Financial Advising
Financial Advising
Financial Advising
“I have used Aim Financial for ten years or more now and have been completely satisfied by the service I receive. Aim Financial was recommended to me by a friend and I have been using them ever since. I highly recommended Aim Financial.”