Advance Financial - Lansing (MI)

Steve Gussan Love this location very nice staff and they helped me out in every way they can my only problem is not in this location is with mortgage center they did not keep their promise Im having easy access to payments through the app and also not being able to check the payments through Zeal credit Union or knowing how much if it changed or when is it due or any other information that needed at the time it is very irritating every time I have to make the payment. I hope this problem gets resolved very soon

Richard Tran Couldn’t be happier with the service! Would recommend to anyone looking for a financial advisor

Julie Wilkinson Amy has been a wonderful friend, mentor, CPA and Advisor to both my family and I over the last 10 years. She was extremely supportive and caring during my breast cancer journey and truly encompasses a holistic approach in reaching both financial and personal goals. When my sister was going through a difficult divorce and under financial distress, Amy was more than helpful in navigating the unknown. She has also been instrumental in providing guidance during the passing of my grandfather. If youre looking for an Advisor who truly cares about you and not the bottom line, Amy is absolutely amazing.

A Rogers They have always been great with managing my investments.

Jessie Fidler Absolutely anyone can benefit from a conversation with Samantha! After just one hour with her, I left with a solid budget, outlined financial goals, tips for tackling debt, and confidence that I would be on track in retirement.

Jerry R I have been working with Bridge Wealth Management for the last 4 years. Alex, Tim and Rosemary do a great job handling my investments and are always looking to find ways to make my money grow. I am confident in their abilities and highly recommend this company!

E E I have had an awesome experience with Peter S at Morgan Stanley, in Rochester, MI. He is a Financial Advisor but works in another capacity to support teams. In short my skill set is not finance and after almost 4 decades of marriage to someone that was skilled in money, I was a bit lost. Peter always answered my questions kindly and without judgement. He made the transition of my spouse handling all finances to my handling the finances easier. Amanda H, my Financial Advisor, also assisted in an important transaction that would have failed without her immediate assistances. I can pay all Charge Card bills in the Morgan Stanley website. I was Blessed by their help and education.