Baird Private Wealth Management - Grand Rapids (MI)

Jordan Gurney Wonderful experience with the adviser. Very nice guy

Shelli Eaton Maria is absolutely amazing. She’s a wealth of knowledge. She’s great at explaining the process, what to do and not to do and kept us informed at all steps. And she’s friendly, patient and kind. We were grateful to have Maria to make a stressful process smooth. Five stars!

Lorna Stephens Erin is wonderful. Kind, patient and extremely knowledgeable. She helped us understand things that we knew little to next to nothing about. All the while with respect and a caring that made us want to be friends with this lovely person. We would never go to anyone else.

G L W We have been longtime members at DFCU because of the high quality of their service offerings. The staff is always helpful and supportive of our needs. If you feel you are not having a relationship with your bank, take time to speak with a local DFCU branch manager.

Francine Robin is an excellent wealth planner. Shes knowledgeable and caring. Kudos to the front desk;. Liz and Shadi, who are very accommodating. Liz congrats on your promotion.

Tony Timmons Jacobs Financial has been top tier in their customer relations, helping us in our long term financial planning

Keegan Moodt Thank you MDR Financial for the incredible service you guys have provided! From the moment I reached out to them, their team made me feel understood and supported throughout the entire debt relief process. They took the time to explain all my options, helped me understand how to regain control of my finances, and were with me every step of the way. Their professionalism and knowledge are top-notch. Thanks to their team I’m on the path to a debt-free future, and I can finally breathe easy again. I highly recommend MDR to anyone struggling with debt, their team is there for that and they do it well while making sure you feel well understood and represented.