Baird Private Wealth Management - Grand Rapids (MI)

Alfred Brock I am glad this location is here. It is extremely convenient for me. Always plenty of parking and prompt service if I need to drop by.

Arthur Taylor This is a great financial institution. I have been a member here over 7 years. The staff are always nice and helpful and they have a straight forward loan process. Ken in member services is AWESOME! Ive worked with him a few times and hes always very thorough, friendly and helpful!

Harvey Wilcox I just had the most remarkably helpful experience in my life with someone offering help with my taxes. Dear Jasmine. Because of its many glitches, I gave up on HR Block this year and this is my first year using Turbo Tax. Although I had properly entered all my data, your program identified problems with two annuities and would not e-file my return. The first person who tried to help me was Ali. He was kind and tried very hard to help, but eventually gave up. Then I wrote back and forth with another person who concluded there was “something wrong” and disappeared. When I wrote back to see if he/she was still there, I got the same response that there was "something wrong." Today I fortunately ended up talking with Jasmine who stuck with me for several hours (she was very patient with someone turning 80 next week). We reviewed several entries and, after she took a research break, she explained that there is a known problem in the Turbo Tax program having to do with entering information for annuities that is expected to be fixed by March 21. She then helped me with a couple of entries that would let me apply my refunds of Federal and Virginia taxes to next year’s returns. I had spent over 20 hours trying to figure this out and haven’t slept for 3 nights because I can’t find an accountant at this late date. I totally trust Jasmine and believe that the problem will be resolved shortly and that I will be able to file both returns after March 22. By the way, I was very impressed with Jasmine’s analytical abilities in tracking down and isolating the problem. You have a “gem” in Jasmine. Leslie Wilcox

Rebecca Esquivel Working with Valaise at Tried and True has been an entirely positive experience. She is responsive, organized, and helpful as well as warm, friendly, and caring. The combination of live meetings and streamlined tax organizer for submitting documents, asking questions, and sharing information is ideal. Based on my experience, Id highly recommend these services to others.

Samantha Gillespie Selected Advising is hands down the best accounting firm Ive ever worked with! Ive been a client for 20 years now, and I wouldnt dream of going anywhere else. They handle all my financials with the utmost care and expertise. I completely trust them, and theyve consistently provided excellent service and advice over the years. Highly recommend!

gail vandusen Tom Durocher has been our financial advisor and broker for about 4 years. After my father passed away, I had some money to invest, primarily, to use for my grandchildrens education down the road. I turned to Tom for this task. My charge to him was to treat this money as if it were his grandmothers. He has done just that. Besides doing extremely well with my investment, he has become a confidential adviser and friend to us on many things ex:buy or lease a car, how to help and support my sister who was in financial stress, pay off a car loan or keep making payments, do we need long term-care, and most of all, a calming voice during great stress while we settled 3 messy estates. During that particular time he called us often just because he was concerned. He still calls to check on us and catch up which we really appreciate. Tom is wise beyond his years, and we trust him unconditionally. We feel very fortunate to have had him answer our random call to Merrill Lynch that day! If you out there are looking for an amazing financial agent, Tom is your guy!!

Tayanna Butler Alyssa was very helpful! She provided amazing customer service and helped me to the best of her abilities thank you so much!!!! Great vibes in here as well no bad attitudes at all!

David Mattison Ms. Sylvia Viers goes above and beyond to meet ALL my banking needs. Very professional and extremely present. Im truly grateful to bank with this credit union because of employees like her