BASE TO FINAL WEALTH MANAGEMENT - Ameriprise Financial Services, LLC - Kalamazoo (MI)

Kevin Parks Employees are awesome. Very friendly and helpful. I will never go anywhere else for this service

Alfreda Muntz They are very kind and helpful....Really there when you need them!

Claire Stewart When I used to think of financial planning, I pictured someone in a suit telling me where to put my stocks. But meeting with Matt Bowden at 2 Bird Wealth Management completely changed that perception. Matt is not only incredibly knowledgeable and professional—he’s also a fellow parent who genuinely cares about helping families build real financial freedom. In our first meeting, he spent nearly three hours with us, taking the time to understand our short-, mid-, and long-term goals. He helped us see that financial planning is so much more than just retirement—its about creating a plan that supports the life we want to live now and in the future. Matt is kind, patient, and never once made us feel rushed or overwhelmed. We left that first meeting feeling empowered, informed, and excited to start this journey. We’re so grateful to have found him and are really looking forward to working together!

Mary Jo Garascia They have the best staff that gets proven results for all your investment needs and offers good tax planning strategies.

Keisha Simon Very informative She was very knowledgeable

Scott Rider Calah was great, there was some confusion on my end that made things feel uncomfortable, but she cleared them up and made me feel great about proceeding.

Rick Hoffman Retirement is a very scary thing to do these days. My Husband and myself meet Charles and David Bartman at one of the many summaries we went to. We were on the hunt to find a good financial advisor. We choice the Senior Financial Center because David Batman was very knowledgeable about investments and how to make our money grow. We have meet with David several times and we already feel welcomed by everyone in his office (they are polite- friendly). We trust the Senior Financial Center with our retirement investments. You will not be disappointed if you choice David Bartman, you can retire knowing they have your back.