Benjamin R Dollard - Private Wealth Advisor, Ameriprise Financial Services, LLC - Midland (MI)

Larry Paulson Have been through a few financial advisors over the years and a decade and a half ago we found David. Always responsive to our needs and will explain "why" whenever you may ask. Makes personal visits if required and sometimes just to check in. We appreciate all David does and we recommend his excellent services with confidence.

Mahmoud Elder From personal and business accounting, the team at Hazzouri Accounting are in one word: Phenomenal! Their expertise, advice, honesty and transparency has made running a business much more easier. Highly recommended.

Mark Schick Overall a very bad experience from a greedy advisor who prioritized his interest over that of his clients. Use caution when dealing with Mercer Advisors.

Sara McCree I have been a customer for 30 years. Never had a problem. Always helpful and quick.

April Wynn Dean is adept in managing any investment portfolio and is honest in his communication regarding market fluctuations and risk. After the financial crisis in 2008, my mother had lost more than half of her retirement. Dean helped her manage what was left so she could still retire comfortably. Dean, is a kind hearted person who takes a genuine interest in every client. He is someone I trust with my assets.

Mark Robbins Cathy has been doing our personal and business taxes for the last 25 years. She has saved us thousands of dollars in our business. She takes care of our business like it was her own. Even after moving out of state, it has been stress free. It has mostly been done via the internet, but it is a blessing when we do have time to chat. Thanks, Cathy, for being our biggest cheer leader.

SHERYl KNIGHT I just called trying to find my representative for my account and the gentleman that answered the phone was very rude telling me hes not my representative and hung up on me. WOW.

Ernest Daniels I run a bakery and café in a college town, and I wanted to offer a wider menu and renovate our seating area before the school year started. Cash flow was tight during the summer, so I turned to an MCA. It gave us the funding we needed without jumping through the hoops of traditional banks. We used it for new kitchen equipment and minor upgrades. When students came back, sales jumped 30%. Repaying the advance through credit card sales felt effortless it aligned with our busy and slow days.!!

Ben Cross I met Mark from Bay Pointe Financial Management through a friend. After speaking to him a couple of times I could tell he was sincere and understood various different investment strategies, wasnt just trying to sell me life insurance. They are fee based and not commission based so the are aligned with their clients which I like. We came up with a plan to get my goals on track and he followed up with me to make sure that I was executing on the plan. We met several time during the day and in the evening. He always picks up the phone when I call. Id highly recommend Mark Pauwels and Bay Pointe Financial Management.