Better Money Decisions - Midland (MI)

Waymond Floyd Truly some great people! A comfortable experience. No grey clouds at all in that building they make you feel like friends almost family and not because you’re doing business with them. We shared information totally unrelated to the business we were working on and they also give great advice and helpful information unrelated to the business we kept. I trust them with my business and appreciate a listening ear.

William Boyd Before working with Jordan at True Wealth, I really struggled with knowing if my money will last. After working with him and his sophisticated tools and guidance, I feel confident in my current and future spending rates. Jordan also helped me determine my estimated quarterly tax payments with much greater accuracy and all at a significant cost savings to me.

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.!!

Karyn Haas Financial Architects is a very reputable and successful wealth management company. I selected them to manage my financial portfolio over 15 years ago and have been very satisfied. Chris Cousins has a strong level of integrity and all of his employees work closely with their clients to understand their needs. Both Chris and Cliff Robison has worked closely with me to help me achieve many dreams. I highly recommend this company.

Jon Brickner Ethical. Culture of high expectations. Building an exceptional digital experience to put clients at the center of their financial life with an advisor to walk along side.

Joshua Hardy I just finished the process of purchasing a home with my wife. Nick Olczak with FristState bank came highly recommended and now we understand why. He made the financial side of purchasing a home an absolute breeze. He is extremely knowledgeable and could answer any questions with ease. Even after we closed on our house, he has been super helpful answering even the smallest of questions on whether or not we received junk mail. He truly goes above and beyond to make this process the most smooth sailing as it can be. He really takes the stress out of buying a home!

Nicole Carwan Wendy has been doing this job for so long, she made the process effortless. Any questions I had were answered promptly and explained to me so I knew exactly what they meant. If you are looking to get a home loan, I would definitely recommend going thru DFCU and working with Wendy. Thank you!