Beyond Financial Planning - Portage (MI)

kristy shepherd I cant say enough great things about the Taylor location! Jennifer Bartos, the branch manager, is amazing. She really takes her time and listens to her customers. She made us feel like family! The banking center is so welcoming and friendly. I definitely recommend this banking center.

Kay Harris I absolutely loved working with Dorethia Kelly! She knows her stuff and does a great job of helping you understand the financial information and lessons, why you need to change and HOW to implement the changes needed. All the information in the world doesnt mean anything if you don’t know how to apply it to your situation and benefit from it. For me, Dorethia did a good job of giving the information and making it applicable. She is very down-to-earth, and transparent which makes her relatable. Dorethia was very encouraging even during the hard conversations, which was so helpful and appreciated. I’m thankful to Dorethia for giving me the tools and the encouragement to help me on my financial journey, and even though Im not quite there yet, because of working with her and participating in her *MoneyChat Masterclass, I now know where I want to be and what I need to do to get there. Working with Dorethia was a great investment in myself and my financial future and I highly recommend her for anyone that needs coaching or help with their finances or their business.

Cristian Laslo A beautiful building with a very neat façade for the neighborhood. I just dont know how the local authorities approved the remodeling for the back of the building in such a manner.

Coy Woodruff I STRONGLY RECOMMEND THIS COMPANY TO ANYONE WHO WANTS A TRUSTWORTHY TOTALLY HONEST AND A COMPLETELY POSITIVE EXPERIENCE.

Becky Ostaff Great Lakes Funding Center was extremely knowledgeable and professional in obtaining ERTC credits/refunds. Received credits about 5 months after submittal to IRS. Highly recommend!

Tumeka May I have had the pleasure of working with Ashley for years... she’s the best hands down.. she not only does her job, but she’s a listening ear, she takes the time to actually listen and understands your needs. If she don’t have the answer, she will get it for you and before you and her leave you will have a clear understanding. She also reaches out to you periodically to see if things are going ok and the way you anticipated them to as well..... for all your tax notary and republic and financial inquiries or burdens please contact Financial Fairy Tales!

Kayla B Our realtor suggested Total Home Lending when we asked him for a recommendation. We are so happy we got to work with Joe and got to build that connection. We had so many questions because we were first time home buyers and he had all the answers and made sure we understood what was best for us! He has an amazing team for the whole process and everything was easy to work through from the pre-approval all the way to closing. It really feels like you have someone who not only wants to help you but wants to build a great experience for you too! We couldn’t be more happy with how the process went and Joe truly welcomed us and will always get a call when we are looking in the future. Thank you Joe!

Lauri Watts Mark and his team are very professional and knowledgeable. They make a transition/roll over very smooth.