Beyond Financial Planning - Portage (MI)

Bobby Goforth I just want to give the recommendation that Mason and Anthony deserve, they were both Courteous and accommodating. They found the best rate on my equity loan and it was a pleasyre doing business with them. I would recommend seeing how they can help you get a loan or mortgage that fits your needs.My experience was very positive and fulfilling, it did not take that long either.

Migliore Family Frank Cherniawski of the Wealth Management Institute has been our financial advisor for over ten years now. Frank is honest, trustworthy, objective, and personable. He has guided us through numerous financial challenges (investment decisions, paying for college, starting a new business, tax situations, etc.) and has been instrumental in our retirement planning. I also appreciate the fact that Frank is independent and does not advocate for or represent a specific financial services company. We continue to refer Frank to our friends and family seeking assistance with their financial matters. I would highly recommend Frank to those looking for objective, independent, and thoughtful assistance with their financial planning and wealth management challenges.

Baron Kenneth (Kenny B) I have steller credit and perfect payment history. I found a nice used car for my wife they bumped the rate 2% because apparently its over its worth. Even tho its the lowest miles at that price within 750 miles. Place is an absolute joke!!!! CU1 in Detroit got it handled for me tho. Been a member for awhile I will be canceling my account because of this

Gary Parmentier George and Krista are awesome. They are soooo helpful . Donna and I think theyre caring and we trust them with all our possessions.

Spivey Michael Ive been banking with this financial institution for over nine years and I love their professional staff for such a great effort.

Karen Colley We have worked with Marc for 15 years. Marc is highly professional, expert in what he knows and explains everything very detailed. He has customized a financial portfolio to help plan for all phases of our life. It’s always a pleasure to work with Marc and highly recommend him for your financial services.

Noel Scruggs Our business took out a commercial loan with West Shore Bank and they were amazing people to work with. We hit a few snags in the process and the team West Shore were by far the most helpful bankers Ive ever worked with. Ron, Jon, and the West Shore team really showed the advantage of working with a local lender who took the time to understand our needs, treat us fairly, and give us a reasonable rate. I would definitely do business with them again, and will be recommending them to other business owners.

Frank Polzin Sr They had my documents ready to sign when I got there .