CBM Services - Midland (MI)

cindy Awesome is the 1st word to come to mind. From there I would say professional, many years of experience, and knowledgeable in the world of finance. In the past I have invested my money into different financial companies. After the initial investment I never heard from them again. Until of-course I transferred my money to Compass Financial. Only then after 30 plus years of investing they were calling me in an attempt to keep my investment. Since Ive gone with Compass Financial Ive heard from them at Christmas, received pies for Thanksgiving and received candy for retirement. Once youve invested with them They will most definitely invest in you! Most importantly Matt explains everything in such a way that you will understand what is happening with your investment! He is prompt to answer any questions you may have. One thing that I found very impressive is there was no pressure put on us to invest w him. We went to one of his seminars (delicious meal). He said right up front "my plan may or may not work for you" "let me see what you have and Ill let you know what I can do for you" final decision was ours...no pressure. Highly recommend!

Brian Alexander Smith 2 hard pulls within 2 months. they are not enforcing the laws on their property managers who use their services. on top of that the management did not sign paperwork to authorize credit pull. the woman i spoke to the last week in may 2021 was very rude to me and i have a cognitive disability

Tram Truong Bad service ever! They received my money to apply the medicaid but they didnt. They just promise and there is nothing. I need to call, send the message but no answer. The process took over 3 months and no result now.

Chris Pipe Every experience Ive had at this branch and with Adventure Credit Union has been positive. Weve been members for almost 30 years back before they changed their name to Adventure. I would recommend the Grandville branch and the credit union as a whole for anyone looking for a place to manage their money.

Jeremey Long Great firm with great ideas!

Dawn Hofmann I received a cold call from Melissa to refinance my car loan and she forwarded my call to Angela Perry. I cannot even begin to express how incredibly diligent Angela was with all of the paperwork and finalizing my refinancing loan. Everything from the beginning of the experience until the end was done within a few days and I cannot thank the FreeStar team enough for all of their help.

Silliver Banks Everyone here is very friendly and professional, from the receptionist to the financial/tax advisors. My taxes were prepared in a very thorough and timely manner. I would definitely recommend Key Financial Solutions to my family and friends.