Cecilia Hinkle-Wisniewski - UBS Financial Services Inc. - Muskegon (MI)

Richelle Leskun When we had a great deal of success with Mr. Bircher. He has been our financial advisor for many years. He is very attentive to our individual needs regarding our needs for retirement and our future. We are very pleased with his service.

Mia Tylia I’ve had a great experience so far! Working with Luke, he’s helped my spouse and I create financial goals and set a plan for us. We haven’t used their tax services yet.

Parker Gray, Realtor Brice is kind, courteous, knowledgeable, and most importantly, listens to his clients wants and needs to help them make decisions based on their goals and aspirations, which is one of the best qualities you could ask for as an advisor. I would highly recommend Brice to anyone!

John Cote Snider Financial is a full service financial advisor with over 30+ years of experience in personal financial advising, business advising, insurance, and succession and estate planning, Very high integrity, trustworthy and professional. Highly recommended.

Keisha Simon Very informative She was very knowledgeable

Stephen Meier My retiring parents and I have been working with Adam Carlson for about a year now and I can say he has treated us with amazing service. He has guided us through multiple retirement transition decisions and has gratefully worked with us through communication challenges trying to get my parents and myself in meetings at the same time calling in from differing parts of the country. Adam is a true professional and I highly recommend.

Jan Davis As I have reported to BBB, I have found Tom Pressey to be honest, caring and forthright. The team is dedicated to making your investment situation understandable and profitable without losing the human factor. Humor must be involved in volatile financial seasons and I appreciate Toms ability to keep things in perspective. Just one meeting will give you the feeling of his integrity and character.