Clear Ridge Wealth Management - Kalamazoo (MI)

Wendy James Dan is a fantastic adviser. I have a couple of managed accounts with Dan and they perform very well. He asks a lot of great questions and I really feel like he listened and heard what I wanted out of my investments. Ive sent a few friends his way, one of which wanted to invest ethically, and Dan has been taking great care of her. Regardless of your investment style, I believe Dan will meet you where you are. Whether you have a few hundred bucks and youre just getting started or if youre well vested, Dan is your guy! Dawn Ferris who works in the office is also a complete pleasure to work with. Great organization there. I highly recommend!!

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.

Shane Davis As a salon owner, I sometimes need extra funds for equipment upgrades and product stocking. The loan process was smooth and fast, with clear communication at every step. The funds arrived on time, allowing me to purchase new styling chairs and expand services for my clients. A truly five-star experience.

Mark Strek Tom and Jerry at Firma Financial always take great care of my needs. ALL of the employees at Firma are truly great and passionate about their work. Their attentiveness to their clients accounts is very refreshing compared to past advisors Ive dealt with. Firmas staff is extremely competent, professional and friendly. What I truly love about Firma is that it is abundantly obvious that everyone there follows the Golden Rule, which is unfortunately hard to come by these days. You definitely feel like your "part of the family" when you become a client.

Monroe county Friend They are liars. They have defaulted on funding multiple projects. One large project in Dallas Texas and another in Toronto Canada. Charles Carey has a hard time telling the truth. AVOID!!!!

Jo Ann Medina My Dearest Patricia and Front Office staff: How can I ever thank you enough for your support and assistance in resolving my family members’ estate. Your professionalism, courtesy, and compassion was up and beyond the call of duty. Thank you for allowing yourself to be used in blessing my life. Patricia, you and the entire staff are marvelous, wonderful, and very special people. Thank you and God Bless you all. With Much Gratitude, Jo Ann Medina

Brianna Barnett Natasha and AnnaLiese are absolutely wonderful to work with! We live out of town and they make everything effortless.