Clear Ridge Wealth Management - Kalamazoo (MI)

alexandria Dina helped me get my personal loan quickly and stress-free. With being my first time applying for a loan, she was helpful and patient, and she emailed me back quickly too. The loan process itself was also very quick, I think I waited no more than two days for the loan to process, and then from there it was on my end to provide other needed info which allowed me to get the loan a day or two afterwards. Thank you, LOC, and especially thank you Dina!

Vanessa Orozco Working with Stonebrook has been an absolutely amazing experience. From the front desk to the advisors and admins, they made the process of transferring all my accounts seamless and stress-free. They took the time to carefully explain each step, patiently addressing every question and concern I had with clarity and kindness. What truly sets them apart is their genuine commitment to earning your trust — their transparency and professionalism are unmatched. I couldn’t have asked for a better firm, and I wholeheartedly recommend their services to anyone looking for a team that truly cares.

Miguel Loza Phenomenal and professional service. Extremely helpful with meticulous attention to detail with all information needed for a speedy transaction. Senior active duty military member saying thank you for your support and efficient team.

Tyra Moore MoneySmart is the best tax office Ive ever been to and virtually at that. Fast, reliable communication and service and I didnt even have to leave my bed to file. Definitely will continue to use their services every year!!

lars nordberg Larry has been my financial planner for over 10 years and his service and advice has been immeasurable. I particularly like that he is extremely knowledgeable about taxes and tax ramifications. If you are looking for a financial planner, Larry is the guy!!!

Jennifer Muller Excellent service. Been with them for many years. Cathy is a terrific advisor..