Community Choice Credit Union - Muskegon (MI)

Tracy Nafe You wont find a more capable adviser than Phil Mitchell. He is personable, candid and supremely insightful. It was obvious when we sat down with him that he takes his job very seriously but has a welcoming demeanor and put us at ease right away. He offered us practical advice about a wise plan of action with the best outcome for our needs.

Bob Anderson Dennis has been my financial advisor for going on two decades. He has helped me secure my future by providing solid advice and guidance during both up and down times. Dennis and his team not only facilitate my financial management, but they give me the knowledge and tools to make my own educated decisions. As my abilities and needs have evolved, so have the FCM services. Everyone is always responsive, helpful, and professional. I look forward to continuing our working relationship into retirement.

Archer Dawn E (Arrow Dog Training) You will not find a better financial advisor than Erik. He has been managing our retirement funds for many years. He calls us on a regular basis to schedule an account review. This is so appreciated! Hes always there when we need him, returns calls promptly, and most importantly he takes the time to carefully understand our investment needs. Markets go up and down, but Eriks attention to our needs are steady and reliable. As well, Terese Kromer, Eriks office administrator, is the best! Top notch, friendly and professional! We could not ask for a better relationship.

Michael Tabaczynski Lake Trust is always there to help you when you need a product or service. Their staff are always pleasant, friendly, and prompt. My favorite team of people are the staff at the Center Line branch. I have been going to this branch since it was Father Kramer Credit Union, and when it turned to Lake Trust, I received the same great service. Robin is the absolute best and has been there since I got my account when it was Fr. Kramer. This was the place I got my first auto loan as well. Everyone at this branch is so nice, helpful, and take the time to get to know their members. I highly recommend Lake Trust Credit Union to anyone looking for a financial institution that provides great, easy, and simple products, along with their technology and great member service.

Jeff Unruh My wife and I have used Steve Chang as a financial advisor now for about 7 years. When we started looking for a financial advisor, we met with many financial companies! We found it refreshing when Steve did NOT talk down to us and explained fund options in easy to understand terminology and he made us feel comfortable. Anytime we call either he answers the phone or one of his assistance does. Everyone is very friendly and helpful. If Steve is unavailable at that time, he always responds quickly. The cost of having an Edward Jones account is comparable to other big branch financial advisors. I hope this review has given you some information about the Edward Jones branch in Farmington.

William Barnett Ive been a client of Bloom for 10 years. I was impressed the first time I met with them and will continue to do business. I also feel secure how they have structured my investments. Jack listens to my questions and concerns and displays a calm demeanor explaining my his answers.

Carol Galle Ralph is extremely trustworthy, friendly and helpful. I highly recommend him as a financial planner.