Credent Wealth Management - Kalamazoo - Kalamazoo (MI)

Debbie Lynne I met with Peter Glaab III and Kyle Glaab to go over my retirement plan. Although I sometimes feel out of my element when talking about investments, they both made me feel very comfortable and made sure I understood everything we went over. I highly recommend Individual Financial Planning. Like their website says...They treat you like family.

Jess Diem Outstanding Experience with Our Loan Officer and Processor! We couldnt be more grateful for the incredible service we received from Taylor and Haley throughout the home loan process. From day one, they were professional, knowledgeable, and genuinely invested in helping us secure the best loan for our needs. Taylor was clear, patient, and always available to answer our questions—no matter how small. They explained every step in a way that made us feel confident and informed, and they worked tirelessly to find the best possible rates and terms. Haley was equally amazing—thorough, responsive, and extremely organized. They made what could have been a stressful process feel seamless. Every document was handled efficiently, and they kept us updated every step of the way. Thanks to both of them, we closed early, without a hitch. Their dedication and expertise turned a daunting experience into a smooth and even enjoyable one. Highly recommend this team to anyone looking for a reliable and supportive lending experience!

Jean Edson Charles Its been a few months since I went to the bank, I never had the chance to comment, I liked the service they gave me, they really helped me, especially Akkari, shes very knowledgeable she has a lot of patience and is really understandable I advise everyone to go there, you will get good services

Allan Professional services and friendly support staff. Ken is responsive and attentive to individualized financial planning. Highly recommend Summit Financial.

Andrew Belock All team members I have interacted with have been polite, friendly, and professional.

Gary J Noble A very honest reliable company they have been good to me for the last 7 years

Alisa Reed Janell and Liz are the most professional and pleasant people at this location when it comes to customer service. These two ladies are phenomenal. Always greeting me with a smile. Even if they are having a bad day you will never know it lol! I feel like I’ve known them for years. Great conversations and I feel welcome. All at the same time doing their job very well, fast and accurate! Keep up the great work ladies!

Rich Nobody Paul My father left me the interest in a half million dollars unfortunately, he left it with Pollock who cant manage a 1.5% return. Now I am homeless. Really? Half a million dollars, he can generate a max of 6k/year. Great job jim!