Diversified Financial Services, Inc - Washington (MI)

Larry Hennessee Excellent reputation and solid advice. Highly recommended...

Migliore Family Frank Cherniawski of the Wealth Management Institute has been our financial advisor for over ten years now. Frank is honest, trustworthy, objective, and personable. He has guided us through numerous financial challenges (investment decisions, paying for college, starting a new business, tax situations, etc.) and has been instrumental in our retirement planning. I also appreciate the fact that Frank is independent and does not advocate for or represent a specific financial services company. We continue to refer Frank to our friends and family seeking assistance with their financial matters. I would highly recommend Frank to those looking for objective, independent, and thoughtful assistance with their financial planning and wealth management challenges.

Brian Sneed Amazing experience working with the portage office! Sharon and her team go above and beyond to make sure all their customers are well taken care of. If you are looking for any financial planning, or life insurance don’t hesitate to give them an opportunity to serve you!

Dean Rosencrantz Excellent service, always helpful, and very responsive to requests.

Natalie Venuto Hawkins Rog is the best! Can’t recommend him and his team enough.

Christina Fuhrmann I have had mixed experiences so far. I had to call both the dealership and them a few times just to be able to start payments on my car. Good thing I did, because the payment was due in a matter of days by the time I figured out how to get into my account. Had I waited for them to contact me, I would have been late on my payment. However, the person I spoke with was extremely polite and pleasant and the website is working great now. Very easy to use.