Downriver Community Federal Credit Union - Lincoln Park (MI)

Lauren Ranalli Lindsay is an incredible speaker and financial therapist. Ive taken some of her webinars and heard her present a number of times. Shes so engaging and insightful! I also love her book, "The Finacial Anxiety Solution". Definitely a great resource.

Jim Thrower I had a very unique circumstance with a line of credit and Pam P. was extremely helpful. She took extra time to find an answer. I appreciate the hard work. Big fan of the customer service provided by Pam and Macatawa Bank

David Poules Rimoun Estifou is an advisor that I am signing up with. I really needed a change in my long term financial planning and Rimoun is going to do that for me especially with his expertise. I would definitely recommend Rimoun to my friends and family.

John Henighan We use CG Financial to manage our 401k Plan & have been very satisfied with the work – both in the performance of our investment portfolio & rigor of their financial analysis. And, just as importantly, they’ve been EZ for our management team and employees to work with. Often, employees are intimidated by financial jargon or the seeming endless choices for financial investment. CG Financial puts everything in clear, layman’s terms, and then has a hands-on approach to helping plan participants. Whether it’s meeting employees individually to sign them up for the 401k or change their investments, presenting at LorAnn Quarterly meetings, or facilitating engagement or problem resolution with our plan sponsor or 3rd Party administrator, CG Financial has done a fantastic job, and I recommend them highly.

Jason Music I greatly appreciate Brian Mathiots eye for detail! He has been a pleasure to work with as he is very understanding and straight forward. He has done an amazing job taking care of any issue that has arisen. I hope others are able to demonstrate strong skills and quickly assess situations like him- as he has made this process a whole lot easier for me. I appreciate having someone who is always readily available to hear me out and finds prompt reasonable solutions.

Tom Rettenmaier Prior to retirement we visited 3 different “retirement specialists”. The first was Dennis Joppe who many people at my work enjoyed and did a great job managing their monies. The second a mid 30’s investor and the third was a social security specialist. The second guy was very likeable until he started slamming Dennis Joppe, which is a “turn off” for us if you have to slam your competition. I had to finally tell Justin to never contact us again to stop him from calling or emailing us. The third investor specializes in maximizing your social security which basically means not drawing until age 70. She was excellent, but both my wife and I were not in favor of delaying our social security. We saw Dennis Joppe for 1-1/2 years before we retired and I had given Dennis a portion of my Roth monies to invest. Dennis and my wife hit it off and suggested taking a portion of her 401k monies and investing those in a Prudential index annuity which would bring in a guaranteed amount of money very month. In the 2 years since retiring, we couldn’t be happier with Dennis or his Assistant Vicki. Wonderful people!