Eagle Strategies LLC - Grand Rapids (MI)

Kyle Walker I have been very pleased with the planning provided by The Foundry Financial. Bryndon and his team take the time to educate us on the big picture of financial planning and actively listen to ensure the planning strategy fits our overall goals and objectives. They have great tools and resources so I can get an instant snapshot at one portal. In what seems to be a fast paced/confusing industry they cut through the noise to guide, prepare, protect and plan.

Janine K I had an appointment with Luna and she was wonderful with assisting me in setting up a business account with them. She wished me many blessings for my LLC and if I needed anything, to stop back in and talk to her. Both Nicole and another teller acknowledged me when I came in and thanked me for my patience. I only had to wait 5 minutes for Luna to finish up with an elderly customer, which I don’t mind. Be advised that this branch is extremely busy and there are only 4 employees! From the 48 minutes I was there, around 26 customers came inside. Be patient with them.

Martin They always treat me good

TLP Professional, kind, and great customer service! They process claims in 7-10 business days, after you provide all documents needed.

Marilyn Wootton Stopped at this DFCU location to pick up my DFCU calendar for 2025. The staff was pleasant and helpful. Ive been with DFCU since 1978 and have no plans to change my banking.

Joseph Lanz I met Dan Haines after interviewing several advisors, including some big name providers, when I was contemplating retirement over three years ago. Dan’s review, analysis and guidance convinced me the time was right and that I could enjoy a comfortable retirement. Since retiring Dan’s ongoing support has been invaluable. Dan’s recommendations to secure my assets during recent market turbulence proved to be exactly the right choices. A recent meeting with Dan and Doug Voisard specifically addressed my concerns about meeting increased medical costs as I age. Dan and Doug provided a thoughtful and fact-based analysis which reassured both me, and my children, that I’m well prepared for that future. I trust Dan implicitly.

Mark Robbins Cathy has been doing our personal and business taxes for the last 25 years. She has saved us thousands of dollars in our business. She takes care of our business like it was her own. Even after moving out of state, it has been stress free. It has mostly been done via the internet, but it is a blessing when we do have time to chat. Thanks, Cathy, for being our biggest cheer leader.