Edward Jones - Financial Advisor: Adam G Carlson - Muskegon (MI)

Gregg Yeomans We met with Matt Clauser to review and consolidate our policies now that my wife and I are retired. Matt was very knowledgeable of the particulars of our policies and a pleasure to meet with. His follow-up was prompt and answered all of our outstanding questions.

C Drake Tyler helped me and my husband open up our accounts. He was awesome very informative and left no stone unturned to all the available Perks to Being a member. Any continues to keep in contact to make sure everything is up to date and going well. Never had that with any other bank or Credit Union. Its nice to know that they actually care enough to send you an email to see how youre doing. Im so glad I joined this Credit Union I just wish I would have done it sooner.

Keegan Moodt Thank you MDR Financial for the incredible service you guys have provided! From the moment I reached out to them, their team made me feel understood and supported throughout the entire debt relief process. They took the time to explain all my options, helped me understand how to regain control of my finances, and were with me every step of the way. Their professionalism and knowledge are top-notch. Thanks to their team I’m on the path to a debt-free future, and I can finally breathe easy again. I highly recommend MDR to anyone struggling with debt, their team is there for that and they do it well while making sure you feel well understood and represented.

Scott Chambers Franks attention to detail, communication and willingness to serve are paramount in the financial realm. He has always taken the proactive approach, assuring that his clients short & long term goals are top of mind while providing the appropriate recommendations for their financial success.

Christi Graham I highly recommend Precise Financial Services for all your financial needs. I’ve come to her to get my 2018 and 2019 federal and state tax returns completed, and both times I’ve been satisfied. Sommer was not only very professional but also she was very knowledgeable in the field. She works hard to get you the maximum amount of money for your refund. She communicates promptly about your taxes and the status or any changes to them. I’ve dealt with many tax preparers in the past and I’m glad I finally found someone I can trust!!!!!

DeAnna Pirrie Robert is such an amazing financial advisor! My husband and I are young and had no idea what kinds of investments we were missing out on until we talked to Robert. Robert helped us set up a portfolio that is prepping us for our future. We will use Robert for the rest of our lives and highly recommend him for anyone who is looking for a financial advisor!!!

Richard Endicott Great

kevin C This comapny is a scam. The phone nimbers dont work and they keep cold calling me about a approved loan I never tried to get.