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

Damon Vander Berg Always exceptional service over phone, in person and email. I never struggle to get my questions answered and in contact with the branch. Anita and Ashley have been super kind and helpful through refinancing my auto-loan, getting a new credit and debit card, and getting set up with multiple banking accounts.

Mazen Rahal I honestly don’t know where to start. Ali was a perfect mentor and a coach. When I first started with him my credit was in rough shape. He coached me and showed me what to do. He was with me the whole entire way Him and his team is very professional and honest and because of Him I was able to purchase my home thank you so much for everything you did.

Nathan Grajek Very clean and modern facility. Learned it was a repurposed Circuit City which is especially impressive.

Terry Bailey Ive been a member here for 20 + yrs since they were in the little tiny church off of Ryan rd. (St. Cletus Credit Union)The ladies here are fantastic at what they do! All around great banking facility would not go anywhere else!!

Jan Davis As I have reported to BBB, I have found Tom Pressey to be honest, caring and forthright. The team is dedicated to making your investment situation understandable and profitable without losing the human factor. Humor must be involved in volatile financial seasons and I appreciate Toms ability to keep things in perspective. Just one meeting will give you the feeling of his integrity and character.

James Peacock My financial advisor joined Mosaic Wealth Management a number of years ago. Ive been with him for about 13 years. Hes been such a great help for myself and wife. The whole staff at Mosaic Wealth Management are very friendly from the time you open the door till the time you leave. Ill leave my financial advisors name here, so if you are interested in a visit to see him or another advisor, Id highly recommend it. My advisors name is, Jonathan Hayes. So if you are in the process of using a financial management service, check out Mosaic Wealth Management, you wont be disappointed.