Edward Jones - Financial Advisor: Brice Banfield, AAMS® - Kalamazoo (MI)

calvin P Ted Drussel took the time to help me get my account ready for tax time. Everyone could not have been nicer. The wait time was minimal & the parking garage was convenient.

Judi We are always confident that Blue Chip Partners are providing us with excellent service. Respond promptly to any questions or needs. Our portfolio is providing us with the retirement we planned. Would highly recommend them.

Ben Cross I met Mark from Bay Pointe Financial Management through a friend. After speaking to him a couple of times I could tell he was sincere and understood various different investment strategies, wasnt just trying to sell me life insurance. They are fee based and not commission based so the are aligned with their clients which I like. We came up with a plan to get my goals on track and he followed up with me to make sure that I was executing on the plan. We met several time during the day and in the evening. He always picks up the phone when I call. Id highly recommend Mark Pauwels and Bay Pointe Financial Management.

Alaina Zhang I had a great experience working with Rich on securing my disability insurance. He was knowledgeable, responsive, and had my best interests in mind. He took the time to explain every detail clearly, answered all my (many!) questions with patience, and helped me feel confident with choosing the right policy that covered all my needs. I highly recommend Rich to any medical professional looking for trustworthy disability insurance guidance!

Virginia Lauder Very goid and professional. My CFP takes the time to get to know you, what your financial goals are, how you are progressing towards goals, and go as recommendations to achieve these.