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

Ken Rushing Kelly Lawrence has the knowledge and experience to help you with your financial investment needs. Kelly is constantly doing her research and watching the market trends. I put the future of my retirement in Kellys hands and I am very pleased with the outcome so far. Kelly and her team will make you feel like family and I would recommend her team to everyone.

Randy FERRIS Great people friendly

anthony taylor My name is Anthony Taylor , I have known Ron for over seven years, Ron has given me the best advice anyone could ask for. Not only have i done business with Ron but so have my family members and friends. Im not one thats quick to introduce my family and friends to anyone Im doing business with but I could not wait to introduce them to Ron. He is fair and informed. Im doing well in my retirement because of my investments with Ron. Way to go!!!

William Barnett Ive been a client of Bloom for 10 years. I was impressed the first time I met with them and will continue to do business. I also feel secure how they have structured my investments. Jack listens to my questions and concerns and displays a calm demeanor explaining my his answers.

Theresa Johnson If you are looking for a financial advisor, stop searching and make an appointment with Matt. He is the most thoughtful, caring professional you will find. Matt clearly has a passion for helping families with their financial future and he explains things in a way that is easy to understand. His genuine personality is such a blessing! In addition to this, Abbe his Branch Office Administrator, is equally as professional and kind. This team cant be beat!

David Wissinger They helped me manage my investments and tax strategies . It was easy and they have a wealth of knowledge. I would recommend them to anyone.

G Gao Howard is passionate, thorough and meticulous, it shows through his work and character. I had few financial advisors, it was day and night when I do the comparison, to me he went above and beyond in creating a plans, goals and options with detailed explanations, but to him it’s just part of his job. I felt really neglected with my previous advisor, like I was a plug a play into their system, nothing feels tailored or planned for my specific situation. Howard is completely the opposite, I feel safe and secure with him handling my investment, it was eye-opening.