Edward Jones - Financial Advisor: Erin M Rohn, AAMS® - St Clair Shores (MI)

John Henighan We use CG Financial to manage our 401k Plan & have been very satisfied with the work – both in the performance of our investment portfolio & rigor of their financial analysis. And, just as importantly, they’ve been EZ for our management team and employees to work with. Often, employees are intimidated by financial jargon or the seeming endless choices for financial investment. CG Financial puts everything in clear, layman’s terms, and then has a hands-on approach to helping plan participants. Whether it’s meeting employees individually to sign them up for the 401k or change their investments, presenting at LorAnn Quarterly meetings, or facilitating engagement or problem resolution with our plan sponsor or 3rd Party administrator, CG Financial has done a fantastic job, and I recommend them highly.

Angela Bos This has been a family bank my whole life! Tellers are so friendly.

Diana Michael Leonard and his staff are kind, attentive, personable, honest and trustworthy. Our portfolio has done much better than we were expecting. Wish we would have made the switch here sooner!

Bill Funk Knowledgeable, friendy, discreet

Joseph Earl Hines II Amazing company and I’m glad I stopped in today!

Rosemary Wilson My experience with CFCU has been nothing but positive. I’ve refinanced with them and have taken two auto loans with them all with low interest rates. Everybody I’ve dealt with has been pleasant and helpful. Jered helped us with our latest auto loans and he was very knowledgeable and helpful. He was quick with the process.