Edward Jones - Financial Advisor: Jim Weidner - Muskegon (MI)

jylnelle fearson I had an amazing experience from start to finish! From the moment I walked in, the staff was incredibly welcoming and attentive. They took the time to understand exactly what I needed and went above and beyond to make sure I was happy with the service. What really stood out to me was how personalized everything felt — I wasn’t just another customer, they truly cared about making my experience a great one. I left feeling completely satisfied and appreciated. Highly recommend to anyone looking for top-notch service with a personal touch!

beth weber The staff at Blue Ox is wonderful. The manager and tellers are friendly. I have been especially impressed with DeLisa. Ive met with her in person and handled business over the phone. She is professional and helpful. She always calls back when I leave a voicemail message. I wish all businesses I work with had employees like her!

Tony Timmons Jacobs Financial has been top tier in their customer relations, helping us in our long term financial planning

William Boyd Before working with Jordan at True Wealth, I really struggled with knowing if my money will last. After working with him and his sophisticated tools and guidance, I feel confident in my current and future spending rates. Jordan also helped me determine my estimated quarterly tax payments with much greater accuracy and all at a significant cost savings to me.

Jessica Jessica Bookkeeping Made Simple LLC has everything you want from a bookkeeper: knowledgeable about QuickBooks, efficient, strategic, honest, and pricing that is competitive. I work with many small businesses, and I can tell they have a passion for math!

Brian Khousakoun I couldnt be happier as a client under Action Point Financial. Ben and his team were right to brass taxes with me and really had the best intentions for our family. I have a hard time, as anyone would, trusting someone else with our finances but Ben and his team has always put their best foot forward. Its relieving to have a company that genuinely cares about their clients like Action Point Financial.