Edward Jones - Financial Advisor: Kevin M Spencer, AAMS® - Midland (MI)

L T Tanya Hoffman was ABSOLUTELY FANTASTIC in helping me out with a car loan and line of credit recently! She went above and beyond to make sure all of the proper paperwork was taken care of, doing a lot of it herself even. This process was such a breeze and so very simple with Tanya at the reins! Genisys has always been great with all of my banking needs, and no wonder with such employees behind their operations! Could not recommend them, and specifically Tanya Hoffman, more!!!!

John Mumy We have had a relationship with Braeburn Wealth Management shortly after Mike Poland started his business. Prior to that, we have used Mikes expertise to manage and grow our portfolio for approximately three decades at most of his previous employers. Our experience with Mike and Braeburn has been very rewarding. Its very comforting have an investment advisor that has such a keen eye for detail and knowledge so that your portfolio is essentially on autopilot. In addition, if I decide to take a flyer, I can rely on MIke and his team to steer me in the right direction.

Kay Harris I absolutely loved working with Dorethia Kelly! She knows her stuff and does a great job of helping you understand the financial information and lessons, why you need to change and HOW to implement the changes needed. All the information in the world doesnt mean anything if you don’t know how to apply it to your situation and benefit from it. For me, Dorethia did a good job of giving the information and making it applicable. She is very down-to-earth, and transparent which makes her relatable. Dorethia was very encouraging even during the hard conversations, which was so helpful and appreciated. I’m thankful to Dorethia for giving me the tools and the encouragement to help me on my financial journey, and even though Im not quite there yet, because of working with her and participating in her *MoneyChat Masterclass, I now know where I want to be and what I need to do to get there. Working with Dorethia was a great investment in myself and my financial future and I highly recommend her for anyone that needs coaching or help with their finances or their business.

Joshua Burns Incredibly knowledgable and informative. A pleasure to work with.

Gary Parmentier George and Krista are awesome. They are soooo helpful . Donna and I think theyre caring and we trust them with all our possessions.

kristina rehfus Jason is someone you can trust with your Financial planning and retirement goals. Everytime I have had a question or need assistance with my 401K, he was there explaining options. It’s nice to know you have options explained on how I see my future. Maria has done my and my husbands taxes for the last few years and I won’t go anywhere else. It’s nice to know my financial needs are in good hands. Highly recommend Thank you to the entire team!