Edward Jones - Financial Advisor: Mark A Quimby, CFP®|AAMS® - Lansing (MI)

Francine Alexander Toni Wander is simply excellent! She listens carefully and fully, assesses many pathways forwards, and bring creativity, knowledge and deep expertise to the process and the plan(s).

E E I have had an awesome experience with Peter S at Morgan Stanley, in Rochester, MI. He is a Financial Advisor but works in another capacity to support teams. In short my skill set is not finance and after almost 4 decades of marriage to someone that was skilled in money, I was a bit lost. Peter always answered my questions kindly and without judgement. He made the transition of my spouse handling all finances to my handling the finances easier. Amanda H, my Financial Advisor, also assisted in an important transaction that would have failed without her immediate assistances. I can pay all Charge Card bills in the Morgan Stanley website. I was Blessed by their help and education.

Peach Matthew The level of expertise at Arbor Trust is few and far between. They have a small but mighty team of caring people. If youre looking for a good financial partner, be sure to check them out

Diana Smith Do not waste your time meeting with this guy he sees nothing but $ signs… brags about his lifestyle, but he’s 68 years old still working behind a desk go find a real financial advisor not this guy…. Be wise! I felt bad for his assistant who has to work with him! Talking about how much money he made in a stock market meanwhile, he’s still working behind a desk with the excuse that he is paying for his child college if you’re made so much money in stock market, you should’ve wrote a check, big guy and give it to your child for college paid in full! You are rude, unprofessional, and cocky!

Abrielle Kennedy I spoke with Ryan, a contact center specialist and he was super helpful and went above what I asked to help me out!!