EFE FINANCIAL & TAX SERVICE LLC - Kalamazoo (MI)

Jon Genzink This review is for advisor David Peerboom.

Barry W We have been investing with Plan 4 Financial for 13 years. Whether it was Dennis, Jeff, or more recently, Nikki and Dan, our experiences have always been positive with exceptional results. We were especially impressed with Nikki and Dan because of their knowledge and understanding of the business and their pragmatic approach to our personal needs. We have the utmost confidence in them both. We feel that the day we walked into Plan 4 Financial, the stars were certainly aligned in our favor.

Connor Waldo I generally have a really good experience. some of the stuff with community financial is a little bit odd in terms of their information systems, but I like the friendly and family oriented atmosphere. They are always helpful when it comes to getting a car loan as well. overall I think its good to have a credit union on your team and Im glad that I have community financial. I have been banking with them ever since I was 8. Thats over 20 years.

Lisa Cooper Mike and the team at MCA are fantastic to work with. We have appreciated the personalized, proactive service and long-term perspective that they provide. The visibility of seeing everything in one spot, playing out various scenarios and understanding the uniqueness of our situation has been truly invaluable. Highly recommend their comprehensive wealth management services!

Milan Holland Just wanted to say that Michigan legacy has been great to me. This morning I had a great phone call experience with with an employee named Catherine she was nice, polite, and very helpful. True professionalism.

Jean Edson Charles Its been a few months since I went to the bank, I never had the chance to comment, I liked the service they gave me, they really helped me, especially Akkari, shes very knowledgeable she has a lot of patience and is really understandable I advise everyone to go there, you will get good services

Holly Karram Brian Reiber is an ethical and trustworthy financial advisor. He is highly knowledgeable and skilled in assisting not only me, but also members of my family with financial planning and advice. Brian took the time to learn about me and keep up with my evolving financial needs. He listens, guides, and prioritizes my interests. Brian supported me in making wise financial decisions when my husband passed away. He guided me as I put my daughter through college. He has, and is still assisting me as I move toward a financially secure retirement. I trust Brian to always act in my best interest.