Envision Financial Advisors - Grand Rapids (MI)

Bianca Wierman Ebony has been my tax girl for years.. she’s amazing and I’m never stressed about any of the process.I would refer her to everyone I know.. Thank you for being the best.

Moaad Alsalahi I went to the bank, and the employee Shikha was super nice. She helped me open a new account with ease. She’s always helpful and happy to assist whenever you ask her. They’re all so kind and friendly, making you feel like you’re not a stranger.

john justice Very Freindly and nice staff.

Deep Wellness NOLA Above and Beyond is the best way I can describe my experience with Merritt Financial Services! They truly helped to get me on track personally and professionally. They assisted me with budgeting, tax issues, as well as plans and strategies for my business and family. The level of service was impeccable! They are responsive and thorough and scheduling appointments was convenient and easy. I was able to schedule appointments that were not too far out. My only regret is that I wish I would have found Merritt sooner!

Sandusky Vent Hoods Lee was fantastic, I told him my situation and he had a solution and lender within a couple hours and knew I needed it done which for another property I was going to purchase. I would definitely recommend Lee as an honest up front business man dealing with difficult situations. Feel free to reach out to me for more details.

Parker The staff is very knowledgeable. Great service. And I will still continue to be a wings finangel partner.

Dylan Grimes free money

Nicole Carwan Wendy has been doing this job for so long, she made the process effortless. Any questions I had were answered promptly and explained to me so I knew exactly what they meant. If you are looking to get a home loan, I would definitely recommend going thru DFCU and working with Wendy. Thank you!

Mark Schick Overall a very bad experience from a greedy advisor who prioritized his interest over that of his clients. Use caution when dealing with Mercer Advisors.