Fiduciary Financial Advisors - Kalamazoo (MI)

stephen smith 25 years of providing excellent service.

Twin Twin This company isn’t about the right and they know it that’s why they don’t reply to these reviews. I’m very surprised they are even still in business. I’m speaking with a lawyer because they will continue to keep to keep doing clients wrong.

Theresa Johnson If you are looking for a financial advisor, stop searching and make an appointment with Matt. He is the most thoughtful, caring professional you will find. Matt clearly has a passion for helping families with their financial future and he explains things in a way that is easy to understand. His genuine personality is such a blessing! In addition to this, Abbe his Branch Office Administrator, is equally as professional and kind. This team cant be beat!

Cj S The smallest kindness makes the biggest impact. Monica Beard made a caring, helpful, impactful difference with my family today under a tight timeline to help us out. We are grateful to this "saucey" professional & her ladies for truly caring about customers, their situation, and for getting it done. Thank you!!! Bank local, you are more than a number.

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Lewis Marshall Weve been working with Stonebridge, and their predecessor, for over 10 years. Theyre extremely professional and always have advice thats not pressuring, but truly advising. We appreciate our relationship and will hopefully continue working with their team for years to come.

Virginia Lauder Very goid and professional. My CFP takes the time to get to know you, what your financial goals are, how you are progressing towards goals, and go as recommendations to achieve these.