Financial Plus Credit Union - Swartz Creek (MI)

Martin Thompson We used an MCA to bridge a short-term cash gap during a slower quarter. I appreciated how easy the application process was and that I didn’t need perfect credit. The funds arrived quickly and helped us cover operational expenses. The daily repayments were manageable, and everything was explained upfront. It’s not a long-term solution, but for short-term funding, it delivered exactly what we needed.

Kimberly Hooper I inherited an IRA annuity and sought advice from Robert on what to do next. Rather than doing a fee-only service, it was set up for him to be my financial adviser. He encouraged me to move another inherited IRA account, which he also managed. Less than a year later he...quit. Took himself off the accounts. I had asked him in email to explain what was happening in the market because the accounts had been losing money, and rather than give me an explanation, he just quit. I had only met with him a few times, and there werent phone calls, or much email contact, so I know I didnt take up too much of his time. I have no explanation for why a financial adviser would choose to quit rather than answer questions. I would not recommend him, especially since the adviser on the account he encouraged me to move DID answer any questions I had, which is what I thought an adviser was supposed to do.

LebaneseArabGirl I love this credit union. Every problem that Ive had regarding things on my account from issues that I usually caused, they always help me fix the problem. Today I dealt with Melanie when I had to stop a corrupt company from continuing to take unauthorized withdrawals from my account. She has ALWAYS been so nice, helpful, professional and knowledgeable. She far exceeded my expectations on how to handle these unauthorized withdrawals. I went in very frustrated from dealing with this company and left very happy after she helped me with everything and i didnt have to do as much to stop them from doing this as i thought. She was beyond helpful and I really appreciated all her help. I would highly recommend this credit union. Take care.

Lisa Matthews I previously worked with Marcel Dobine and he did an outstanding job. I decided to refer Marcel to my family members William and Gina Reinfeldt. They were so happy about his professionalism and his knowledge of the Mortgage industry. He helped them quickly and efficiently and I am forever grateful to him for all of his help.

Bill Joyner Knowledgeable and very open about how and why they are making recommendations. Appreciate their unique perspective. Would recommend them to others.

a watkin They are always very courteous.

Dave Jones Always informative and professional.