George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC - Kalamazoo (MI)

Trent Chapman As a landlord for a small business, they are great!

JoleneA Danoski Joe Gemmilll is a very good, decent and honest man that will really look out for your best interest. I am and will be forever grateful for how he managed my fathers accounts to protect him when the stock market crashed in summer/fall 2008. I only wish he would re-locate to Florida with me. =)

Janna Flory Andy O was an absolute pleasure to work with. He partnered with me in finding out my goals for home buying and coached me through the entire process. Andy provided education on mortgage financing options and didnt pressure me to make any decisions I was not comfortable with. Andy and his time were quick to answer ANY questions I had throughout the home buying process and ensured all deadlines were met on time. We will definitely be working with Andy and his team again in the future when his services are needed. Thank you, Andy (and team) for such a wonderful home buying experience!

Tim Hoffman Have met with Peak Wealth Mgmt. three times now as part of their fixed price financial planning process. Thus far my experience has been great. The Peak Team is attentive to my needs, well-prepared for our meetings, courteous and have made solid recommendations. They have provided clarity and strong advice on our financial plan and I look forward to our future meetings with them.

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!