Grand Wealth Management - Grand Rapids (MI)

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.

Roger Thornton I have had the privilege to get to know Kevin Spencer over the past couple of years. Keven is a true professional, he clearly knows his craft, he is a teacher at heart always helping and educating people. If you have not sat down with someone to help you plan your financial future, I would recommend give Kevin a call and let him help you reach your dreams and goals.

Scott Rider Calah was great, there was some confusion on my end that made things feel uncomfortable, but she cleared them up and made me feel great about proceeding.

Luis I wish I could put 0 stars. Racist staff. I went in last week in hopes of opening an account, gave the man at the front my ID and voter registration, he was looking at my ID all weird as if it was fake, or something then after about 15 minutes I finally get called into the office, the lady started asking me all these questions about where I use to live because the lady said my Michigan ID “has a big dark spot on it” in response I pulled out my military ID and gave it to her and said “well if you think my ID is fake here’s my military ID” and then again, she was looking at it as if it was also fake, I did not like how I was treated when the gentleman who was next to me didn’t even live in Lincoln park but yet they weren’t asking him to confirm 3+ addresses from where he use to live, or being weird with his ID. It’s sad how I served this country just to be treated like this. They must’ve never seen a brown man who served.