Halcyon Financial Group - Midland (MI)

Carl S I would highly recommend this company.

Nadir Mammeri Luke Baran no words can describes all what you did for me, i can’t thank you enough, you went above and beyond to help me through the process even when it wasn’t related directly to his job he did everything and took all the time to help me, very friendly and very professional, luke thank you very much you helped to realize my dream

Pamela shephard My husband and I have been with Provident Investment Management for over 15 years. I was lucky to have joined a national non-profit educational organization, BetterInvesting.org., in approximately 2001. This organization operated as the headquarters for Investment Clubs throughout the United States and were an extraordinary resource/sponsor/educator for investment club members like myself that were determined to demystify and learn how to prudently and wisely invest our money. Each club met on a regular basis and established a club portfolio. It was through my membership in BetterInvesting.org. that I learned of Provident Investment Management (although then operating under a different name). One of the legendary founders of BetterInvesting.org had later gone on to establish Provident Investment Management. Based on research and all I had learned from active membership in Better Investment clubs, conferences, study and recommendations, after retirement, my husband and I decided to turn our investments and money over (for us a monumental decision) to Provident Investment Management. We did so because we decided their investment history and longitudinal RESULTS, their philosophy for investment, their deep-dive research, their personal attention to their clients portfolios, their stellar integrity and qualifications, and the small fee they charged for managing our investments, far exceeded any other companys resume and interviews we had undertaken. This financial decision has proven to be the best decision we have made over our lifetimes. Their investment results have far exceeded our expectations and any we could have made for ourselves. Their stock investments have resulted in a long, safe, satisfying and quality retirement. I would recommend this company to anyone that is interested in seeing their investments grow and prosper. The company is simply extraordinary.

Elise Landa We used rfm for our taxes the last two years and have been less than pleased. This past year they did not seem to understand the EV tax credit and ensured us that we qualified for it. When we did not get it they resubmitted the exact same documents, charged us several hundred dollars and then we still did not get the credit. When we questioned why we were being billed for this, they lied to us and said they "checked with the dealership" however our car did not come from a dealership... And still charged us extra money for this. We only paid the bill so we would be done with them and can find someone more qualified to do our taxes in the future.

Michael Korte Ken was a very nice guy and was great to work with. He knows a lot about investing and it shows.

Tom Rettenmaier Prior to retirement we visited 3 different “retirement specialists”. The first was Dennis Joppe who many people at my work enjoyed and did a great job managing their monies. The second a mid 30’s investor and the third was a social security specialist. The second guy was very likeable until he started slamming Dennis Joppe, which is a “turn off” for us if you have to slam your competition. I had to finally tell Justin to never contact us again to stop him from calling or emailing us. The third investor specializes in maximizing your social security which basically means not drawing until age 70. She was excellent, but both my wife and I were not in favor of delaying our social security. We saw Dennis Joppe for 1-1/2 years before we retired and I had given Dennis a portion of my Roth monies to invest. Dennis and my wife hit it off and suggested taking a portion of her 401k monies and investing those in a Prudential index annuity which would bring in a guaranteed amount of money very month. In the 2 years since retiring, we couldn’t be happier with Dennis or his Assistant Vicki. Wonderful people!

Pal Saini Very Helping. Best insurance rate. Profeaaional. Highly recommended.

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!