Heitzman & Associates Inc - Grand Rapids (MI)

gail vandusen Tom Durocher has been our financial advisor and broker for about 4 years. After my father passed away, I had some money to invest, primarily, to use for my grandchildrens education down the road. I turned to Tom for this task. My charge to him was to treat this money as if it were his grandmothers. He has done just that. Besides doing extremely well with my investment, he has become a confidential adviser and friend to us on many things ex:buy or lease a car, how to help and support my sister who was in financial stress, pay off a car loan or keep making payments, do we need long term-care, and most of all, a calming voice during great stress while we settled 3 messy estates. During that particular time he called us often just because he was concerned. He still calls to check on us and catch up which we really appreciate. Tom is wise beyond his years, and we trust him unconditionally. We feel very fortunate to have had him answer our random call to Merrill Lynch that day! If you out there are looking for an amazing financial agent, Tom is your guy!!

Denise Hight So pleased with Cornerstone always helpful and very pleasant. Nathan’s help so appreciated and helpful. Thank you

Lori Roome Theyre good and smart and professional. Highly recommend

lars nordberg Larry has been my financial planner for over 10 years and his service and advice has been immeasurable. I particularly like that he is extremely knowledgeable about taxes and tax ramifications. If you are looking for a financial planner, Larry is the guy!!!

Karen Cardwell Andy and his team have done a great job the past 15+ years with the funds I have transferred over my 401K after leaving several area admin jobs. With their help I am in a great financial position with my retirement funds to retire in the next 10 years! I have and would suggest Andy and Sam to ANYONE looking for a truly talented team to help with their retirement planning.Their honesty and integrity have help put me in a position that I never believed I would be in at this stage in my life.

Hussain Ali Anwar Very professional and reliable Tax consultant. I have been a customer for 8 years and never disappointed!! Thank you Sam for the outstanding job and serving the community!

Richard Ignatius As a long time member I have been very pleased with the customer service. I recently made a transaction at the new Troy location which is ver nice. Issa helped me and made the process very easy for me! Way to go!