Keywords: Financial integrated for me | wealth management and retirement plan consultant mi

Integrated for Me | Wealth Management and Retirement Plan Consultant - Grand Rapids (MI)

Address: 🏡 3351 Claystone St SE #111, Grand Rapids, MI 49546, USA
Phone : +1 (616) 942-9080
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJEwAaQUNNGIgRn_lL1GuORzI
#Michigan

Wojcik Financial Services - Livonia

Allison Cracchiolo Mark Wojcik of Wojcik Finacial Services is very professional and timely. He has been doing my taxes for the last 5 years and has always looked out for me. I definitely recommend him to others.
5 /5

Mark Wielinga - Financial Advisor, Ameriprise Financial Services, LLC - Muskegon

Samantha Smith I’ve had the pleasure of working with Mark for the past two years and can’t recommend his services enough. He is extremely knowledgeable and takes the time to understand your financial goals and needs. His advice was personalized and tailored to my specific situation, which made me feel confident in my financial decisions. Mark is very responsive and easy to communicate with. He’s always available to answer my questions and provide guidance when needed.
5 /5

Financial Plus Credit Union - Flint

Sonya Kirkland Morgan is amazing! She helped us with all of our needs. We are an older couple, that really are not use to dealing with banks or credit unions. She was so patient with us and our lack of knowledge. She makes you feel like you are the most important person in the building. You can just tell that she loves her job, and loves working with the public. Thank you Morgan!
5 /5

DFCU Financial - Garden City

Valencia Jones Everyone was very helpful and kind. I was really needing a financial matter taken care of and DFCU and its staff was able to work things out for me and the process was smooth and seamless. The assistant branch manager at the Garden City branch was phenomenal. They will have a customer for life and I hope to refer many as well!
5 /5

Great Lakes Wealth - Northville

Mike Sullivan I have been with Great Lakes Wealth for many years, and Dewey and his entire team have consistently done an outstanding job managing my investment account. Their expertise and swift responses ensure I always feel confident in my financial future. The communication is top-notch, and they truly go above and beyond with both their professional service and personal touch. I couldn’t recommend them more highly for anyone seeking a knowledgeable, trustworthy, and responsive wealth management team.
5 /5

MDR Financial - Southfield

Keegan Moodt Thank you MDR Financial for the incredible service you guys have provided! From the moment I reached out to them, their team made me feel understood and supported throughout the entire debt relief process. They took the time to explain all my options, helped me understand how to regain control of my finances, and were with me every step of the way. Their professionalism and knowledge are top-notch. Thanks to their team I’m on the path to a debt-free future, and I can finally breathe easy again. I highly recommend MDR to anyone struggling with debt, their team is there for that and they do it well while making sure you feel well understood and represented.
5 /5