Investment Plus - Kalamazoo (MI)

Bob Bobby I spoke with Brian Treppa today in his office about a unique tax situation for cross border taxes. He referred me to someone who was an expert in this area. Brian and his staff are very personable, helpful and professional. I greatly appreciate them helping me with a complicated matter. I’ll definitely recommend them in the future.

Becky Ostaff Great Lakes Funding Center was extremely knowledgeable and professional in obtaining ERTC credits/refunds. Received credits about 5 months after submittal to IRS. Highly recommend!

Lilzap 2600 Great experience and a very trustworthy business!!

Jay Bee Absolute best-in-class financial advisors. Mike and his team treat clients like family and get you on the right track to financial freedom in retirement. They take the time to listen and educate in order to customize the best solution for each individual. I can’t speak highly enough about this amazing team! I highly recommend this firm to anyone in need of a financial retirement strategy.

Lise Mike Anderson and his staff simply could not be more attentive and caring. I feel so blessed being taken care of by them and the Stifel group