Investment Plus - Kalamazoo (MI)

Deep Wellness NOLA Above and Beyond is the best way I can describe my experience with Merritt Financial Services! They truly helped to get me on track personally and professionally. They assisted me with budgeting, tax issues, as well as plans and strategies for my business and family. The level of service was impeccable! They are responsive and thorough and scheduling appointments was convenient and easy. I was able to schedule appointments that were not too far out. My only regret is that I wish I would have found Merritt sooner!

Jason Reno Ive been working with Schultz & Associates for the past 2 years for both personal and business taxes & bookkeeping. It has been great to work with both Jeff and DJ. Their knowledge and communication has been wonderful. If you are looking for personal or business services I would highly recommend reaching out to them!

Jean Edson Charles Its been a few months since I went to the bank, I never had the chance to comment, I liked the service they gave me, they really helped me, especially Akkari, shes very knowledgeable she has a lot of patience and is really understandable I advise everyone to go there, you will get good services

Mary Fields My husband and I absolutely love banking here. Customer Service gets a 10. Very polite and always helpful. Thank you BFC for your awesome service.

Lenore Hubbell Great advisors. Been with them for quite awhile. Thank you for all of your professional help. See you soon. Hi, Jason, I was in today to let you know I wont be at the Crystal event. Keep me informed of whats going on. Thanks Lenore Hubbell.