Jacobs Financial Services LLC - Lansing (MI)

J Sorrell My experience with this company has been nothing less than stellar. As a client for a couple of years now, l have gotten an A+ experience across the board. I have benefitted from their professional tax preparation services, top-tier customer service, and a high level of knowledge and expertise from the advisors. Five out of five stars from me!

Debra I recently purchased a home. My representative Br. Talha was clear and concise with his instructions, and walked me through each step. He advised upfront on the requirements, what to expect and pushed for closing on our desired date. The customer service if the institution was excellent!!

Bill Lynn Diane is consistently spot on!! Thank you

Joanne Hessen If youre looking for a financial partner who will put your interests first, look to Foguth Financial. I highly recommend them to anyone seeking expert financial guidance and personalized service. They take the time to understand your situation, goals and risk tolerance. Very happy we decided to move to Foguth Financual.

Rebecca Esquivel Working with Valaise at Tried and True has been an entirely positive experience. She is responsive, organized, and helpful as well as warm, friendly, and caring. The combination of live meetings and streamlined tax organizer for submitting documents, asking questions, and sharing information is ideal. Based on my experience, Id highly recommend these services to others.

Lisa Trombley Love the personalized attention. Finally feel like we understand our plan!

John Henighan We use CG Financial to manage our 401k Plan & have been very satisfied with the work – both in the performance of our investment portfolio & rigor of their financial analysis. And, just as importantly, they’ve been EZ for our management team and employees to work with. Often, employees are intimidated by financial jargon or the seeming endless choices for financial investment. CG Financial puts everything in clear, layman’s terms, and then has a hands-on approach to helping plan participants. Whether it’s meeting employees individually to sign them up for the 401k or change their investments, presenting at LorAnn Quarterly meetings, or facilitating engagement or problem resolution with our plan sponsor or 3rd Party administrator, CG Financial has done a fantastic job, and I recommend them highly.