Jacobs Financial Services LLC - Kalamazoo (MI)

Rick Hoekstra I am a small business owner and use Geoff to manage my retirement funds. I appreciate his honesty and openness, and achieving above average returns. His personal touch by keeping me informed of market changes and his outlook for the future are key points that I value. He does a great job for me. I feel you will be pleased too.

Chicquita Edwards The service in trouble !!! But it is Comerica Banks system !!! Some of the people are old and slow, but even if you have a checking account and you at the drive thur, you have to wait 20 to 25 minutes because they have to get a manager to approve the check and I was told one or twice they could not cash my check because I did not have enough money in my account and I was depositing money in my account and no one was there to Authorize the transaction. This Bank is trouble and I am going to change Banks as so as my account expired with my job.

Tom Rettenmaier Prior to retirement we visited 3 different “retirement specialists”. The first was Dennis Joppe who many people at my work enjoyed and did a great job managing their monies. The second a mid 30’s investor and the third was a social security specialist. The second guy was very likeable until he started slamming Dennis Joppe, which is a “turn off” for us if you have to slam your competition. I had to finally tell Justin to never contact us again to stop him from calling or emailing us. The third investor specializes in maximizing your social security which basically means not drawing until age 70. She was excellent, but both my wife and I were not in favor of delaying our social security. We saw Dennis Joppe for 1-1/2 years before we retired and I had given Dennis a portion of my Roth monies to invest. Dennis and my wife hit it off and suggested taking a portion of her 401k monies and investing those in a Prudential index annuity which would bring in a guaranteed amount of money very month. In the 2 years since retiring, we couldn’t be happier with Dennis or his Assistant Vicki. Wonderful people!

Vikki P Shaw “Savant Wealth Management is a wonderful addition to our community. Their team is professional, knowledgeable, and truly committed to putting clients first. It’s refreshing to see a firm that values transparency, integrity, and building long-term relationships. A great resource for individuals, families, and businesses looking for trusted financial guidance!”

Jennifer B. Have had them for about 1.5 yrs, no problems. They used to have a website where I could watch my account and balance, but was told they dont have any website anymore! =(

Paolo Ranoso This was my first time buying a home/getting a mortgage. While I thought it would be a daunting process, Gigi Olegario helped me out through each phase and made everything very easy and understandable for me. She was always available and quick to respond. She also helped me lock in a great interest rate! I know this because I double-checked with other companies to be sure, and this was the real deal. She has a warm and caring personality and made the whole mortgage process an enjoyable experience.

Ben Harris Dominick Zack went from owning his firm to this new firm. Zack is horrible and has zero brains when it comes to the IRS!!! STAY AWAY you all been WARN!!!!