Jacobs Financial Services LLC - Kalamazoo (MI)

Terri Anders I called to get some information about my parents life insurance policy but I couldnt get threw and No call back either

Gary R Great people there. Thank you all for the fundraisers to help our Grandaughter Cora. A special thanks to our niece Christine Sieracki and her coworkers.

Nan Fichtenbaum Jeremy (havent met Jim) is a fiduciary planner whom you feel you can trust from your first meeting. He is confident in his ability to meet your goals. He is a focused listener who asks insightful questions as he builds relationships within a very comfortable and fun environment.

None None Dont feel trustworthy when it comes to them lost in stocks with 5hem. Bad adviser

Dan Kaczanowski I’ve shopped many financial advisors in Grand Rapids. Zhang is no nonsense, straightforward, and no hidden fees. They take the time to explain, treat you like a unique person with your own level of risk tolerance and needs, and keep you informed. This is the way all financial advisors should operate.

Cari Olekszyk Pete has been tremendous helping us confidently prepare for our retirement. His knowledge and advice are so valuable especially navigating through uncertainty. We couldn’t be more satisfied with our Modern Wealth Management experience.