Jacobs Financial Services LLC - Norton Shores (MI)

Shannon B I am planning for my teen’s college years and wanted to find a company who can provide advice and financial knowledge. Working with both Angelina and Paul has been a positive experience. Angelina’s quick responses to my questions, help with the FAFSA forms, and also breaking down the college financial page from each college has been a tremendous help. The meetings with Paul have been eye-opening and helpful and planning for the college future. I would definitely recommend Bridgewise to other families with questions about college finances.

Dean Rosencrantz Excellent service, always helpful, and very responsive to requests.

Jon Dymond Always accomadating and very friendly

Kyle Walker I have been very pleased with the planning provided by The Foundry Financial. Bryndon and his team take the time to educate us on the big picture of financial planning and actively listen to ensure the planning strategy fits our overall goals and objectives. They have great tools and resources so I can get an instant snapshot at one portal. In what seems to be a fast paced/confusing industry they cut through the noise to guide, prepare, protect and plan.

Gerry Scott One of tellers, Kayla Phillips, at the main branch on Michigan Ave has completely changed the atmosphere there from what I would call stodgy to one of friendliness. This has made a significant difference in the interplay between customers and clients. She is always smiling and is very sharp. She keeps tabs on my account and will notify me with concerns or balance issue. She I believe has made a positive impact on the other tellers, Laurie and Terry. The branch manager Amy also is first class. I have been a member for many years and having gone through the recent loss of my wife Peggy Scott I cant express how refreshing it is to come to the Michigan Ave branch to be greeted by name when I walk in and view smiling happy faces. Kayla in 2 years has transformed your branch into a happy place with great professional service. Sincerly, Gerry Scott.