Keywords: Financial james smilde branch manager ameriprise financial services llc mi

James Smilde - Branch Manager, Ameriprise Financial Services, LLC - Grand Rapids (MI)

Address: 🏡 333 Bridge St NW UNIT 205, Grand Rapids, MI 49504, USA
Website: https://www.ameripriseadvisors.com
Phone : +1 (616) 957-4438
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJo3LKZnStGYgRG3FqIc9uVBc
#Michigan

Provident Investment Management - Novi

Pamela shephard My husband and I have been with Provident Investment Management for over 15 years. I was lucky to have joined a national non-profit educational organization, BetterInvesting.org., in approximately 2001. This organization operated as the headquarters for Investment Clubs throughout the United States and were an extraordinary resource/sponsor/educator for investment club members like myself that were determined to demystify and learn how to prudently and wisely invest our money. Each club met on a regular basis and established a club portfolio. It was through my membership in BetterInvesting.org. that I learned of Provident Investment Management (although then operating under a different name). One of the legendary founders of BetterInvesting.org had later gone on to establish Provident Investment Management. Based on research and all I had learned from active membership in Better Investment clubs, conferences, study and recommendations, after retirement, my husband and I decided to turn our investments and money over (for us a monumental decision) to Provident Investment Management. We did so because we decided their investment history and longitudinal RESULTS, their philosophy for investment, their deep-dive research, their personal attention to their clients portfolios, their stellar integrity and qualifications, and the small fee they charged for managing our investments, far exceeded any other companys resume and interviews we had undertaken. This financial decision has proven to be the best decision we have made over our lifetimes. Their investment results have far exceeded our expectations and any we could have made for ourselves. Their stock investments have resulted in a long, safe, satisfying and quality retirement. I would recommend this company to anyone that is interested in seeing their investments grow and prosper. The company is simply extraordinary.
5 /5

Principal Financial Group - Kalamazoo

Gregg Yeomans We met with Matt Clauser to review and consolidate our policies now that my wife and I are retired. Matt was very knowledgeable of the particulars of our policies and a pleasure to meet with. His follow-up was prompt and answered all of our outstanding questions.
5 /5

Credit Union ONE - Southgate

Chris Murphy Ive banked with them for a while and the staff has always been very helpful and doing loans is very simple with them as well! I highly recommend their banking services!
5 /5

CheckSmart - Taylor

Tayanna Butler Alyssa was very helpful! She provided amazing customer service and helped me to the best of her abilities thank you so much!!!! Great vibes in here as well no bad attitudes at all!
5 /5

DFCU Financial - Novi

Marilyn Wootton Stopped at this DFCU location to pick up my DFCU calendar for 2025. The staff was pleasant and helpful. Ive been with DFCU since 1978 and have no plans to change my banking.
5 /5

Stifel - Rochester

Virginia Lauder Very goid and professional. My CFP takes the time to get to know you, what your financial goals are, how you are progressing towards goals, and go as recommendations to achieve these.
5 /5