Jason Reed - Financial Advisor, Ameriprise Financial Services, LLC - Kalamazoo (MI)

Sherry Godlewski Working with Adam and his team has been a great experience. They have done a thorough job in reviewing our financial status and explaining our growth opportunities. We would highly recommend them for your financial investment needs.

Chad Heeter I have worked with Mark Drake for the past year or so and I couldnt be happier. Mark is a great guy that took time to explain everything investment related to me in a really helpful way. If you are seeking a financial advisor to make your money work for you, give them a call, they have been awesome to work with.

Sue Robbins Working with The Center is an absolute pleasure. Not only have they helped to grow my investment portfolio, their consultation on taxes, health insurance and retirement income has been wonderful. Each team member demonstrates top notch client service and is always responsive and helpful. You will be in good hands working with The Center team!

Joel Duncan Under new ownership and causing many issues. Short version of the story: All FY21 tax documents were submitted by the firms required deadline - well over a month before the tax due date. The firm routinely over sold their abilities to handle the workload. The day before the tax due date they finally submitted an extension - after me requesting multiple times. After the delay / extension / poor customer experience - I drove 30 miles north to collect my documents. Two months later the IRS sends me a $1,300 bill for improperly filed tax extensions - they simply put zero on all amounts owed - so interest + penalty had to be paid - After contacting the firm about this bill, they refused to pay (because I took my business elsewhere) - I have in writing from the owner not to worry about any fees prior as the extensions were being filed (this was very well documented due to my concerns) - the IRS has waived the fee after reviewing this saga I am never one to bash a company for a single bad experience. This was a catastrophe of epic proportions. They are so unorganized. As of writing this - their google address is still not updated (~3 months after moving). I would highly encourage anyone considering this company to perform proper due diligence first.

Tamika Collier Called customer service to check if I could cash a certain check there and the rep was beyond rude and condescending. Its really sad. Do better!