Jeffrey L Davis & Associates - Kalamazoo (MI)

Laura Eggen Money Karmas wealth coaching program was transformational. Over the 6-months, I witnessed so much personal growth in myself thanks to the support and structure that Rebecca provides. Rebecca is intuitive, insightful, and offers the financial knowledge and guidance to help you get clear about your money goals and take action toward them.

Cali Cal Great experience. Very professional agent that assisted me.

Megan Harris Gary and his team always take good care of our family and my business! We’ve used him for many years and will continue to do so! He’s the best!

beth weber The staff at Blue Ox is wonderful. The manager and tellers are friendly. I have been especially impressed with DeLisa. Ive met with her in person and handled business over the phone. She is professional and helpful. She always calls back when I leave a voicemail message. I wish all businesses I work with had employees like her!

Fluid Water (Fluid The Poet) I spoke with a Karen Martin who provided terrible customer service. $1,200 for testing is ridiculous BTW.

Emily Heeren Simms My husband and I have worked with Ben for many years. He and his team are always very professional. Ben has been able to assist us in planning for our future by giving advice on how to diversify our assets. He always takes the time to answer any questions we may have about the market and if he does not have an answer readily available gets back to us with an answer in a timely manner. We have referred family and friends to Ben and would recommend him to anyone looking for assistance with financial planning.

Sandra Gutenkunst If you are looking for individualized, personalized, and customized service in the areas of retirement planning and preservation (including advanced tax planning), Asset Preservation Tax and Retirement Services delivers exactly this. Above all else, this is a company owned and managed by a financial advisor who puts his clients interests above his own gains. I have made multiple mistakes falling for falsely declared fiduciary sales pitches over the past several years. Fortunately, after attending a highly informative retirement seminar in Sterling Heights, MI, I was able to connect with the "team" and after a few meetings, I decided on the financial advisor best suited to guide me forward. I trust Justin Carlson and his team without reservation; the fact that my daughter and son-in-law who are positioned in D.C. became his clients as a result of my personal recommendation speaks volumes to the trust and faith I put in this fine individual and his team of financial advisors.