Jeffrey Richard Cox - UBS Financial Services Inc. - Muskegon (MI)

Callie Marie Excellent customer service. They helped us when we got behind after our auto accident.

Paladin Cards Ken is a great advisor! He helps me and my plan for our futures, while allowing us to provide for our presents!

Samantha Gillespie Selected Advising is hands down the best accounting firm Ive ever worked with! Ive been a client for 20 years now, and I wouldnt dream of going anywhere else. They handle all my financials with the utmost care and expertise. I completely trust them, and theyve consistently provided excellent service and advice over the years. Highly recommend!

jylnelle fearson I had an amazing experience from start to finish! From the moment I walked in, the staff was incredibly welcoming and attentive. They took the time to understand exactly what I needed and went above and beyond to make sure I was happy with the service. What really stood out to me was how personalized everything felt — I wasn’t just another customer, they truly cared about making my experience a great one. I left feeling completely satisfied and appreciated. Highly recommend to anyone looking for top-notch service with a personal touch!

Elizabeth Wetters Will go above and beyond to help a client.

Brian Sneed Amazing experience working with the portage office! Sharon and her team go above and beyond to make sure all their customers are well taken care of. If you are looking for any financial planning, or life insurance don’t hesitate to give them an opportunity to serve you!

Lise Mike Anderson and his staff simply could not be more attentive and caring. I feel so blessed being taken care of by them and the Stifel group