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JVL Wealth Strategies - Wyoming (MI)

Address: 🏡 1657 Gezon Pkwy SW Suite C, Wyoming, MI 49519, USA
Website: https://jvlwealth.com
Phone : +1 (616) 261-2800
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJAStznmuxGYgRGiTaY4S1-GA
#Michigan

Braeburn Wealth Management, LLC - Muskegon

John Mumy We have had a relationship with Braeburn Wealth Management shortly after Mike Poland started his business. Prior to that, we have used Mikes expertise to manage and grow our portfolio for approximately three decades at most of his previous employers. Our experience with Mike and Braeburn has been very rewarding. Its very comforting have an investment advisor that has such a keen eye for detail and knowledge so that your portfolio is essentially on autopilot. In addition, if I decide to take a flyer, I can rely on MIke and his team to steer me in the right direction.
5 /5

Accelerated Advisors - Southfield

Jad Zein I’m Glad I chose Accelerated Advisors. The whole team was super helpful in getting me qualified for the Employee Retention Credit.
5 /5
rich sommerssommers financial mi

Rich Sommers-Sommers Financial - Southfield

Alaina Zhang I had a great experience working with Rich on securing my disability insurance. He was knowledgeable, responsive, and had my best interests in mind. He took the time to explain every detail clearly, answered all my (many!) questions with patience, and helped me feel confident with choosing the right policy that covered all my needs. I highly recommend Rich to any medical professional looking for trustworthy disability insurance guidance!
5 /5

Financial Plus Credit Union - Flint

Sonya Kirkland Morgan is amazing! She helped us with all of our needs. We are an older couple, that really are not use to dealing with banks or credit unions. She was so patient with us and our lack of knowledge. She makes you feel like you are the most important person in the building. You can just tell that she loves her job, and loves working with the public. Thank you Morgan!
5 /5