Lakeview Financial Consultants - Rochester (MI)

adrienne knack Aleia MacDonald and the Advanced Wealth Strategies team are absolutely amazing. They are honest, hard-working, diligent...the list goes on. Advanced Wealth Strategies repeatedly shows how much they care about their clients - from follow-up emails to client appreciation events. Aleia treats every client with respect, patience, and kindness. I never hesitate to refer clients, family, and friends to this amazing team.

Deborah Mcgann It was an amazing experience working with Andrew Neller. He was extremely helpful and knowledgeable. He set us on a plan to help our company now and in the future. Rapid is the perfect name for this company. They are fast, friendly, knowledgeable and efficient. Thank you to Olivia who is our advisor for all future needs. She is great! Thank you so much!!

Bob Anderson Dennis has been my financial advisor for going on two decades. He has helped me secure my future by providing solid advice and guidance during both up and down times. Dennis and his team not only facilitate my financial management, but they give me the knowledge and tools to make my own educated decisions. As my abilities and needs have evolved, so have the FCM services. Everyone is always responsive, helpful, and professional. I look forward to continuing our working relationship into retirement.

Joey Vanator Great people, easy to work with, and definitely looking out for my best interest. Switched to MDJ a couple years ago and now Id recommend them to anyone.

Rachel Sammons Needed some renters insurance for my daughter she was moving out of town. I worked with Kim Kalahar at My Member Insurance in Midland not only did she get us what we needed for her new rental but she did all the work for us I told her what we were looking for and Kim took care of it all within the day. I really appreciate all the help Kim gave us when we really needed it fast and efficient.

Rebecca Esquivel Working with Valaise at Tried and True has been an entirely positive experience. She is responsive, organized, and helpful as well as warm, friendly, and caring. The combination of live meetings and streamlined tax organizer for submitting documents, asking questions, and sharing information is ideal. Based on my experience, Id highly recommend these services to others.

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!