Lifeworks Advisors LLC - Grand Rapids (MI)

Joseph Lanz I met Dan Haines after interviewing several advisors, including some big name providers, when I was contemplating retirement over three years ago. Dan’s review, analysis and guidance convinced me the time was right and that I could enjoy a comfortable retirement. Since retiring Dan’s ongoing support has been invaluable. Dan’s recommendations to secure my assets during recent market turbulence proved to be exactly the right choices. A recent meeting with Dan and Doug Voisard specifically addressed my concerns about meeting increased medical costs as I age. Dan and Doug provided a thoughtful and fact-based analysis which reassured both me, and my children, that I’m well prepared for that future. I trust Dan implicitly.

Heather Ouro Ian and Melissa are fantastic financial advisors. They listen to exactly what our financial goals are and help us develop a realistic plan to reach those goals. They offer options and actionable plans to help us obtain our short, mid, and long term goals. They’re willing to walk with you through every step of your plan and keep you accountable. We couldn’t recommend the team at Thrivent financial enough! We feel super comfortable working with the Thrivent team!

Mohammed Keyona was awesome. She helped me with my refinance process. Had outstanding customer service and communication. Highly recommended

Eduardo F. Braley Working with H W Kaufman Financial Group has been a game-changer for me. Their team is exceptional and truly cares about their clients needs. They took the time to understand my unique circumstances and found a policy that met my specific coverage requirements. I was impressed with their attention to detail and their commitment to ensuring that I was fully informed throughout the entire process. What I appreciated most was their exceptional customer service - they were always available to answer my questions and concerns and went above and beyond to make sure that I was happy with my coverage. I would highly recommend to anyone in need of insurance services!!!

Moaad Alsalahi I went to the bank, and the employee Shikha was super nice. She helped me open a new account with ease. She’s always helpful and happy to assist whenever you ask her. They’re all so kind and friendly, making you feel like you’re not a stranger.

Sharon Weathers They were fast friendly and professional. Was glad to work with them in my time of needing help.

Dj Smith My husband and I bought a 2006 Ford Explorer back in December from here. The staff was friendly and helpful with anything we needed. They went as far as staying later to help get us our truck. I would recommend them to others and would consider getting my next car from them as well!

Kyle Walker I have been very pleased with the planning provided by The Foundry Financial. Bryndon and his team take the time to educate us on the big picture of financial planning and actively listen to ensure the planning strategy fits our overall goals and objectives. They have great tools and resources so I can get an instant snapshot at one portal. In what seems to be a fast paced/confusing industry they cut through the noise to guide, prepare, protect and plan.