Mariner - Grand Rapids (MI)

Lisa Cooper Mike and the team at MCA are fantastic to work with. We have appreciated the personalized, proactive service and long-term perspective that they provide. The visibility of seeing everything in one spot, playing out various scenarios and understanding the uniqueness of our situation has been truly invaluable. Highly recommend their comprehensive wealth management services!

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

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.

Troy T My first time visiting a physical branch in a long, long time. Ms. Josalyn C. at the Woodward Ave branch location made everything super easy and flawless! Huge thank you to her! The rest of the folks there were super friendly also!! My only complaint is the lack of a branch anywhere downriver / closer to me.

Barry W We have been investing with Plan 4 Financial for 13 years. Whether it was Dennis, Jeff, or more recently, Nikki and Dan, our experiences have always been positive with exceptional results. We were especially impressed with Nikki and Dan because of their knowledge and understanding of the business and their pragmatic approach to our personal needs. We have the utmost confidence in them both. We feel that the day we walked into Plan 4 Financial, the stars were certainly aligned in our favor.

Rosemary Wilson My experience with CFCU has been nothing but positive. I’ve refinanced with them and have taken two auto loans with them all with low interest rates. Everybody I’ve dealt with has been pleasant and helpful. Jered helped us with our latest auto loans and he was very knowledgeable and helpful. He was quick with the process.