Merrill Lynch Wealth Management - Muskegon (MI)

Ahren Savickas Oakland County FC Community Partner baby. Love this bank!

William Boyd Before working with Jordan at True Wealth, I really struggled with knowing if my money will last. After working with him and his sophisticated tools and guidance, I feel confident in my current and future spending rates. Jordan also helped me determine my estimated quarterly tax payments with much greater accuracy and all at a significant cost savings to me.

Malkia Newman I went to Flagstar Bank because I recognize the great investments that your corporation has made into the people of Pontiac. I was pleasantly surprised at the warm greeting I got on a Saturday morning from the staff. I needed to open 2 accounts, a personal one and one for my late fathers estate of which I am the administrator. Ms. Shemeka Randolph took care of all of my issues quickly and professionally. She explained the process and she even checked my credit score and offered to connect me with the mortgage representative who could give me advice on what to do to improve my score and meet my financial goals for the future. I would recommend your bank to anyone I know is looking for a financial institution who cares about people and works for them.

Roni Mikhael I was around 11:50 My first time there for the withdrawal awesome girl more than wonderful customer service

Tracy Nafe You wont find a more capable adviser than Phil Mitchell. He is personable, candid and supremely insightful. It was obvious when we sat down with him that he takes his job very seriously but has a welcoming demeanor and put us at ease right away. He offered us practical advice about a wise plan of action with the best outcome for our needs.

stacey namel Kirk Ritchie is the best! If you need financial/retirement guidance and/or investments done, hes the man! Professional, kind, and positively exceptional in financial planning and investing.

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.