Merrill Lynch Wealth Management - Grand Rapids (MI)

Dave Jones Always informative and professional.

Ahzje Thomas Working with Robert made filing taxes a breeze for me and my fiancé. He was very prompt and everything went through without any issues. His communication was perfect and he answered every question that we had! Thank you for the excellent customer service!

Peach Matthew The level of expertise at Arbor Trust is few and far between. They have a small but mighty team of caring people. If youre looking for a good financial partner, be sure to check them out

Lisa Matthews I previously worked with Marcel Dobine and he did an outstanding job. I decided to refer Marcel to my family members William and Gina Reinfeldt. They were so happy about his professionalism and his knowledge of the Mortgage industry. He helped them quickly and efficiently and I am forever grateful to him for all of his help.

Charlie Weve been with Flynn Wealth Partners for 15 years now. We love that they treat us like their best clients! Weve gotten great advice, and they helped us know that we dont need to panic when the news would suggest otherwise. If we need urgent help with a life-changing decision, they have squeezed us into the next days schedule. Theyre always available if we need some advice or insight on a subject. Everyone is friendly and treats us like friends, not just clients. We never could have planned our financial future alone as good as weve had with their help. We would highly recommend them to anyone. When should you start? Last year. But dont wait for "the optimum" time, or when you have lots of money. Start today, build a plan, and let them execute it for you.

Kathleen I am so happy I thought to share my experience. Having James Uh as my financial advisor has made me much more confident about my financial future. I had been a poor planner and I had so much anxiety thinking about it. James was very knowledgeable, kind and professional and put me at ease. I appreciated how patient he was when I had multiple questions. His assistant, Vanessa, is always helpful to me when I call with any questions. Great resource for financial planning!

Larry Paulson Have been through a few financial advisors over the years and a decade and a half ago we found David. Always responsive to our needs and will explain "why" whenever you may ask. Makes personal visits if required and sometimes just to check in. We appreciate all David does and we recommend his excellent services with confidence.