Michigan Coastal Credit Union - Muskegon (MI)

Randy Carlier Ive been working with R.J. Koss and Joe Saverino for about five years now. Not only have they managed my 401(k) portfolio extremely well, but also several of my clients. They all tell me how great these guys are, a sentiment that I can only reiterate. I highly recommend R.J. and Joe!!!

Scott My wife and I have been going to Denny for around 15 years and have never had any issues. Always receive the most amount back on our return and pay a fair price to have him prepare them.

Kathy Hill Paul was very cordial and up front about my items. Gave me a fair price and I left there with car repair money. If you need something, he probably has it at a competitive price.

Bill Funk Knowledgeable, friendy, discreet

Chris Hawkins Grateful for 8 Years of Guidance: Weve been with Kennedy Financial since 2017, and looking back, were genuinely grateful for the role theyve played in our financial journey. It wasnt just about investment returns - it was the peace of mind, the thoughtful advice, and the way they always made us feel cared for and never rushed. Steven in particular has been a steady voice throughout every question we had - and we had plenty! The trust we built with him and the team over the years gave us the confidence to eventually step into managing things on our own. That wasnt an easy decision - and honestly, thats a credit to how much we valued the relationship. We highly recommend Kennedy Financial to others and wont hesitate to return if we ever need someone in our corner again. Great people, solid guidance, and a team well always speak highly of. - Chris & Janan Hawkins