Michigan Tax and Financial - Grand Rapids (MI)

Winnia Ingram Thank you for a wonderful event. The extra things you do are so nice. We are fortunate to be part of the Dodson Family. Peter and his staff are amazing and so easy to work with. They are very accommodating and have helped us understand what we need to do heading into retirement. Thank you for taking great care of our Financial Planning needs.

Tom Rettenmaier Prior to retirement we visited 3 different “retirement specialists”. The first was Dennis Joppe who many people at my work enjoyed and did a great job managing their monies. The second a mid 30’s investor and the third was a social security specialist. The second guy was very likeable until he started slamming Dennis Joppe, which is a “turn off” for us if you have to slam your competition. I had to finally tell Justin to never contact us again to stop him from calling or emailing us. The third investor specializes in maximizing your social security which basically means not drawing until age 70. She was excellent, but both my wife and I were not in favor of delaying our social security. We saw Dennis Joppe for 1-1/2 years before we retired and I had given Dennis a portion of my Roth monies to invest. Dennis and my wife hit it off and suggested taking a portion of her 401k monies and investing those in a Prudential index annuity which would bring in a guaranteed amount of money very month. In the 2 years since retiring, we couldn’t be happier with Dennis or his Assistant Vicki. Wonderful people!

LebaneseArabGirl I love this credit union. Every problem that Ive had regarding things on my account from issues that I usually caused, they always help me fix the problem. Today I dealt with Melanie when I had to stop a corrupt company from continuing to take unauthorized withdrawals from my account. She has ALWAYS been so nice, helpful, professional and knowledgeable. She far exceeded my expectations on how to handle these unauthorized withdrawals. I went in very frustrated from dealing with this company and left very happy after she helped me with everything and i didnt have to do as much to stop them from doing this as i thought. She was beyond helpful and I really appreciated all her help. I would highly recommend this credit union. Take care.