Midwest Capital Advisors - Grand Rapids (MI)

Alana Jarl I am feeling very secure with C2 Private Wealth. After attending the retirement education course and having a few meetings with Jake, I felt very confident with the education I received and the plan of action for retirement. I highly recommend taking C2 educational class if you are thinking about retiring in the near/far future. It is very informative.

Richard Wolschlager My experience with Mueller Retirement Planning has been first rate. The initial meeting really focus on identifying my goals and how can we get there. I was provided with a wide range of investment options. Thank you, for drowning out the noise and setting me up with a well rounded portfolio.

Don Vandamme I wanted to open a new account to take advantage of a current CD special. I went to the St. Clair Shores Branch on Little Mack. I made an appointment for a Saturday. The Branch was busy which is to be expected on a Saturday. My wife and I were helped by Lisa. She was very professional, and she apologized for our wait time. She took her time with us and explained many things the credit union has to offer. Overall a very good experience, I am happy I made the choice to open an account.

Danielle Ortega Its so refreshing to work with someone who understands my needs and is willing to help answer all of my questions when it comes to retirement planning. Jenna is always so knowledgeable and helps me think through what options are best for me. I also love the fact RPI is women owned! Highly recommend!

Laura Eggen Money Karmas wealth coaching program was transformational. Over the 6-months, I witnessed so much personal growth in myself thanks to the support and structure that Rebecca provides. Rebecca is intuitive, insightful, and offers the financial knowledge and guidance to help you get clear about your money goals and take action toward them.

Shane Davis As a salon owner, I sometimes need extra funds for equipment upgrades and product stocking. The loan process was smooth and fast, with clear communication at every step. The funds arrived on time, allowing me to purchase new styling chairs and expand services for my clients. A truly five-star experience.