National Financial Services - Grand Rapids (MI)

Brianna Barnett Natasha and AnnaLiese are absolutely wonderful to work with! We live out of town and they make everything effortless.

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!

Wendy James Dan is a fantastic adviser. I have a couple of managed accounts with Dan and they perform very well. He asks a lot of great questions and I really feel like he listened and heard what I wanted out of my investments. Ive sent a few friends his way, one of which wanted to invest ethically, and Dan has been taking great care of her. Regardless of your investment style, I believe Dan will meet you where you are. Whether you have a few hundred bucks and youre just getting started or if youre well vested, Dan is your guy! Dawn Ferris who works in the office is also a complete pleasure to work with. Great organization there. I highly recommend!!

Julie Cooper The women who work here are phenomenal. I recently opened up a business checking account here and shortly after ran into a few road bumps along the way with the IRS and merchant services which led to much confusion and overwhelm on my part. Bonnie, Lisa, and Kathy were extremely helpful, kind, and patient with me- helping me understand the process and how to correct the issue. It’s rare to find people in the customer service industry who genuinely care about others in this way. I feel grateful that I came here for my banking services. 10/10 recommend them.

Marina B. Nonpareil Financial has done an amazing job helping my fiance and I start our lives off financially. He helped us save money on life insurance, and created an investment plan to help us retire, before we are 55! They were quick and very helpful with everything!