Nicholas L Boyd: Primerica - Financial Services - Kalamazoo (MI)

NinjutsuDensho Foresters guy arrives to my house unannounced multiple times, no email, no txt, no phone call, no mail, nothing. Tries to enter my house and I had to physically block his way. Man I do not know you, and I am definitely not letting you in my house. Inquires about my families personal medical information multiple times, I told him I am not telling him that information, inquires about my personal information etc., Wouldnt leave the property promptly when asked and stood talking in the driveway blocking one of our guests from pulling in the driveway. Hes lucky he wasnt hit by the vehicle. He continually brought up his religion, showed off his religious book, even when I made it clear I am from another religion, he then proceeds to tell lecture me on what my religion believes, then smugly claim brags about how he and his buddies supposedly apostated one of our guys. Guy totally misread the seriousness of the situation he was unnecessarily creating. Foresters people need to understand the demographics of Dearborn and surrounding areas if your going to service the area.

Stephen Hufnagel Beth is a great advisor. She was recommended through a family friend and has always given solid advice.

Jeff Selleck As a business that has worked closely with Great Lakes Wealth Planning, weve been consistently impressed by their dedication to their clients financial well-being and their comprehensive approach to wealth management. Their team of advisors is highly knowledgeable and experienced, providing personalized guidance tailored to each individuals unique circumstances and goals. Weve witnessed firsthand their commitment to building long-term relationships, taking the time to understand client needs and offering proactive solutions. Beyond their expertise, Great Lakes Wealth Planning operates with integrity and transparency, fostering trust and confidence. Theyre excellent communicators, keeping clients informed and empowered throughout the planning process. Their collaborative spirit and attention to detail make them a true partner in financial success. We highly recommend Great Lakes Wealth Planning to anyone seeking sound financial advice and a trusted advisor to help them navigate their financial future. Theyre a valuable asset to the community and a business were proud to work alongside.

Terry Bailey I went over my limit for the 2024 and just wanted to take the extra money and open a new account so that I wouldnt penalized by the IRS witch Im aloud to do. But trying to get someone to help you is like pulling teeth. They keep transferring you from one person to the next until you get fed up enough to hang up. THE WORST CUSTOMER SERVICE IVE EVER HAD TO DEAL WITH!!!!

Bob Suminski We need a couple of items regarding our IRAs addressed and need to speak to a consultant, Jacqueline Tran. We called her directly and left a VM, emailed her directly, called the branch number and no one answered and left a message and sent a message from the branch messenger on the web site and no one will respond. Has the Troy branch closed down? It is irresponsible and disrespectful to your customers to ignore them. We have had four different consultants in the past two years because consultants dont stick around which should have been a clue for us to move on. We are seriously considering moving our funds elsewhere where well get more respect after years of loyalty to Schwab.

Ro Dann I wouldn’t be with Amy if I wasn’t completely satisfied with her and her team! I’ve only been here less than a year but initial impressions are very positive. Thank you Amy and team