Paul D Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC - Kalamazoo (MI)

Corinne Ms Papas has been absolutely wonderful helping me get all the things I need for my Mother in Law making sure all of her medical needs are met and covered. Thank you Ms. Rebecca

Abby Hahn I’m having a hard time paying off my current balance right now, but I spoke to someone on the phone (I think it was Blake) and they told me not to stress about it too much as long as I get caught up before the semester is over. I really wish they would make that more clear on their website. Some of the criteria they list sound like fear tactics to scare people of the possibility of getting kicked out. I’ve usually been pretty on top of paying my balance on time since signing up for a payment plan and hope I can scrape together the funds for the one I missed soon.

Matt Wheeler It was an Absolute fantastic experience dealing with this branch. I’m new to lending and dealing with car loans but that was no issue here at all. Julie is the most helpful, professional, and understanding banker I’ve ever had the pleasure of dealing with. She walked me through the loan process step by step and helped me navigate through the seemingly difficult world of credit and banking. If I could rate this review 6 stars I would! And I would highly recommend her and the other wonderful staff here at CFCU Wixom to everyone.

Ernest Daniels I run a bakery and café in a college town, and I wanted to offer a wider menu and renovate our seating area before the school year started. Cash flow was tight during the summer, so I turned to an MCA. It gave us the funding we needed without jumping through the hoops of traditional banks. We used it for new kitchen equipment and minor upgrades. When students came back, sales jumped 30%. Repaying the advance through credit card sales felt effortless it aligned with our busy and slow days.!!

Jean Edson Charles Its been a few months since I went to the bank, I never had the chance to comment, I liked the service they gave me, they really helped me, especially Akkari, shes very knowledgeable she has a lot of patience and is really understandable I advise everyone to go there, you will get good services

Barry W We have been investing with Plan 4 Financial for 13 years. Whether it was Dennis, Jeff, or more recently, Nikki and Dan, our experiences have always been positive with exceptional results. We were especially impressed with Nikki and Dan because of their knowledge and understanding of the business and their pragmatic approach to our personal needs. We have the utmost confidence in them both. We feel that the day we walked into Plan 4 Financial, the stars were certainly aligned in our favor.

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.