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

Pamela shephard My husband and I have been with Provident Investment Management for over 15 years. I was lucky to have joined a national non-profit educational organization, BetterInvesting.org., in approximately 2001. This organization operated as the headquarters for Investment Clubs throughout the United States and were an extraordinary resource/sponsor/educator for investment club members like myself that were determined to demystify and learn how to prudently and wisely invest our money. Each club met on a regular basis and established a club portfolio. It was through my membership in BetterInvesting.org. that I learned of Provident Investment Management (although then operating under a different name). One of the legendary founders of BetterInvesting.org had later gone on to establish Provident Investment Management. Based on research and all I had learned from active membership in Better Investment clubs, conferences, study and recommendations, after retirement, my husband and I decided to turn our investments and money over (for us a monumental decision) to Provident Investment Management. We did so because we decided their investment history and longitudinal RESULTS, their philosophy for investment, their deep-dive research, their personal attention to their clients portfolios, their stellar integrity and qualifications, and the small fee they charged for managing our investments, far exceeded any other companys resume and interviews we had undertaken. This financial decision has proven to be the best decision we have made over our lifetimes. Their investment results have far exceeded our expectations and any we could have made for ourselves. Their stock investments have resulted in a long, safe, satisfying and quality retirement. I would recommend this company to anyone that is interested in seeing their investments grow and prosper. The company is simply extraordinary.

Anthony V. Tuppins II Ive been coming here for almost 7 years and they have never failed to have excellent tellers and wonderful problem solving skills, a great reflection of what a bank should be.

Glenn Lovelady A pleasure to deal with both Tad and Rita. Honest and genuine people that I would highly recommend after many, many transactions.

Grean Jelli Bean I have tried to make contact with UBS at least four times. I stopped by this UBS location on the last-ditch chance that the previous attempts were flukes in unresponsiveness (used UBSs online contact form and tried several other different local offices, to no avail), gave the receptionist my contact info who said someone would reach out, and its been two full business days with zippo, nil, zero contact. Its shocking that UBS does not respond to prospects or inquiries; what type of business of this nature does this? Is this a case of prejudging individuals? If this is how they ignore existing customers trying to access their finances, those customers have my sympathies.

Mark Labarge Very friendly staff

Lauren Ranalli Lindsay is an incredible speaker and financial therapist. Ive taken some of her webinars and heard her present a number of times. Shes so engaging and insightful! I also love her book, "The Finacial Anxiety Solution". Definitely a great resource.