Paul Seals - Financial Advisor, Ameriprise Financial Services, LLC - Portage (MI)

Karen Cardwell Andy and his team have done a great job the past 15+ years with the funds I have transferred over my 401K after leaving several area admin jobs. With their help I am in a great financial position with my retirement funds to retire in the next 10 years! I have and would suggest Andy and Sam to ANYONE looking for a truly talented team to help with their retirement planning.Their honesty and integrity have help put me in a position that I never believed I would be in at this stage in my life.

Nadir Mammeri Luke Baran no words can describes all what you did for me, i can’t thank you enough, you went above and beyond to help me through the process even when it wasn’t related directly to his job he did everything and took all the time to help me, very friendly and very professional, luke thank you very much you helped to realize my dream

J Sorrell My experience with this company has been nothing less than stellar. As a client for a couple of years now, l have gotten an A+ experience across the board. I have benefitted from their professional tax preparation services, top-tier customer service, and a high level of knowledge and expertise from the advisors. Five out of five stars from me!

Jason Rodriguez I loved that they offer 24 7 cash advance online because my emergency happened late at night. Chaya was quick to respond even off hours, and I got the money within a few hours. A small suggestion: adding live chat support would make it even better.

Quinn Titus Melissa was informative and very nice definitely will be back if I need to