Peterson Financial Strategies - Grand Rapids (MI)

Thomas Ensign When we retired, we rolled over our 401-k to Sapientia Wealth Management. We also sold our condo & moved to the west side of the state. We wanted to have some liquidity. Beth provided an investment strategy that provided both. She follows up with us and we receive a monthly print out of how our investment is doing.

Deborah Petersen Sara in Muskegon is my go to in a pinch. Does things the right way and accommodates me.

Lisa Cooper Mike and the team at MCA are fantastic to work with. We have appreciated the personalized, proactive service and long-term perspective that they provide. The visibility of seeing everything in one spot, playing out various scenarios and understanding the uniqueness of our situation has been truly invaluable. Highly recommend their comprehensive wealth management services!

Alfred Brock I am glad this location is here. It is extremely convenient for me. Always plenty of parking and prompt service if I need to drop by.

David Atkinson I have had only positive experiences with this group!

Stephen Johnston Mike and his team are great. First and foremost, they will be honest and respectable with you or your loved ones. Secondly, they provide a great breadth of knowledge and expertise in their field. You will be in good hands with IWC.