Plan It Financial Group - Grandville (MI)

Sarah Pettenger We absolutely love working with Blumark! In our first few meetings, our Financial Advisers had us complete a financial portfolio and set financial goals for ourselves. They showed us that we could save more money each month then what we thought we could. Two years later, we had saved enough for a down payment on our dream home. Also, Blumark helped us with our estate planning. Its something we hope we never need but are so thankful to know that our loved ones will be taken care of, if something should happen. We loved working with Blumark so much, I referred my parents to them for help with their retirement planning.

Gerry Scott One of tellers, Kayla Phillips, at the main branch on Michigan Ave has completely changed the atmosphere there from what I would call stodgy to one of friendliness. This has made a significant difference in the interplay between customers and clients. She is always smiling and is very sharp. She keeps tabs on my account and will notify me with concerns or balance issue. She I believe has made a positive impact on the other tellers, Laurie and Terry. The branch manager Amy also is first class. I have been a member for many years and having gone through the recent loss of my wife Peggy Scott I cant express how refreshing it is to come to the Michigan Ave branch to be greeted by name when I walk in and view smiling happy faces. Kayla in 2 years has transformed your branch into a happy place with great professional service. Sincerly, Gerry Scott.

Carrie Higgins McKague Financial can help with retirement and income planning. They are wise and helpful for what works best for you not for them!

Paolo Ranoso This was my first time buying a home/getting a mortgage. While I thought it would be a daunting process, Gigi Olegario helped me out through each phase and made everything very easy and understandable for me. She was always available and quick to respond. She also helped me lock in a great interest rate! I know this because I double-checked with other companies to be sure, and this was the real deal. She has a warm and caring personality and made the whole mortgage process an enjoyable experience.

Shane Davis As a salon owner, I sometimes need extra funds for equipment upgrades and product stocking. The loan process was smooth and fast, with clear communication at every step. The funds arrived on time, allowing me to purchase new styling chairs and expand services for my clients. A truly five-star experience.

beth weber The staff at Blue Ox is wonderful. The manager and tellers are friendly. I have been especially impressed with DeLisa. Ive met with her in person and handled business over the phone. She is professional and helpful. She always calls back when I leave a voicemail message. I wish all businesses I work with had employees like her!

Steve Serkaian Brandon Carter and his Financial Strategies Group team provided my wife and I with clear investment advice and strategies that has helped make our retirement secure. Brandon listened to our concerns and desires, and designed an investment portfolio that was blended between growth and our tolerance for market fluctuations. More importantly, Brandon spent to time to get to know us and our family. Brandon’s approach provided us with a secure foundation upon which we built our dream home as we begin our retirement journey. Steve Serkaian