Plan It Financial Group - Grandville (MI)

Fred Grant Jen Bessen has been very easy to work with. Always offering suggestions. Has been an asset to my core group of advisers that I rely on. Team Player.

Diezel Kuchar Great people to work with. I have over 3 accounts here and they take care of everything for me from my employees retirement to my banking and insurance.

Dorothy Najat Zaya is professional, prompt and friendly. She went over everything concerning my loan with me in great detail. Nothing was hidden. Najat made my loan process easy and short. Thank you Najat and CFCU.

Tim Hoffman Have met with Peak Wealth Mgmt. three times now as part of their fixed price financial planning process. Thus far my experience has been great. The Peak Team is attentive to my needs, well-prepared for our meetings, courteous and have made solid recommendations. They have provided clarity and strong advice on our financial plan and I look forward to our future meetings with them.