Privatus Advisors of Raymond James - Muskegon (MI)

Wendy James Dan is a fantastic adviser. I have a couple of managed accounts with Dan and they perform very well. He asks a lot of great questions and I really feel like he listened and heard what I wanted out of my investments. Ive sent a few friends his way, one of which wanted to invest ethically, and Dan has been taking great care of her. Regardless of your investment style, I believe Dan will meet you where you are. Whether you have a few hundred bucks and youre just getting started or if youre well vested, Dan is your guy! Dawn Ferris who works in the office is also a complete pleasure to work with. Great organization there. I highly recommend!!

Michelle Rousselo I was having a horrible issue with my new debit card constantly being declined even though there was money in my account. The wonderful woman at the counter knew exactly who to call to figure out what was going on. She got the issue figured out, got me a new card ordered, everything has been working great since. Im really very thankful.

Elizabeth Olney Jonathan is knowledgeable and trustworthy. He guided us through options for investing and gave us time to discuss what we wanted to do. If anything needed to change he was happy to do so. All it took was a phone call or email which was promptly responded to. I do recommend Jonathan Laundra to my friends and family.

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.