River Financial Planners - Norton Shores (MI)

Matt Poniatowski I have been working with Bank Of America online chat and phone support to resolve an issue that was resulting in unnecessary and unwarranted account management fees for almost a year. They were unable to solve and it was incredible frustrating. I decided to go into the N Rochester Road branch and within minutes of speaking to Linda George and Iris Cifliku we had the problem solved. They were empathetic and took action right away. Thank you so much Linda and Iris!

Oliver Collins I’ve known the owners at New Heights Financial for years on both a personal and professional basis. Not only are they “salt of the Earth” people, but they are also amazing at what they do professionally. Johnnie is my “go to” person when I have a retirement question or insurance question. You’re in good hands with the crew at NHF!!

MARIMBA NOLAN J at the front desk is so welcoming. If you need your taxes done check them out!

bly bylsma We appreciate the sound advice from our advisor. She gave advice that was molded to my desires and level of risk. No pressure and regular attentive communication.

Michael Tabaczynski Lake Trust is always there to help you when you need a product or service. Their staff are always pleasant, friendly, and prompt. My favorite team of people are the staff at the Center Line branch. I have been going to this branch since it was Father Kramer Credit Union, and when it turned to Lake Trust, I received the same great service. Robin is the absolute best and has been there since I got my account when it was Fr. Kramer. This was the place I got my first auto loan as well. Everyone at this branch is so nice, helpful, and take the time to get to know their members. I highly recommend Lake Trust Credit Union to anyone looking for a financial institution that provides great, easy, and simple products, along with their technology and great member service.

Catherine DuBois Craig is honest, smart and experienced. We feel very comfortable with his direction and assistance with our finances. He explains our options very well.

Austin Waldo I’ve worked with Ian and the Waldo Wealth Partners team for years now, and I couldn’t recommend him more highly. Theyre incredibly knowledgeable, responsible, and truly have their clients’ best interests at heart. Ian’s integrity and trustworthiness set him apart, and I have total respect for the way he handles financial planning. If you’re looking for someone who genuinely cares and delivers sound financial guidance, WWP is the firm to call.