Schwallier Wealth Management LLC - Grand Rapids (MI)

libby rivette Great people and they are a very professional. They even they met all of my financial need. This is a business you can trust.

Jeff Selleck As a business that has worked closely with Great Lakes Wealth Planning, weve been consistently impressed by their dedication to their clients financial well-being and their comprehensive approach to wealth management. Their team of advisors is highly knowledgeable and experienced, providing personalized guidance tailored to each individuals unique circumstances and goals. Weve witnessed firsthand their commitment to building long-term relationships, taking the time to understand client needs and offering proactive solutions. Beyond their expertise, Great Lakes Wealth Planning operates with integrity and transparency, fostering trust and confidence. Theyre excellent communicators, keeping clients informed and empowered throughout the planning process. Their collaborative spirit and attention to detail make them a true partner in financial success. We highly recommend Great Lakes Wealth Planning to anyone seeking sound financial advice and a trusted advisor to help them navigate their financial future. Theyre a valuable asset to the community and a business were proud to work alongside.

Geo Marvaso If you go the location in Canton. Ask for Mike. When they called my credit poor, he got me approved for a car loan for 7500. That helped my credit score go up like 70 points after my first 2 payments. 6 months later my credit score was still poor, close to fair. He got me a 2,000 credit card. And now today he just got me approved for a 2,000 dollar raise on my credit card to 4,000. Although Ive done a great job on my payments, I doubted Everytime that I tried doing something. And Mike hit a Home run Everytime. Hes the Goat {greatest of all time!) when its comes to banking. Go see him. You wo

Rebecca Cruz This loan process was executed in a very timely manner. Cynthia and her team addressed each issue head-on and focused on the end result. They really put all their efforts together to expedite my loan. Awesome company!

Heather Ouro Ian and Melissa are fantastic financial advisors. They listen to exactly what our financial goals are and help us develop a realistic plan to reach those goals. They offer options and actionable plans to help us obtain our short, mid, and long term goals. They’re willing to walk with you through every step of your plan and keep you accountable. We couldn’t recommend the team at Thrivent financial enough! We feel super comfortable working with the Thrivent team!

Carolyn Heineman Ive been working with Zhang Financial for about 20 years now, and am extremely happy with the service and the performance of my investments. Im currently working with the team led by David Marshall and Kyle Mack, and am consistently impressed with their pleasantness, professionalism and responsiveness. I cant imagine it could be any better than this!

Angela Bos This has been a family bank my whole life! Tellers are so friendly.