Service 1 Federal Credit Union - Muskegon (MI)

Simone I cant express enough gratitude for the outstanding service provided by Patrick Yono. With his invaluable guidance and expertise, weve charted a path towards a secure financial future for my family. From the very first consultation, it was evident that Patrick was deeply committed to understanding our unique circumstances and goals. His personalized approach and attention to detail set him apart. Patrick took the time to thoroughly analyze our financial situation, patiently answering all our questions and concerns along the way. He presented comprehensive strategies tailored specifically to our needs, ensuring we felt empowered and informed at every step of the process. What truly impressed us was Patricks unwavering dedication to our long-term success. He didnt just offer quick fixes; instead, he crafted a holistic plan that accounts for both our immediate priorities and future aspirations. Through his insightful recommendations, weve been able to make informed decisions that align with our financial objectives, providing peace of mind for years to come. Moreover, Patrick demonstrated a remarkable level of professionalism and integrity throughout our interactions. He prioritized transparency and honesty, always putting our best interests first. Its clear that he genuinely cares about his clients well-being and goes above and beyond to ensure their financial security. Thanks to Patricks guidance, we now feel more confident about our financial outlook than ever before. I wholeheartedly recommend his services to anyone seeking expert financial advice and a trusted partner in securing their familys future. With Patrick by your side, youre not just investing in your finances; youre investing in peace of mind and prosperity.

Becca Flores So delighted we went to this office to meet an advisor via zoom and in person! We worked with Ted Campbell who kindly shared his extensive experience and spent considerable time with us. I’ve been with Fidelity for years and l still learned so much! Ted is truly a valuable resource for anyone who is trying to leverage all Fidelity has to offer its clients. I recommend to anyone who is considering a new advisor to visit this location and ask for Ted!!

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

Gail Trubow Larry Glanz has to be the kindest most generous broker doing business. He has all of the characteristics I clicked above, as well as someone looking out for the best investment, but he is so much more. He has taken care of my sisters investments for many years and in the process has added many benefits at no cost that are outside of the normal services of a broker. He cares deeply about all of his clients and just now when I phoned him he expressed his deep concern about her health - as he always does! In the Yiddish language, there is a word that describes him, the word is Mench - a good person. For someone in the business of money, he is a rare find: caring, warm, funny and someone you want to be around for his innate joy and love for living. I am deeply grateful for his being part of my life. Gail Trubow

Richard Tran Couldn’t be happier with the service! Would recommend to anyone looking for a financial advisor

JustinDanittza Bacon Working with John at AFI Financial was smooth and easy. This was the fifth house we have purchased and this was by far the best and most helpful experience we have had while going through the financial process. John was there to answer any question we had and was available when we needed to speak with him. The service and rates provided blew away any competition. I would definitely recommend their service to anyone looking for financing!

KEN CHRISTIE I have been a client of Concorde Financial for a decade and have been always satisfied with their service until this year. We all hope such companies, who do our taxes understand the tax codes since we are paying for their knowledge, so be warned that Concorde will not stand behind their returns should you get notified of an error, as I did. I received notice from the MI Dept of Treasury for a past return this year that was not correct and when I took the notice back to Concorde, they told me that the only thing i had to do was to return a copy of my tax return from another state as requested. I made sure it was the right thing to do and they assured me it was. Two months later I get a second notice from the MI Dept of Treasury and stating the same issue. This time, Concorde would not return my calls, the lady who did my taxes..Heather..kept telling her assistance she was on a conference call each time i showed up in person...twice..and then promised me i would be contacted by the owner...Mark..be email since he was to respond. It is now over three weeks since i visited and nothing has been sent to me or called by anyone. i even called the MI Dept of Treasury to understand myself what was wrong with my return, despite the fact I did not do them and expected it to be correct. They told me that Concorde, being a MI company should have known what the requirements were and as a result, i had told Concorde i would gladly pay whatever tax was due but I did not feel interest was my responsibility because they were at fault. Obviously Concorde does not want to admit anything but not to stand behind their work, I feel, is the last thing anyone of us would expect to happen. I paid them to know the requirements and to do them correctly..why should we have to pay for their mistakes and why is there no professional courtesy to return my calls and my visits. I will never recommend them for such a lack of professionalism and for not standing by their work and I caution anyone to reconsider using them if you are looking for a company who stands behind their work, especially when dealing with taxes.