True Wealth Retirement Partners - Wyoming (MI)

Tom Cleland Pretty happy so far

Jim Walke Zach Toilolo and DFCU made the convoluted process of re-financing quick and easy. Zach was attentive to any change or bump in the process and managed to keep us in the loop while simultaneously smoothing things out for us. He had his eyes on the goal the entire time and treated us with professionalism, warmth and respect. [We even laughed a few times, and not hysterically.] This was a first rodeo for me, so having a loan officer who explained what was happening and then assisted with the execution of each step was a pleasant surprise. I doubt that a big bank would have been able to provide this level of personalized customer service. If you are in the market for a mortgage, I cannot recommend Zach (and DFCU) strongly enough.

Gerald P Scam company that should not be on lending tree. I was approved on their website but when I called I wasnt approved anymore. Do not recommend. Garbage company.

Bianca Uddin I can’t say enough good things about my experience with Tax Gurus ! Victoria is truly exceptional at what she does. From start to finish, she made the entire tax process seamless and stress free. She takes the time to cater to her clients’ unique needs, ensuring that every detail is handled with care and precision. Her expertise and professionalism gave me complete confidence, and I appreciate how effortless she made everything. If you’re looking for a knowledgeable and dedicated tax professional, I highly recommend her and her team! It was an added bonus to receive a brand new tv for filing !

A Benson We have been working with our advisor for over 20 years and have had great results. Keith Kozak is very trustworthy and conscientious about the financial goals of my family. He is very responsive and has great customer service and has never made us feel like a question or concern is beneath him. I 100% recommend Morgan Stanley to help manage your assets!

Tamika Mack I love banking with Dort Federal, but more important I have the best experience with the tellers. Ida provides exceptional customer support. She always gives me good information regarding financial programs and offers that I may be able to benefit from. Thank you Ida. She is definitely an asset to your organization.