UBS Financial Services Inc. - Muskegon (MI)

Joshua Elema I want to start by saying that Tracy, the loan officer, is absolutely my favorite—she’s an incredible person! She consistently goes above and beyond to meet my needs with loans, car sales, and more. Her hard work and dedication shine through in everything she does. Tracy’s exceptional treatment of me and other customers is truly remarkable, and I won’t work with anyone else after experiencing her service. Her passion and kindness are inspiring, and I admire her for it. I’ll keep doing business with Service One because of Tracy’s outstanding customer service. Thank you, Tracy!

Kevin Vandenboss The only advisor I talked to that set up a personalized plan for me based on my goals instead of pushing what was best for him on me.

TiLynn P Rhonda has been there for my mom for a long time. My mom is super skeptical about anyone she handles business with but she absolutely trust and feels completely comfortable with Rhonda. My mom sang her praises so much that I started going to Rhonda about 5 years ago and never looked back. Rhonda restored my faith in local businesses.

Monroe county Friend They are liars. They have defaulted on funding multiple projects. One large project in Dallas Texas and another in Toronto Canada. Charles Carey has a hard time telling the truth. AVOID!!!!

Kimberly Adams One of the best banks Ive ever had the pleasure of banking with. Polite and courteous employees makes my banking experience all the better. Thank you for going above and beyond your duties, while still maintaining professionalism.

Migliore Family Frank Cherniawski of the Wealth Management Institute has been our financial advisor for over ten years now. Frank is honest, trustworthy, objective, and personable. He has guided us through numerous financial challenges (investment decisions, paying for college, starting a new business, tax situations, etc.) and has been instrumental in our retirement planning. I also appreciate the fact that Frank is independent and does not advocate for or represent a specific financial services company. We continue to refer Frank to our friends and family seeking assistance with their financial matters. I would highly recommend Frank to those looking for objective, independent, and thoughtful assistance with their financial planning and wealth management challenges.