UBS Financial Services Inc. - Grand Rapids (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.

Mike Vega Hands down the #1 lender in the country. From start to finish, the experience was smooth, transparent, and efficient. The team was incredibly responsive, knowledgeable, and truly had my best interests in mind. I got a great rate, clear communication every step of the way, and felt supported throughout the entire process. Highly recommend to anyone looking for a lender that delivers top-tier service and results.

Yalaunda Butts I want to give credit where credits due. John and Q at the Clinton township office on Gratiot. Both guys are so nice and professional. They have outstanding customer service skills and I could tell right away that they love helping others. They smile and joke with you very friendly but professional. Great job guys keep up the great work.

Thaddeus C My wife and I have had nothing but great experiences from Autumn Financial. They helped us make clear, sensible goals, their customer service is always amazing, and they even pointed out an error that our accountant had made filing our taxes. Great company that has their clients best interests at heart.

Rob LaFay We worked with Nancy Chin, who came highly recommended, and rightfully so! I cannot say enough about the great job she did! Every step of the way, she looked out for our best interests and communicated effectively. Her professionalism and wealth of knowledge are to be admired.

Kristina M I had a great experience and I had all my questions asked! Highly recommend!

Julie Wilkinson Amy has been a wonderful friend, mentor, CPA and Advisor to both my family and I over the last 10 years. She was extremely supportive and caring during my breast cancer journey and truly encompasses a holistic approach in reaching both financial and personal goals. When my sister was going through a difficult divorce and under financial distress, Amy was more than helpful in navigating the unknown. She has also been instrumental in providing guidance during the passing of my grandfather. If youre looking for an Advisor who truly cares about you and not the bottom line, Amy is absolutely amazing.

Lauri Watts Mark and his team are very professional and knowledgeable. They make a transition/roll over very smooth.