Valley Oak - Kalamazoo (MI)

Christine Fecteau Great financial advice and planning!

Craig Jones Scott and Wilma & team have always delivered excellent customer service, great care and advice to both my wife and I , and my recently deceased Mother. I greatly appreciate the work they have done to make settling her estate a smooth process.

None None Dont feel trustworthy when it comes to them lost in stocks with 5hem. Bad adviser

Holly Karram Brian Reiber is an ethical and trustworthy financial advisor. He is highly knowledgeable and skilled in assisting not only me, but also members of my family with financial planning and advice. Brian took the time to learn about me and keep up with my evolving financial needs. He listens, guides, and prioritizes my interests. Brian supported me in making wise financial decisions when my husband passed away. He guided me as I put my daughter through college. He has, and is still assisting me as I move toward a financially secure retirement. I trust Brian to always act in my best interest.

Anthony Michalak Kevin was amazing very friendly helped explain everything really well even when I got declined forna loan he still helped me till I got accepted. Thank you kevin