Valley Oak - Kalamazoo (MI)

Ginny In all transparency, this is a very early review, but it feels justified. Bradford has been a complete pleasure to work with. As a young investor with a smaller amount of assets to offer to manage, I didn’t expect nearly the attention he’s given me, or the time he’s been willing to spend with me to help me learn. Aside from his 15+ years in the field, the firm’s principals are CPA’s with combined 50+ years tax/finance experience. As a CPA myself, I can vouch for the value of the combination of finance and tax knowledge the firm offers. I would highly recommend working with Bradford, or likely anyone at the firm.

Aaron Shady I couldn’t say enough great things about Darden Wealth Group. Andrea is exceptional at what she does! Every single experience I’ve ever had with her and Mark has been a great one, so glad I reached out! Thank you Darden Wealth Group!!

Joi Love They claim you dont need a mortgage to get equity loan but not willing a give a loan with a home paid off because they claim I had the house too long. As if I dont know under a year theres not much equity been accumulated yet. .

Jons s Steve will work hard for you cause i worked with him for a few years. When I need someone to depend on he was there and went over and beyond. Now I have and trust him as my adviser. God bless you Steve for all you have done.

P Garabedian The whole staff here is wonderful, they know how to take care of their customers!

TLP Professional, kind, and great customer service! They process claims in 7-10 business days, after you provide all documents needed.

Ken Rushing Kelly Lawrence has the knowledge and experience to help you with your financial investment needs. Kelly is constantly doing her research and watching the market trends. I put the future of my retirement in Kellys hands and I am very pleased with the outcome so far. Kelly and her team will make you feel like family and I would recommend her team to everyone.

Vanessa Orozco Working with Stonebrook has been an absolutely amazing experience. From the front desk to the advisors and admins, they made the process of transferring all my accounts seamless and stress-free. They took the time to carefully explain each step, patiently addressing every question and concern I had with clarity and kindness. What truly sets them apart is their genuine commitment to earning your trust — their transparency and professionalism are unmatched. I couldn’t have asked for a better firm, and I wholeheartedly recommend their services to anyone looking for a team that truly cares.