Veltman Investment Management and Financial Services - Grand Rapids (MI)

Kyle Cupp This is spam. Back to back calls and refusal to remove my number from their call list. Report them immediately if you receive any call from this company

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.

Jennifer B. Have had them for about 1.5 yrs, no problems. They used to have a website where I could watch my account and balance, but was told they dont have any website anymore! =(

Kay Harris I absolutely loved working with Dorethia Kelly! She knows her stuff and does a great job of helping you understand the financial information and lessons, why you need to change and HOW to implement the changes needed. All the information in the world doesnt mean anything if you don’t know how to apply it to your situation and benefit from it. For me, Dorethia did a good job of giving the information and making it applicable. She is very down-to-earth, and transparent which makes her relatable. Dorethia was very encouraging even during the hard conversations, which was so helpful and appreciated. I’m thankful to Dorethia for giving me the tools and the encouragement to help me on my financial journey, and even though Im not quite there yet, because of working with her and participating in her *MoneyChat Masterclass, I now know where I want to be and what I need to do to get there. Working with Dorethia was a great investment in myself and my financial future and I highly recommend her for anyone that needs coaching or help with their finances or their business.

Austin Waldo I’ve worked with Ian and the Waldo Wealth Partners team for years now, and I couldn’t recommend him more highly. Theyre incredibly knowledgeable, responsible, and truly have their clients’ best interests at heart. Ian’s integrity and trustworthiness set him apart, and I have total respect for the way he handles financial planning. If you’re looking for someone who genuinely cares and delivers sound financial guidance, WWP is the firm to call.

Linda Linsea I do not normally make a review but Jill and the rest of the ladies at my branch have gone beyond being helpful and professional. As a business owner for over 50 years I appreciate people who are like me when it comes to perfection. Being correct in all things is the seed to success. Good job people! Special thanks to branch manager Jill Morton.

Charles Christopher It’s sucks