Vertis Wealth - Kalamazoo (MI)

Demerie Taughinbaugh I have worked with Aadil at Ameriplus Financial Services now on two home purchases, and a refinance. He is always prompt to respond to questions and our mortgage-lending process was as smooth as it could be! Highly recommend Aadil and his awesome team.

Shitalkumar Shah Good governance and excellent project management

David Atkinson I have had only positive experiences with this group!

John L. Great bank for customer service, banking options, and easy access. (Physical locations, ATMs, online site and phone app) "Phyllis" is one of the Managers and provides outstanding, professional, personalized service. Makes us feel like family!

James Peacock My financial advisor joined Mosaic Wealth Management a number of years ago. Ive been with him for about 13 years. Hes been such a great help for myself and wife. The whole staff at Mosaic Wealth Management are very friendly from the time you open the door till the time you leave. Ill leave my financial advisors name here, so if you are interested in a visit to see him or another advisor, Id highly recommend it. My advisors name is, Jonathan Hayes. So if you are in the process of using a financial management service, check out Mosaic Wealth Management, you wont be disappointed.

G L W We have been longtime members at DFCU because of the high quality of their service offerings. The staff is always helpful and supportive of our needs. If you feel you are not having a relationship with your bank, take time to speak with a local DFCU branch manager.

Carrie Higgins McKague Financial can help with retirement and income planning. They are wise and helpful for what works best for you not for them!