Wells Fargo Advisors - Portage (MI)

Jennifer Maker Top notch professional! He takes the time to get to know your situation, allow you to ask questions and help with your current AND long-term goals. I highly recommend David.

Alice Millstead DFCU has been so great to work with My Husband started there when he was a over the road truck driver so his checks could be put right in the account. I have been with them over 30 years now. Everyone is always helpful.

Robert Chism I cant say enough about Brandon. He is very outgoing and honest. He takes the time to explain your investments and go over your budget. He is also persistent and helps keep you on track. I highly recommend him as a financial advisor!

Bianca Uddin I can’t say enough good things about my experience with Tax Gurus ! Victoria is truly exceptional at what she does. From start to finish, she made the entire tax process seamless and stress free. She takes the time to cater to her clients’ unique needs, ensuring that every detail is handled with care and precision. Her expertise and professionalism gave me complete confidence, and I appreciate how effortless she made everything. If you’re looking for a knowledgeable and dedicated tax professional, I highly recommend her and her team! It was an added bonus to receive a brand new tv for filing !

Jeff Miller Nice location, easy to access the parking lot from Plymouth rd and parking was easy. Great customer service and the process was quick as well. Reasonable rate for service, will use again if the need arises

Debbie Lynne I met with Peter Glaab III and Kyle Glaab to go over my retirement plan. Although I sometimes feel out of my element when talking about investments, they both made me feel very comfortable and made sure I understood everything we went over. I highly recommend Individual Financial Planning. Like their website says...They treat you like family.

Kevin Vandenboss The only advisor I talked to that set up a personalized plan for me based on my goals instead of pushing what was best for him on me.