Keywords: Financial white pine investment management formerly reed financial services inc mi

White Pine Investment Management (Formerly Reed Financial Services Inc) - Muskegon Township (MI)

Address: 🏡 2112 N Roberts Rd, Muskegon Township, MI 49445, USA
Website: http://www.rootedintrust.com
Phone : +1 (231) 747-9114
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJhYE9rNYXGYgR1zgFZPjp024
#Michigan

Michigan Schools and Government Credit Union - St Clair Shores

Don Vandamme I wanted to open a new account to take advantage of a current CD special. I went to the St. Clair Shores Branch on Little Mack. I made an appointment for a Saturday. The Branch was busy which is to be expected on a Saturday. My wife and I were helped by Lisa. She was very professional, and she apologized for our wait time. She took her time with us and explained many things the credit union has to offer. Overall a very good experience, I am happy I made the choice to open an account.
5 /5

Fineberg Wealth Management - Ann Arbor

Lynn B. I have worked with Fineberg Wealth Management for 13 years. Zachary is a true fiduciary, managing my portfolio with prudence and competence. He has helped me minimize tax exposure while consistently growing my assets. He has always been responsive to my needs, questions and directions. He is a knowledgeable advisor and I highly recommend his services.
5 /5

Lake Trust Credit Union - Detroit

Troy T My first time visiting a physical branch in a long, long time. Ms. Josalyn C. at the Woodward Ave branch location made everything super easy and flawless! Huge thank you to her! The rest of the folks there were super friendly also!! My only complaint is the lack of a branch anywhere downriver / closer to me.
4 /5

NobleMark Financial - Utica

kristina rehfus Jason is someone you can trust with your Financial planning and retirement goals. Everytime I have had a question or need assistance with my 401K, he was there explaining options. It’s nice to know you have options explained on how I see my future. Maria has done my and my husbands taxes for the last few years and I won’t go anywhere else. It’s nice to know my financial needs are in good hands. Highly recommend Thank you to the entire team!
5 /5

TRUE Community Credit Union - Westland

Lisa Marshall Brianna was professional, friendly and informative. I was very pleased with her service and as soon as my Son gets his first Nursing position- I will be referring him to True Credit Union. I absolutely love my Credit Union!!
5 /5

Bank of America (with Drive-thru ATM) - Wyoming

Eric Ruibal I was referred to this specific branch of Bank of America after being with Consumers Credit Union for years to open an account and transfer all my money to Bank of America and close Consumers Credit Union accounts due to the lack of protection towards fraud and my accounts, never been to a bank where they tell you to come back at a later date to open an account with them considering there in the business of money, plus there were 3 workers talking to absolutely no one at the time. Taking my money elsewhere.
1 /5

Merrill Lynch Wealth Management - Grand Rapids

Bayle Delalic I have nothing but positive things to say about Merrill. My husband and I have been working with Rua for the past 6+ years.
5 /5