Wingett Wealth Management of Raymond James - Muskegon (MI)

Jeremey Long Great firm with great ideas!

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.

D Samhat Find him to be excellent in his monitoring and follow up. Always ethical and honest.

Joe Roza My guy Paul Carnahan is amazing. Not only a great guy but also hard working and professional. He actually looks out for my money, to the tune of doubling it in under a year. He’s always a phone call away and we even send financial articles to each other. I’m serious people, can’t make this up....the guy will treat your account like his own. Highly recommended.

a watkin They are always very courteous.

Pam Kerr Weve been working with FCM for 5+ years. We really appreciate their personal service. They listen to us and help us to manage our finances in accordance with our values!

Steve Serkaian Brandon Carter and his Financial Strategies Group team provided my wife and I with clear investment advice and strategies that has helped make our retirement secure. Brandon listened to our concerns and desires, and designed an investment portfolio that was blended between growth and our tolerance for market fluctuations. More importantly, Brandon spent to time to get to know us and our family. Brandon’s approach provided us with a secure foundation upon which we built our dream home as we begin our retirement journey. Steve Serkaian