Find the Best 15 Finance services in Kalamazoo, MI

Reina Jenkins I might be biased, but I LOVE CHERRY TREE!!! (:

Wendy James Dan is a fantastic adviser. I have a couple of managed accounts with Dan and they perform very well. He asks a lot of great questions and I really feel like he listened and heard what I wanted out of my investments. Ive sent a few friends his way, one of which wanted to invest ethically, and Dan has been taking great care of her. Regardless of your investment style, I believe Dan will meet you where you are. Whether you have a few hundred bucks and youre just getting started or if youre well vested, Dan is your guy! Dawn Ferris who works in the office is also a complete pleasure to work with. Great organization there. I highly recommend!!

Pete Everts Great place! I would highly recommend Paul and his team.

Chris Sookhai I have been with Daus now for close to 5 years. Since then the team has expertly managed my entire financial portfolio and given solid advice to me regarding other personally controlled assets and investments. Trenden has been incredible at helping me to learn more about financial planning. He has given me peace of mind through thorough analysis and assessments of multiple pathways for my investment portfolio by providing solid insights and recommendations to strategies that fit my current and future lifestyle goals. While I am still quite a ways from retiring, I have absolute confidence that they will be able to support my financial needs when the time comes to retire. Looking forward to many more years to come!

Jeremy Rowland Mike is really professional, gives good direction explaining the advantages and disadvantages of the various investment opportunities. Highly recommended!

Johnson Pest Control They did a good job, they have a lot of knowledge and good staff. I am.only giving 4 stars because their attention to detail was a little lacking for me. Certain documents that needed filed werent. But overall a solid company. Would use again.

Kisha N Jeremy went out of his way to help me during a difficult time. His guidance provided comfort when I needed it most. Thank you, Jeremy. I appreciate it so much.

Lindsay O Andy and John have been so professional and trustworthy

David Sturdy Paul helped us when we were setting up our retirement investments, life insurance and Mi529 plan. I would highly recommend Paul Knibbe

Iv Ray I just love her very fast professional I barely worked but she still got me back my max amount she answers question when you don’t understand certain things and explains why you got back the amount you got back highly recommended by me see you next year

Tom Novak Dawson at the Gull Ro branch. Has been fantastic. He helped and is continuing to help my wife and me through a difficult situation. He has been professional and courteous the entire time. We appreciate you Dawson, Tom

Midwest Gutter Systems My wife and I started this financial journey with George Smolver two decades ago. He has always been great to work with. Highly recommended.

John Davis These folks understand their craft, and provide great service.

None None Dont feel trustworthy when it comes to them lost in stocks with 5hem. Bad adviser

James Wise They have advised us on our investments for many years!