Plan 4 Financial Design - Kalamazoo (MI)

5 /5 Barry W: We have been investing with Plan 4 Financial for 13 years. Whether it was Dennis, Jeff, or more recently, Nikki and Dan, our experiences have always been positive with exceptional results. We were especially impressed with Nikki and Dan because of their knowledge and understanding of the business and their pragmatic approach to our personal needs. We have the utmost confidence in them both. We feel that the day we walked into Plan 4 Financial, the stars were certainly aligned in our favor.

5 /5 Steve Sajtar: My wife and I have been investing with Plan 4 Financial for about 11 years now and have been very happy with their services. Well last year was the test of time for us and I was able to retire. In our case my retirement had several variables to consider and with Nikkie and Dennis support they helped us navigate through those decisions. Yes I would highly recommend Plan 4 Financial Design for your retirement planning needs. Nikki and Dennis have been a huge part in helping us build a successful retirement.

5 /5 Rick Magalotti: I have been working with Dennis Starbuck and Nikki and Jeff for soooo long, I think since 1999; Dennis saved me and my retirement plans from disaster during the 2008 Bush economic disaster; and, then, after that managing my investments so that my retirement was safe. Happy Camper!!

5 /5 Chris Hamman: We have been working Jeff for 10 years. Jeff has provided us with guidance and information to help us make good investments. In addition, Jeff has always quickly responded to our questions with an email or phone call. We look forward to continue working with Jeff and his company.

5 /5 David Waske: I have been a client of Jeff’s for many years, and I would like to say friend also. We have double my money within less than 9 years; with today’s economy I’m very pleased. I am looking forward to continuing service that he has provided. Highly recommend, all members of Plan 4 Financial are so professional and friendly, thanks! I really like the new location, easy to access and well kept up. The owner is always friendly and approachable, wants to know his clients and how they are doing. Thanks !