Top 15 Financial Advisors in Midland, MI

Daniel Broderick Doug is responsive, competent, and educational. He knows what he’s doing and is a trustworthy financial advisor. He has been helping us grow and manage our financial assets since day one and is not afraid to have a real conversation with us about all the shifts that take place in the market.

Collin Quinlan I had a fantastic experience thanks to Robert’s superb service! From the moment we connected, he was professional, attentive, and incredibly helpful. I would recommend him to anyone!

Austin Muma Gloriana is the best. I was chasing a lien release for the past 5 months and she got it back to me the same day. Wish I could give 10-stars

Shelli Eaton Maria is absolutely amazing. She’s a wealth of knowledge. She’s great at explaining the process, what to do and not to do and kept us informed at all steps. And she’s friendly, patient and kind. We were grateful to have Maria to make a stressful process smooth. Five stars!

Elizabeth Olney Jonathan is knowledgeable and trustworthy. He guided us through options for investing and gave us time to discuss what we wanted to do. If anything needed to change he was happy to do so. All it took was a phone call or email which was promptly responded to. I do recommend Jonathan Laundra to my friends and family.

Pat Naberhaus Tim and Nicki are great and very trustworthy. Have worked with them many years.

Tammy Fulkerson Efficient, smart and to the point!!

Roger Thornton I have had the privilege to get to know Kevin Spencer over the past couple of years. Keven is a true professional, he clearly knows his craft, he is a teacher at heart always helping and educating people. If you have not sat down with someone to help you plan your financial future, I would recommend give Kevin a call and let him help you reach your dreams and goals.

Julie Wilkinson Amy has been a wonderful friend, mentor, CPA and Advisor to both my family and I over the last 10 years. She was extremely supportive and caring during my breast cancer journey and truly encompasses a holistic approach in reaching both financial and personal goals. When my sister was going through a difficult divorce and under financial distress, Amy was more than helpful in navigating the unknown. She has also been instrumental in providing guidance during the passing of my grandfather. If youre looking for an Advisor who truly cares about you and not the bottom line, Amy is absolutely amazing.

Diezel Kuchar Great people to work with. I have over 3 accounts here and they take care of everything for me from my employees retirement to my banking and insurance.

Monica Pardel Very friendly office!

D D Dennis is just in a rush to get you in and out. Not really looking to help you

Elise Landa We used rfm for our taxes the last two years and have been less than pleased. This past year they did not seem to understand the EV tax credit and ensured us that we qualified for it. When we did not get it they resubmitted the exact same documents, charged us several hundred dollars and then we still did not get the credit. When we questioned why we were being billed for this, they lied to us and said they "checked with the dealership" however our car did not come from a dealership... And still charged us extra money for this. We only paid the bill so we would be done with them and can find someone more qualified to do our taxes in the future.