Top 15 Financial Advisors in Muskegon, MI

David VanderVeen We have been with Brian and his colleagues for 18 years. They are all very proficient in what they do. There advise and their management of our investment portfolio has been stellar. We enjoy reviewing our investments with them because they are friendly, professional and caring. Great group!

Samantha Smith I’ve had the pleasure of working with Mark for the past two years and can’t recommend his services enough. He is extremely knowledgeable and takes the time to understand your financial goals and needs. His advice was personalized and tailored to my specific situation, which made me feel confident in my financial decisions. Mark is very responsive and easy to communicate with. He’s always available to answer my questions and provide guidance when needed.

Amber Russell I wish I could give this business 10 stars!! I was so nervous before I had my appointment and was instantly made felt welcome as I was greeted and offered something to drink as soon as I walked in. I can’t thank him enough for helping me set in place a game plan for myself to help not only myself but my family for the future!! He made me feel so at ease and truly broke everything down so I could fully understand without making me feel stupid. I really appreciate all the help and guidance!! I would Recommend this location to everyone if you haven’t set up your appointment yet go do it!!

Mary Dandron I always receive very personal service from all of the branches, and good communication when I have questions! When I financed my first car through FFCU they were very helpful throughout the entire process!

Deborah Petersen Sara in Muskegon is my go to in a pinch. Does things the right way and accommodates me.

Tessa Praay Precious has amazing customer service. She really listens and tries to help and advise in any ways possible, in regards to loans or whatever else I need. Im grateful for my experiences with her and Best Financial!

Kyle Mack Anytime I have a question there is always someone available to help me. Excellent customer service and they take the time to ensure you are taken care of. Brandon Turnbull has been amazing to work with.

Mary Fields My husband and I absolutely love banking here. Customer Service gets a 10. Very polite and always helpful. Thank you BFC for your awesome service.

Roberta Lewis They are Johnny on the spot for any abnormal activity on cards or accounts/ always knowledgable & quick to respond to my questions . I highly recommend them to anyone looking to improve their banking needs

Thomas K I’ve had a great experience with Family Financial Credit. The team is always professional, helpful, and easy to work with. A special thank you to Barbara—she’s been incredibly kind, knowledgeable, and supportive throughout the process. I truly appreciate the excellent service!

Stephen Meier My retiring parents and I have been working with Adam Carlson for about a year now and I can say he has treated us with amazing service. He has guided us through multiple retirement transition decisions and has gratefully worked with us through communication challenges trying to get my parents and myself in meetings at the same time calling in from differing parts of the country. Adam is a true professional and I highly recommend.

Laura Dyga Nathan Whipple and his staff are very professional and caring people - that is a hard combination to find these days. With the very unexpected and sudden passing of my Mother in 2020 - Nathan and Jennifer were extremly helpful. It was a very terrible time for the country - however Nathan and Jennifer went above and beyond the call of duty. I feel my fathers investment need are well taken care of and his finicial future is in trust worthy hands.

John Mumy We have had a relationship with Braeburn Wealth Management shortly after Mike Poland started his business. Prior to that, we have used Mikes expertise to manage and grow our portfolio for approximately three decades at most of his previous employers. Our experience with Mike and Braeburn has been very rewarding. Its very comforting have an investment advisor that has such a keen eye for detail and knowledge so that your portfolio is essentially on autopilot. In addition, if I decide to take a flyer, I can rely on MIke and his team to steer me in the right direction.

Zeek Theft at its finest. I told these crooks to stop taking from my checks and they will not stop taking my money. I dont want you greedy people investing my money. I wonder if I have a lawsuit.