Grand Rapids, MI Financial Consultant

We have been working with Becky for about two years now. We were approaching within a few years of retirement and were referred to her by good friends of ours that had be ... more

F. & B. Patton

Cam Hardy was so easy to work with and very knowledgeable! If he was unsure of an answer he figured it out and let me know within 24 hours. I cannot thank him enough for ... more

I just started investing with Erin after watching for more than a year how she conducts business. Erin's care and concern for each one of her customers is evident. I have ... more

Ok

Kyle has been extremely helpful and knowledgeable in creating a financial plan for myself and my family so we are prepared for the future. Kyle communicates often on any ... more

Mark is my financial advisor and handles my investments. I couldn't be happier with the excellent advice and service that he provides! My money is invested in things th ... more

Positive: Professionalism, Quality, Responsiveness, Value

Richard is amazing! What more can I say? Not only does he help keep our finances in check, he shows us better ways to achieve our long terms goals. He is always willing t ... more

Deb Moon is over the top with sound financial advice. Just as important, she is caring,and truly invested in each client that she has. I highly recommend her as an Edward ... more

Rebecca is a fantastic financial advisor who takes the time to understand your personal financial and life goals, and, is someone who personally cares about her clients s ... more

Very Professional and Helpful. I went through a home equity loan and the process was efficient and all questions I may have had were answered and followed up on.

Mark is my financial advisor and handles my investments. I couldn't be happier with the excellent advice and service that he provides! My money is invested in things th ... more

help likely

I would not recommend using Old Time National if you are a first time home buyer. Our loan officer Dan Cooper seemed to not care very much about our process and would fre ... more

I have a small business that I pay sales tax to the State of Mich and every year they make it difficult for me to navigate their website to pay them and every year Theres ... more

My adviser made everything so simple to understand!!! Thank you.

David has been very helpful and knowledgeable. His schedule is very flexible and it has been great working with him. He responds quickly to my requests.

I cant say enough about the excellent counsel and professional advice I received! Your genuine concern for my familys welfare, and caring, thoughtful approach to our fina ... more

Sound advice!

Daniel is a great guy, and very good at why he does!!

Wow! Jim Potts and the rest of the team got our mortgage done when no one else could have! They put in the hard work and made this home happen for us. We are not only sat ... more

Truly scary when a lender doesn't understand how land contracts work and creates issues and costs for both buyers and sellers. A 30 day closing on a home had to be delay ... more

Most incompetent bank ever. Do not get a mortgage through this company, they have messed up my Escrow, misapplied payments ever year and the mortgage service is horrible. ... more

Will do anything to make money off of you.

I have never used this business. I used their parking lot once after their business hours. There was only one other vehicle parked in the pretty large lot. When I got bac ... more

Watkins Ross has done an excellent job serving our company 401(k) plan as our TPA. Our WR team, led by Jill Northup and Pat Curtis, are extremely responsive and do a gre ... more