Clay and the entire Kaizen team are knowledgeable in all areas of both personal and business…read moreaccounting. They were an invaluable resource on both fronts and helped us navigate all the complexities of starting and running a business.

We have been with Kaizen (formerly James Hamlin & Assoc.) for well over 10 years and they serve us…read morewell. From timely reports to business advice to helping us find Covid relief funds, they have been true partners for my business. Thank you to Eric and your team for being honest and professional in all our dealings.

There are certain people in life you surround yourself with that you trust will guide you. Randy…read moreCashmore at Cashmore investments will never push , but rather educate you. I have learned that everyday people can protect their futures with a little bit of knowledge. For the last 9 years Randy has never steered me wrong and has showed me how to invest wisely to secure for my future. Thank you Cashmore Investments!!!!

From the owner: Risk Management Financial Planning Retirement Planning College Planningread more

Adam is very trustworthy and always looks at what is best for his client rather than what might be…read morebest for his income. He makes sure to explain things in layman's terms so that even complex financial products make sense. I would highly recommend contacting Adam for all of your financial planning and insurance needs.

From the owner: A mistake many make in working with financial advisors and insurance agents is a pre occupation on…read morea product and not on developing a plan. To avoid this commodity, we created "7 Steps for a Successful Retirement" and "6 Decisions You Won't Regret 20 Years from Now". Each is designed to produce customized solutions that help bring clarity and confidence to your wealth creation strategy and risk management. 7 Steps is ideally suited for professionals and small business owners aged 45 and over. 6 Decisions may be appropriate for the younger professional starting a career, family or business. Both processes will help you uncover what is important about money; develop strategies to solve problems, and actionable items to implement products and services.

Great Lakes is very friendly and helpful when opening an account but apparently that is just to…read moresnare you in their web. If you ever try to call the bank it is impossible. I have the number to the woman in charge and she never answers or returns calls. Same happens with the main phone by the lobby. Workers say that they are busy helping customers but i have gone in when it is vacant and used my phone right there and it dose not ring. Apparently there is a computer by their work area and it alerts them to calls but they don't see them or check messages. There are like 3 phone numbers online to call but they are useless. I called one of them and it told me i had one a life alert button and went into a promotion. Then i called another and it was some guy about stocks. Then there is one with a virtual assistant that is worthless. All in all if you want to try and conduct business over the phone with them you are out of luck.....

Horrible Customer Service. I had a client that tried cashing their check through GLCU but it was…read morereturned, Unable to Locate Account. When I spoke to Marlene at GLCU she did not understand that when Great Lakes ran the deposit the MICR line was read incorrectly and they would need to fix it. Nope they just wanted to blame me or the other bank where the routing number was completely wrong location. I also tried calling customer service, she was very nice but then I must have gotten the wrong email, because it was returned undeliverable. Lastly I verified with my bank and she agreed the MICR was encoded incorrectly, but she said sometimes you can't reason with people. I tried to go to bat for this customer, but unfortunately there wasn't anything I could do to help other than write another check and hope it doesn't get returned. Very Disappointed.

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!