Best Financial Consultant Lansing Near Me

Richard Schaut: Joe and his Professional staff are Awesome! Get to know them and you’ll feel the same.

Dawn E Archer (Arrow Dog Training): You will not find a better financial advisor than Erik. He has been managing our retirement funds for many years. He calls us on a regular basis to schedule an account review. This is so appreciated! He's always there when we need him, returns calls promptly, and most importantly he takes the time to carefully understand our investment needs. Markets go up and down, but Erik's attention to our needs are steady and reliable. As well, Terese Kromer, Erik's office administrator, is the best! Top notch, friendly and professional! We could not ask for a better relationship.

Judith Cardenas: Positive:Professionalism,ResponsivenessErik is very supportive and responsive. All interactions are highly engaging and positive. Erik and the entire team cares about your financial goals and respects one’s unique retirement plan. Erik's work is filled with integrity and professionalism.

Dan Vartanian: After making a big mistake in managing my financial portfolio my tax advisor suggested I contact Erik Hansen of Edward Jones for professional advice in making decisions regarding the success of my financial future. I contacted Erik and our business relationship quickly turned into a friendship from the very start. Erik has an extremely positive attitude and his vast experience and knowledge has provided my family with a great deal of success. He has always had my best interests as his primary objective. His success is partially attributable to his Senior Branch Office Administrator, Terese Kromer who jointly make a very successful team. They both make you feel like you are their only client. How fortunate clients of Erik and Terese are to guide us through the future.

Michael Frederick: I have used Erik for close to 10 years now. A while back my old EJ advisor left and I interviewed not only several other financial planning/retirement planning firms but also several other EJ advisors. Erik was by far heads above the rest.Other reviewers have used the word “trust” and that is also something that is very important to me. This is MY money and I want to be assured that the person I am working with has MY goals as their primary objective and not simply making money off of me. Erik does that – my goals are his first priority and for that, I trust him with my hard-earned money.This is not just a numbers game with Erik. He takes the time to personally understand your goals and objectives but also your dreams. When I was considering moving and mentioned how great it would be to build a new house, Erik said, “let’s craft a plan to make that dream a reality.” Erik reviewed my goals and helped me invest funds so I had extra money for the down payment to build. With Erik’s help, today I’m enjoying my dream house!Erik takes a team approach to helping you. He works with you closely to help you understand the recommended strategy to achieve your goals but also like a good team member, helps adjust the plan to meet changing circumstances. Terese, his branch office administrator, is a gem and always makes sure all the necessary paperwork is ready before you leave. Simple things like that can make a good experience great!I have recommended Erik before to others and would have no hesitation recommending him again.

Linda Walker: I am so grateful for the exceptional service I receive from Erik, and from Terese. My early retirement and move out-of-state, during the Covid pandemic, was made easier because of their diligent care of my finances. I feel secure in knowing that my savings are being managed by such a professional Advisor. Terese even went the extra mile to contact an Edward Jones office near my new home to facilitate an important transaction for me. So happy to be their client!

Pastor Jeff: Caring, Attentive, Knowledgeable.Erik is the best financial advisor we have worked with and we look forward to working with him and Terese about our finances. Erik and Terese work well together. Erik is a trustworthy and knowledgable advisor and planner. He has his clients best interest in mind due to his honest approach. My wife and I have been clients for years and they treat us like family. If we have questions they answer them and we are very satisfied with their work. They contact us several times throughout the year about our finances and just to wish us well on holidays and our birthdays. We recommend Erik to anybody that is in need of a financial advisor.

Karen Hackett: Erik has been managing my retirement funds for nearly ten years and I could not be happier. When I was looking for a new advisor I knew a number of financial advisors in the area and I was pretty familiar with their business practices but I had witnessed Erik’s work ethic for several years and I was confident my money would be cared for by him. He lives and breathes this stuff. My guess is he reads financial reports to relax after a long day. Crazy, but I bet it’s true. Very thorough, and willing to seek answers if he doesn’t know them off the top of his head, he’s the real deal. Highly recommend!

John Kossak: I have known Erik for many years after my account was transferred to him by another EJ Rep. Though it was not my choice I thought I would give it my best effort. It Really paid off for me and my family. Because of the advice and direction from Erik and following the plan(s) he suggested i will be able to retire in 18-months. Erik and Terese have always been professional and organized and have respected mine and my families wishes and plans for our future.

Bonni Salley: My late husband and his family have trusted Edward Jones for many years. When Erik Hansen came to this area we chose him to be our Advisor. He and my husband managed our portfolio as it was "above my head." After his death, I needed to get more involved. Erik was very patient and caring. He would explain everything to me in a way that even I could understand. I trust him explicitly. Before a make any major decision that effects my financial status, I always talk it over with him. I would (and have) recommended him to my friends. I was concerned when the market started dropping due to the pandemic. I called Erik and he told me to hold tight which calmed me. He was right! By the way, my portfolio is doing great.

Joyce Macauley: We have been clients of Eric for many, many years and have been very happy with the services provided. We have recommended him to many of our family and friends also. My parents decided to move their portfolio to Eric after their advisor never met or called them with updates. Eric is a very knowledgeable advisor and just a very nice guy! Love this place!

John Ringle: Critical:ProfessionalismThey will send you pictures of there family and act like your best friends. Then when they decide they are not making enough off of you they dump you to some person in some other state after years. Run away and don't look back there are great financial advisors out there that actually want you to do well.

Drew C: Erik is a trustworthy and knowledgable advisor/ planner. He has the clients best interest in mind not his own. I have been a client for years and have only seen his business grow due to his honest approach.