Drake Financial Group-Primerica 84th St, Byron Center

Drake Financial Group-Primerica Reviews

• S

  Scott Holzwarth
  5

  We were randomly matched with Abby Lininger from Drake Financial Group and my wife and I could not be happier by moving our asset management into her control. It happens to be that Abby was one of my Mother's favorite middle school students! From the beginning of the process, Abby was patient and attentive to our questions and long term financial goals. She made the process simple for us to follow to get all of our accounts transferred over to her. We are really looking forward to enhancing our portfolio in the future by leveraging Abby's expertise with financial planning.

  Response from the owner

  Thank you so much, it has been a pleasure working with you both and I hope it’s the start of a long and fruitful working relationship. Your Mom was one of my favorite teachers too, such a fun connection :)

• J

  Jennifer Schoenborn
  5

  My husband and I found Abby(Lininger)when we were interviewing Financial Advisors. Abby was our first and last interview. She impressed the both of us so much that while we allowed for cursory (wholly unimpressive) interviews, our minds were already made up (she set a rather high bar). Abby knows her audience and her business and handles both with professionalism and intellect without making the "every man" feel inferior. Abby listens and respects the opinions of her clients and prospects alike. We highly recommend her services without question!

  Response from the owner

  Jen, you flatter me! Thank you so much for your kind words, it's clients like you that make me love my work.

• T

  Travis Sikkema
  5

  If you're concerned at all (even if you're not) about your future finances, get ahold of Abby. With everything in my soul, she's worth sitting down with to talk about how to set your future self for a win.

  Response from the owner

  Thank you so much…I AND your future self thank you!

• M

  Michael Freeman
  5

  I didn't choose Abby as an advisor because she was the first one I found, worked with, or considered. She was however the first advisor that is in business for those that she serves. She does what she does because she does not want to see people struggle. She wants to see people thrive. There are so many advisors out there that care little about your future and a great deal about their paychecks. This is not Abby and Drake Financial Group. Her slogan is, "I'm not your mama's financial advisor" and I'd agree. Here are a few points that sold me on her guidance. 1) She requires both partiers in a relationship to be present (She wants to make sure that no matter what both individuals in a relationship understand their financial path.) 2) She laid out an extremely clear synopsis of our finances, debt, and future trajectory. 3) Her advise makes sense. Because we have debt that eats our income she focused first on ensuring we have 6 months of cash to survive just in case. Then on paying debt and then on investing. 4) She made me feel like I had control and she was my guide in growing my future by answering my questions with logic and realistic examples. Since our first meeting I elected to invest money with her and here is why. Her roadmap has helped me pay off our vehicles, gave us a structured focused to pay student loans, and the potential for a higher rate of return on money that I had been investing elsewhere. I feel extremely confident in our financial future and have literally recommended Abby to every single person in my network since we started working the plan she provided. I am eternally grateful and truly believe she is better then the advisor you are currently working with.

  Response from the owner

  Thank you so much! I have loved working with you guys and you have truly captured the heart behind what I do.

• M

  Michelle Hoffner
  5

  Abby Lininger has consistently provided us solid financial advice, and made life-changing recommendations to set up our family for financial success. She is personable, friendly, and non-judgemental. You can choose to be as involved (or not) as you want in your investments. She makes it easy! Very highly recommend!

  Response from the owner

  Thank you so much Michelle! It has been a joy working with you and getting to know you over the years.

• L

  Lauren Daigle
  5

  Abby did a great job of helping us get our life insurance in order, which is so important. We are grateful for her guidance, knowledge, and listening ear.

  Response from the owner

  Thank you for the review Lauren! It's a pleasure working with your sweet family.

• W

  Wallie Galle
  5

  Very happy with the service and hospitality in our experience with Abby at Drake. Her approach to gathering and protecting our information and preparing the recommendations and planning was through and complete. we look forward to continued success in our future.

  Response from the owner

  Thank you so much Wallie, it's my pleasure and I look forward to that continued success as well.

• J

  James Collins
  5

  When I left my last place of employment I switched financial advisors. I couldn't be happier. Abby invested part of my rollover into an annuity fund that has done great during the pandemic with little to no risk. I finally feel retirement could be just around the corner now.

  Response from the owner

  Thanks Jim, I'm so glad you're happy with our service!

• A

  Allen Gilbert
  5

  Abby has been great to work with and is very knowledgeable while listening to what your goals and plans are for your future. Definitely give her a call!

  Response from the owner

  Thank you so much Allen, it's always great talking with you and your wife.

• L

  Lia B
  5

  We have been very satisfied with the knowledgeable, reliable, professional help and guidance we have been given in our financial planning! We really trust their judgement and expertise on everything. We’re always answered very quickly when we have a question or concern and it’s made the whole process so stressLESS!

  Response from the owner

  Thank you so much Lia! That is exactly our goal, so we're so glad to hear that has been your experience.