AAM Financial Planning and Investments - Wyoming (MI)

Maureen Latimer Very professional great person to work with and his co worker Jennifer is great

Denise Gonzalez My paycheck was delayed, so I used the borrow until payday option. Enrique was very understanding and helped me get through the online process easily. Money was available within hours. Just a heads-up: fees are higher if you keep the loan longer.

Brent Lubahn Chris is great to work with and has been very helpful in preparing us for retirement.

Kimberly Hooper I inherited an IRA annuity and sought advice from Robert on what to do next. Rather than doing a fee-only service, it was set up for him to be my financial adviser. He encouraged me to move another inherited IRA account, which he also managed. Less than a year later he...quit. Took himself off the accounts. I had asked him in email to explain what was happening in the market because the accounts had been losing money, and rather than give me an explanation, he just quit. I had only met with him a few times, and there werent phone calls, or much email contact, so I know I didnt take up too much of his time. I have no explanation for why a financial adviser would choose to quit rather than answer questions. I would not recommend him, especially since the adviser on the account he encouraged me to move DID answer any questions I had, which is what I thought an adviser was supposed to do.

Wmorrell Morrell g5

Charlie Weve been with Flynn Wealth Partners for 15 years now. We love that they treat us like their best clients! Weve gotten great advice, and they helped us know that we dont need to panic when the news would suggest otherwise. If we need urgent help with a life-changing decision, they have squeezed us into the next days schedule. Theyre always available if we need some advice or insight on a subject. Everyone is friendly and treats us like friends, not just clients. We never could have planned our financial future alone as good as weve had with their help. We would highly recommend them to anyone. When should you start? Last year. But dont wait for "the optimum" time, or when you have lots of money. Start today, build a plan, and let them execute it for you.

Lauri Watts Mark and his team are very professional and knowledgeable. They make a transition/roll over very smooth.

Catherine DuBois Craig is honest, smart and experienced. We feel very comfortable with his direction and assistance with our finances. He explains our options very well.