Advance America - Taylor (MI)

Rebecca Esquivel Working with Valaise at Tried and True has been an entirely positive experience. She is responsive, organized, and helpful as well as warm, friendly, and caring. The combination of live meetings and streamlined tax organizer for submitting documents, asking questions, and sharing information is ideal. Based on my experience, Id highly recommend these services to others.

Oliver Collins I’ve known the owners at New Heights Financial for years on both a personal and professional basis. Not only are they “salt of the Earth” people, but they are also amazing at what they do professionally. Johnnie is my “go to” person when I have a retirement question or insurance question. You’re in good hands with the crew at NHF!!

David Wissinger They helped me manage my investments and tax strategies . It was easy and they have a wealth of knowledge. I would recommend them to anyone.

Brian Sneed Amazing experience working with the portage office! Sharon and her team go above and beyond to make sure all their customers are well taken care of. If you are looking for any financial planning, or life insurance don’t hesitate to give them an opportunity to serve you!

Diann Dupuis We have been with Custom Wealth Solutions since they were actually a different name. Both my husband and I are very happy with the expert advice, prompt market strategy moves to protect our assets, and staff that genuinely care about their clients. This is a company I recommend and have entrusted with our retirement investments.

Cj S The smallest kindness makes the biggest impact. Monica Beard made a caring, helpful, impactful difference with my family today under a tight timeline to help us out. We are grateful to this "saucey" professional & her ladies for truly caring about customers, their situation, and for getting it done. Thank you!!! Bank local, you are more than a number.

Brinn LaFave Brittany was wonderful and patient! I think some of the bad reviews might be people that are in desperate positions, which I understand are stressful, but this is my second time with the same location and I have never had a problem.