Advantage Wealth Benefit and Retirement Services LLC - St Clair Shores (MI)

Alex Rodnick Brian is a great guy. Hes very professional and was very welcoming when I joined the Livonia Chamber.

Alan Olweean The preparer has been nothing but professional all the time I have been using her. Friendly and very knowledgeable. Confidence is what I am most impressed about Pam.

The-Numerologist Man-of-Numbers-2023 This is the best Banking I have ever done. Number ONE: thier security coverage over non authorized transaction are truely fantastic. They have protected me many times since I have been scammed on unauthorized purchases. Number TWO: The staff all of them are exceptiona, friendly & quick to service thier costomers. Thier staff member name Jackie, she is the best and has really helped me a lot. Thank you Jackie, all of you thank you as well

Lashawn Green Uncle Rob gets the job done Hes been there for many of years. Always been fair prices. Has the state of the art Diagnostic machine.

Von Miller My wife and I have been using Costello Financial Planning for almost 5 years now and have been extremely satisfied with their services. We have a fairly complicated financial life and Rob Costello has been a tremendous help in helping us organize all of the moving parts into a comprehensive financial plan to achieve all of our life goals. His services go way beyond just asset allocation and portfolio management. He is also very knowledgeable about estate planning, insurance needs, saving for college, business planning and retirement planning - and he takes a holistic approach to make sure that all of these areas work together. Rob is extremely friendly, a good communicator, and speaks TO us, not at us, or down to us. He takes the time to thoroughly explain the pros and cons of available options, gives us his recommendations, but allows us to make the final decision. And being a strictly fee-based fiduciary, we can contact him as often as needed and never have to worry about conflicts of interest or being pushed into investments that arent right for us. We highly recommend Costello Financial Planning to anyone looking to get their financial life in order.

Jan Davis As I have reported to BBB, I have found Tom Pressey to be honest, caring and forthright. The team is dedicated to making your investment situation understandable and profitable without losing the human factor. Humor must be involved in volatile financial seasons and I appreciate Toms ability to keep things in perspective. Just one meeting will give you the feeling of his integrity and character.

Michael Colburn Professional..experienced and great to work with

Dawn Bruderick Steve has worked with us for decades. Professional, knowledgeable, responsive and his investments did everything he projected. I would highly recommend Steve.