B & T Wealth Management - Rochester Hills (MI)

Pola Portaro Tina was very knowledgeable, efficient and very helpful. See her for you tax needs. You wont regret it.

Tonni Ogle Chapel My August review was awesome. I am so happy that I chose Jacobs financial 2-yrs ago for a fixed guarantee. If I’d put my money in the stock market, I wouldn’t done half as well. Great people and you haven’t been to one of their dinners, you gotta go.

Elizabeth Olney Jonathan is knowledgeable and trustworthy. He guided us through options for investing and gave us time to discuss what we wanted to do. If anything needed to change he was happy to do so. All it took was a phone call or email which was promptly responded to. I do recommend Jonathan Laundra to my friends and family.

Thomas Valk Al and Lori are fantastic. They take time to review all options and explain your situation honestly. Excellent service.

Mark Ebben Excellent PERSONAL financial planning!

Mike Rogers Our family has used Robert Wright of Complete Wealth Advisors for several years. We have found "Bob" to be a true professional and an expert in the field of Financial Planning, including investments, social security and estate planning. We highly recommend Robert Wright of Complete Wealth Advisors.

Bob Anderson Dennis has been my financial advisor for going on two decades. He has helped me secure my future by providing solid advice and guidance during both up and down times. Dennis and his team not only facilitate my financial management, but they give me the knowledge and tools to make my own educated decisions. As my abilities and needs have evolved, so have the FCM services. Everyone is always responsive, helpful, and professional. I look forward to continuing our working relationship into retirement.

Paolo Ranoso This was my first time buying a home/getting a mortgage. While I thought it would be a daunting process, Gigi Olegario helped me out through each phase and made everything very easy and understandable for me. She was always available and quick to respond. She also helped me lock in a great interest rate! I know this because I double-checked with other companies to be sure, and this was the real deal. She has a warm and caring personality and made the whole mortgage process an enjoyable experience.

James Wise They have advised us on our investments for many years!