Bernier Wealth Management - Southfield (MI)

Sarah Pettenger We absolutely love working with Blumark! In our first few meetings, our Financial Advisers had us complete a financial portfolio and set financial goals for ourselves. They showed us that we could save more money each month then what we thought we could. Two years later, we had saved enough for a down payment on our dream home. Also, Blumark helped us with our estate planning. Its something we hope we never need but are so thankful to know that our loved ones will be taken care of, if something should happen. We loved working with Blumark so much, I referred my parents to them for help with their retirement planning.

Andrea Wallace Came into the branch to initiation a wire transaction for the first time. Corey was extremely patient and helpful walking me through the process for the first time. Great experience and made banking easy.

Ethan Ruhland I cannot overstate how happy we have been with the guidance and support of Nick and Jasmine since we first started working with Castle Financial two years ago. We initially utilized their help with life and disability insurance needs, and were so happy with that process that when it came time to really take control of our financial future we knew just where to go.

Bruce Geffen Jim and his parents and all who help out at NHC are the BEST! You cant get better service for your taxes or any of your financial/accounting needs. They are the very true definition of a mom and pop operation that delivers personalized customer service and outstanding benefits. You would be very hard pressed to find anyone better in the entire area.

Richard Tran Couldn’t be happier with the service! Would recommend to anyone looking for a financial advisor

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!!

king bush Beautiful service fast and kind people open very fast account for my daughter love this place and I love commerca bank