Bernier Wealth Management - Southfield (MI)

Scott Nashlon I could not recommend Nick and his team more. They are both so friendly and they are doing a phenomenal job managing our money. Thank you and keep up the great work!

Barbara Manning Michael Mullowney cares for you and your money. Taking the time to get to know you and offer the products you need.

Allison Wickens I had an amazing experience at Community Choice! Chelsea was nothing but amazing! She made me feel welcomed and excited to know my money will be safe in their hands! I definitely cannot recommend them enough. Coming from a different bank who did NOT care or show effort in caring for, it was definitely a breath of fresh air! 10/10

Lynn B. I have worked with Fineberg Wealth Management for 13 years. Zachary is a true fiduciary, managing my portfolio with prudence and competence. He has helped me minimize tax exposure while consistently growing my assets. He has always been responsive to my needs, questions and directions. He is a knowledgeable advisor and I highly recommend his services.

Bill Joyner Knowledgeable and very open about how and why they are making recommendations. Appreciate their unique perspective. Would recommend them to others.

SHERYl KNIGHT I just called trying to find my representative for my account and the gentleman that answered the phone was very rude telling me hes not my representative and hung up on me. WOW.

Janna Flory Andy O was an absolute pleasure to work with. He partnered with me in finding out my goals for home buying and coached me through the entire process. Andy provided education on mortgage financing options and didnt pressure me to make any decisions I was not comfortable with. Andy and his time were quick to answer ANY questions I had throughout the home buying process and ensured all deadlines were met on time. We will definitely be working with Andy and his team again in the future when his services are needed. Thank you, Andy (and team) for such a wonderful home buying experience!

Spivey Michael Ive been banking with this financial institution for over nine years and I love their professional staff for such a great effort.

Alana Jarl I am feeling very secure with C2 Private Wealth. After attending the retirement education course and having a few meetings with Jake, I felt very confident with the education I received and the plan of action for retirement. I highly recommend taking C2 educational class if you are thinking about retiring in the near/far future. It is very informative.