Blake Mico: Primerica - Financial Services - Shelby Township (MI)

Archer Dawn E (Arrow Dog Training) You will not find a better financial advisor than Erik. He has been managing our retirement funds for many years. He calls us on a regular basis to schedule an account review. This is so appreciated! Hes always there when we need him, returns calls promptly, and most importantly he takes the time to carefully understand our investment needs. Markets go up and down, but Eriks attention to our needs are steady and reliable. As well, Terese Kromer, Eriks office administrator, is the best! Top notch, friendly and professional! We could not ask for a better relationship.

Amber Anson I am being harassed by this man and company after he stole my social security card number. I demanded him to take me out of his system and he refused and said he would not be doing that. now he is sending me tons of emails saying I have an account with him and that he is my financial advisor. He is dishonest and a crook

Stephen Meier My retiring parents and I have been working with Adam Carlson for about a year now and I can say he has treated us with amazing service. He has guided us through multiple retirement transition decisions and has gratefully worked with us through communication challenges trying to get my parents and myself in meetings at the same time calling in from differing parts of the country. Adam is a true professional and I highly recommend.

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.

Marti OBrien Chad Dutcher and the expert staff at NPF Investment Advisors have been just phenomenal. Not only in growing my portfolio and helping me strategize/plan for my future...but also in helping me navigate the unexpected ups and downs of life. Simply put, they really care. Cannot recommend NPF highly enough!

Charlie Weve been with Flynn Wealth Partners for 15 years now. We love that they treat us like their best clients! Weve gotten great advice, and they helped us know that we dont need to panic when the news would suggest otherwise. If we need urgent help with a life-changing decision, they have squeezed us into the next days schedule. Theyre always available if we need some advice or insight on a subject. Everyone is friendly and treats us like friends, not just clients. We never could have planned our financial future alone as good as weve had with their help. We would highly recommend them to anyone. When should you start? Last year. But dont wait for "the optimum" time, or when you have lots of money. Start today, build a plan, and let them execute it for you.

Jo Ann Medina My Dearest Patricia and Front Office staff: How can I ever thank you enough for your support and assistance in resolving my family members’ estate. Your professionalism, courtesy, and compassion was up and beyond the call of duty. Thank you for allowing yourself to be used in blessing my life. Patricia, you and the entire staff are marvelous, wonderful, and very special people. Thank you and God Bless you all. With Much Gratitude, Jo Ann Medina

Tyra Moore MoneySmart is the best tax office Ive ever been to and virtually at that. Fast, reliable communication and service and I didnt even have to leave my bed to file. Definitely will continue to use their services every year!!