Bloom Advisors, Inc. - Farmington Hills (MI)

C. Thompson Took a big hit. Lost 15% in Rubino-managed investment account after over two years. Very disappointing, especially considering how the market is doing.

Diane Burton Wiza Anytime Ive called they have been very helpful for my questions. No matter how stupid my questions are. We merged from Parkway. Were both disabled and not very smart on our banking & insurance policies. Rhona who came from Parkway was so helpful & kind to us & understood our confusion. Good experiences with the other ladies too. Very kind ladies. Personalities with lots of kindness & empathy to our needs. Thank you for not making me feel stupid. Diane W

Hypatia Magyar I went here on a trip with my school and toured the facility. It seems nice! The view of the large forest surrounding the property is lovely, as well as the open, naturally lit facility. My dad says people who work in finance are dumb tho (paraphrasing)

Chelsea Johnson Called today to see what my options were with some debt that I have accumulated and spoke with Scott. He was so kind, considerate and incredibly helpful. If he was an indicator of the company than they are a truly wonderful company and resource.

Simone I cant express enough gratitude for the outstanding service provided by Patrick Yono. With his invaluable guidance and expertise, weve charted a path towards a secure financial future for my family. From the very first consultation, it was evident that Patrick was deeply committed to understanding our unique circumstances and goals. His personalized approach and attention to detail set him apart. Patrick took the time to thoroughly analyze our financial situation, patiently answering all our questions and concerns along the way. He presented comprehensive strategies tailored specifically to our needs, ensuring we felt empowered and informed at every step of the process. What truly impressed us was Patricks unwavering dedication to our long-term success. He didnt just offer quick fixes; instead, he crafted a holistic plan that accounts for both our immediate priorities and future aspirations. Through his insightful recommendations, weve been able to make informed decisions that align with our financial objectives, providing peace of mind for years to come. Moreover, Patrick demonstrated a remarkable level of professionalism and integrity throughout our interactions. He prioritized transparency and honesty, always putting our best interests first. Its clear that he genuinely cares about his clients well-being and goes above and beyond to ensure their financial security. Thanks to Patricks guidance, we now feel more confident about our financial outlook than ever before. I wholeheartedly recommend his services to anyone seeking expert financial advice and a trusted partner in securing their familys future. With Patrick by your side, youre not just investing in your finances; youre investing in peace of mind and prosperity.

Gregg Yeomans We met with Matt Clauser to review and consolidate our policies now that my wife and I are retired. Matt was very knowledgeable of the particulars of our policies and a pleasure to meet with. His follow-up was prompt and answered all of our outstanding questions.