Bluewater Transaction Advisors LLC - Warren (MI)

kristina rehfus Jason is someone you can trust with your Financial planning and retirement goals. Everytime I have had a question or need assistance with my 401K, he was there explaining options. It’s nice to know you have options explained on how I see my future. Maria has done my and my husbands taxes for the last few years and I won’t go anywhere else. It’s nice to know my financial needs are in good hands. Highly recommend Thank you to the entire team!

Anne Burlington I have been working with Financial Services of America and my advisor for a few years now. Originally met them at a seminar I attended. I have received great service from my advisor & his service team. Love them!!! I always look forward to the warm cookie when I go into the office. Its a sweet touch!

Dave Borghese Ryan Gliwa is always so accompanying and ready to provide an analysis at a moments notice.

Ernest Daniels I run a bakery and café in a college town, and I wanted to offer a wider menu and renovate our seating area before the school year started. Cash flow was tight during the summer, so I turned to an MCA. It gave us the funding we needed without jumping through the hoops of traditional banks. We used it for new kitchen equipment and minor upgrades. When students came back, sales jumped 30%. Repaying the advance through credit card sales felt effortless it aligned with our busy and slow days.!!

Tim Hoffman Have met with Peak Wealth Mgmt. three times now as part of their fixed price financial planning process. Thus far my experience has been great. The Peak Team is attentive to my needs, well-prepared for our meetings, courteous and have made solid recommendations. They have provided clarity and strong advice on our financial plan and I look forward to our future meetings with them.

Reina Jenkins I might be biased, but I LOVE CHERRY TREE!!! (:

Andy Campbell Andre “Tax Man” Tirado and the Michigan Business & Personal Tax Center family provide a superior Business Consulting service! They meet their motto 100%, Your One~Stop Business Development Office Our Services Are Tailored to Fit Your Unique Business Style Definitely go to see Andre Tirado if you want your business to better than the rest! You will find strong leadership and decisive decision making skills when you meet him! Andy Campbell