Bluewater Transaction Advisors LLC - Warren (MI)

Richard Schaut Joe and his Professional staff are Awesome! Get to know them and you’ll feel the same.

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.

Donald Covington I switched from another company to Steve and my Money has been moving in the right direction ever since. So far so good.

sam gray Had a truly wonderful experience here. Megan is so helpful and always so nice. Shes a very valuable asset to the credit union. Thank you for being so kind.

Susan key Jon Russell takes time to explain financial tools and plan for a successful retirement.

Jessica Jessica Bookkeeping Made Simple LLC has everything you want from a bookkeeper: knowledgeable about QuickBooks, efficient, strategic, honest, and pricing that is competitive. I work with many small businesses, and I can tell they have a passion for math!

Winnia Ingram Thank you for a wonderful event. The extra things you do are so nice. We are fortunate to be part of the Dodson Family. Peter and his staff are amazing and so easy to work with. They are very accommodating and have helped us understand what we need to do heading into retirement. Thank you for taking great care of our Financial Planning needs.

Mark Schick Overall a very bad experience from a greedy advisor who prioritized his interest over that of his clients. Use caution when dealing with Mercer Advisors.