Boardwalk Wealth Management - Financial Advising - Ann Arbor (MI)

Tamika Collier Called customer service to check if I could cash a certain check there and the rep was beyond rude and condescending. Its really sad. Do better!

Nick Siroskey Dan Meister is an outstanding loan officer. Dan and his associates at DFCU handled our loan application, loan approval and mortgage closing professionally and promptly allowing us to close on the purchase of our new home in record time. Dan was always available to answer our phone calls and respond to our texts and emails wherever he was and at anytime of day or night. Thank you for your great service. I don’t think we could have done it with any other lender. Nick and Beth Siroskey

Gary R Great people there. Thank you all for the fundraisers to help our Grandaughter Cora. A special thanks to our niece Christine Sieracki and her coworkers.

Sandra Gutenkunst If you are looking for individualized, personalized, and customized service in the areas of retirement planning and preservation (including advanced tax planning), Asset Preservation Tax and Retirement Services delivers exactly this. Above all else, this is a company owned and managed by a financial advisor who puts his clients interests above his own gains. I have made multiple mistakes falling for falsely declared fiduciary sales pitches over the past several years. Fortunately, after attending a highly informative retirement seminar in Sterling Heights, MI, I was able to connect with the "team" and after a few meetings, I decided on the financial advisor best suited to guide me forward. I trust Justin Carlson and his team without reservation; the fact that my daughter and son-in-law who are positioned in D.C. became his clients as a result of my personal recommendation speaks volumes to the trust and faith I put in this fine individual and his team of financial advisors.

john justice Very Freindly and nice staff.

Dan Martin When I was in my mid 20s, I met with Ron Wiser. I remember the laminated binder we went through, with a hypothetical rate of return, and I was inspired to begin saving for retirement. I was introduced to Wes and others from the Wiser team that helped get a plan in place. That was 20 years ago, and Im so thankful for this connection and their service along the way. I appreciate their commitment to our community, and being willing to help everyone, even those just getting started with savings. Thank you Wiser Financial!!

scott After all the fees, the real interest rate was over 20%.

Michael Ferguson We just started with Irfan and are extremely happy. He worked with us to figure out our financial future. He is top 1% smart and has a great way of sifting through the detail to see what is really important. Highly recommended!