Brian Van Hevel - Thrivent - Shelby Township (MI)

Tom Cleland Pretty happy so far

Edward Joubran Marie Nicholson - outstanding service and support. She took care of me several years ago and recently I refereed a very close family member - she was great as usual. Very detailed young lady. Respectable and thorough.

Brian Ferrick Great!

Nick Biskelonis Lindsay has been great to work with. Her knowledge, experience and expertise helps us feel confident in our financial plans. Lindsay is also very kind and genuinely cares about our familys future goals.

David Wissinger They helped me manage my investments and tax strategies . It was easy and they have a wealth of knowledge. I would recommend them to anyone.