Bridge Wealth Management - Flint (MI)

Rick Hoffman Retirement is a very scary thing to do these days. My Husband and myself meet Charles and David Bartman at one of the many summaries we went to. We were on the hunt to find a good financial advisor. We choice the Senior Financial Center because David Batman was very knowledgeable about investments and how to make our money grow. We have meet with David several times and we already feel welcomed by everyone in his office (they are polite- friendly). We trust the Senior Financial Center with our retirement investments. You will not be disappointed if you choice David Bartman, you can retire knowing they have your back.

Alaina Zhang I had a great experience working with Rich on securing my disability insurance. He was knowledgeable, responsive, and had my best interests in mind. He took the time to explain every detail clearly, answered all my (many!) questions with patience, and helped me feel confident with choosing the right policy that covered all my needs. I highly recommend Rich to any medical professional looking for trustworthy disability insurance guidance!

MsMoua01 Jalicia was very kind and helpful. She helped me opened a business account and I couldn’t be more happier. I also met with Manager Lena who was also very kind. I would recommend Fifth Third Bank to anyone who’s looking to open a bank account.

Joseph Lanz I met Dan Haines after interviewing several advisors, including some big name providers, when I was contemplating retirement over three years ago. Dan’s review, analysis and guidance convinced me the time was right and that I could enjoy a comfortable retirement. Since retiring Dan’s ongoing support has been invaluable. Dan’s recommendations to secure my assets during recent market turbulence proved to be exactly the right choices. A recent meeting with Dan and Doug Voisard specifically addressed my concerns about meeting increased medical costs as I age. Dan and Doug provided a thoughtful and fact-based analysis which reassured both me, and my children, that I’m well prepared for that future. I trust Dan implicitly.

Geraldine Wilson On 6/2/23 I contacted CFCU’s main number and I spoke with your Customer Service Representative by the name of ‘Jose’. Jose was polite, helpful and took the time to address my questions and provide me with clear answers. It was a pleasure speaking with a representative who still understands the importance of “customer service”. Jose is a prime example of why members like me, love Chief Financial Credit Union! Thank you Jose for being so kind and such a pleasure to speak with.

Jake Bruce As first-time home buyers with absolutely no knowledge about how to purchase a home, we couldnt have asked for a better person to guide us through the process than Carol Nowland. From start to finish, she supported us every step of the way with patience, clarity, and genuine care. She was always quick to answer our (many!) questions, and we felt completely comfortable trusting her advice. Carol made what could have been a stressful experience feel smooth and manageable. Were so happy we got to work with her and would highly recommend her to any first-time home buyers. Thank you, Carol!!

SharonG Top notch! Sam is professional, experienced, very knowledgeable, and passionate about helping you reach your goals. Gerda is the "extra value" and an essential member to their team. She is amazing! Thank you, YDFS, for helping us these past 10+ years to plan and now realize our retirement dream.