Captrust Financial Advisors - Ann Arbor (MI)

Joanne Hessen If youre looking for a financial partner who will put your interests first, look to Foguth Financial. I highly recommend them to anyone seeking expert financial guidance and personalized service. They take the time to understand your situation, goals and risk tolerance. Very happy we decided to move to Foguth Financual.

Upper Excelon I’ve been using the services of this tax accounting firm for both my personal and business taxes, and I must say that I was thoroughly impressed with the level of service I received. From the moment when I call in the representative was very helpful and when I arrived in person I was greeted by friendly and knowledgeable receptionist who made me feel at ease. The Hassan was able to answer all of my questions and provide me with expert advice on how to optimize my tax situation. They are professional and efficient throughout the entire process, and I was able to get my taxes filed on time without any issues. I also appreciated the family-oriented aspect of this firm. Which made me feel like I was part of a community rather than just a client. Its clear they actually care about their clients. Overall, I would highly recommend this tax accounting firm to anyone in need of personal or business tax services. They are knowledgeable, friendly, and professional, and they truly go above and beyond to ensure that their clients are satisfied.

Cheryl Daly I have referred clients to Donna over the years, especially when they have retirement planning issues related to social security and/or tax planning. Very friendly and professional.

Damon Vander Berg Always exceptional service over phone, in person and email. I never struggle to get my questions answered and in contact with the branch. Anita and Ashley have been super kind and helpful through refinancing my auto-loan, getting a new credit and debit card, and getting set up with multiple banking accounts.

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.

Tayanna Butler Alyssa was very helpful! She provided amazing customer service and helped me to the best of her abilities thank you so much!!!! Great vibes in here as well no bad attitudes at all!

Lise Mike Anderson and his staff simply could not be more attentive and caring. I feel so blessed being taken care of by them and the Stifel group

Casey Smith Brie was absolutely wonderful! She patiently answered all my questions and never made me feel rushed. It was a great experience overall!