Captrust Financial Advisors - Ann Arbor (MI)

Georgia Jones These people are awesome caring and compassionate, I been a member since 1997, and I love the servicing to all my accounts and I applaud the management as well as all the friendly tellers and most of all Margie, who specializes in the loan dept. The smiling faces and courtesies extended are so welcoming, but most of all I can count on Financial Plus when circumstances get tight and I need some help and they have never let me down. Thank you all for excellent service. I will always be a loyal member.

John Barrett The service was great walked in and was waited on right away. I really like it when they ask is there anything we can do for you.

Bob Bobby I spoke with Brian Treppa today in his office about a unique tax situation for cross border taxes. He referred me to someone who was an expert in this area. Brian and his staff are very personable, helpful and professional. I greatly appreciate them helping me with a complicated matter. I’ll definitely recommend them in the future.

Melissa Allen I reached out to Ed when I was facing an IRS lien, mounting penalties, and no clear way forward. From the very beginning, Ed was responsive, knowledgeable, and genuinely committed to helping me get back on track. He took the time to understand my situation in detail and put together a clear plan of action. Ed successfully negotiated a manageable payment plan for me, helped get some of the penalties reduced through abatement, and guided me through the process of resolving the lien. His expertise and persistence made a stressful situation so much easier. If youre dealing with the IRS and feel overwhelmed, Ed is the person you want in your corner.