Carrie Cole Financial Services - Livonia (MI)

Arina Borja She’s a very wonderful lady and very helpful. She made sure I got a good amount back when I was having trouble trying to file on my own. I’m very appreciative of Mrs Jessica go file with her if you need your Taxes done and done right

Rodney Julvezan My Representative Steve is on point. Very thorough, calls, explains things out, finds my goals.

Christine Acob After taking the time to understand my unique financial situation and retirement goals, John Herbert and his team provided thoughtful, expert guidance in managing my portfolio and reducing risk. Thanks to their help, I’m enjoying the retirement I had always hoped for—with peace of mind and confidence in my financial future.

Suzana M. Gjekaj I have had the privilege of working with Mark Ivezaj for more than 19 years, and I can confidently say that his expertise and dedication have been instrumental in securing my financial future. From the outset, Mark took the time to understand my unique financial goals and crafted a personalized strategy that has consistently delivered results. His proactive approach, coupled with clear and timely communication, has provided me with peace of mind, knowing that my financial well-being is in capable hands. What truly sets Mark apart is his unwavering commitment to acting in my best interests, no matter where I am serving (active duty military) around the world. He has consistently provided transparent advice, ensuring that I am well-informed and able to make decisions aligned with my long-term & short-term objectives. Over nearly two decades, Mark has not only been a trusted advisor but also a valued partner in my financial journey. His integrity, professionalism, and genuine care for his clients are qualities I deeply appreciate. Its the same reason I’ve referred him to my parents, siblings, and closest friends as their financial consultant. I wholeheartedly recommend Mark Ivezaj to anyone seeking a financial advisor who combines deep expertise with a personal touch. His dedication to his clients success is truly commendable.

William Boyd Before working with Jordan at True Wealth, I really struggled with knowing if my money will last. After working with him and his sophisticated tools and guidance, I feel confident in my current and future spending rates. Jordan also helped me determine my estimated quarterly tax payments with much greater accuracy and all at a significant cost savings to me.

Steve Gussan Love this location very nice staff and they helped me out in every way they can my only problem is not in this location is with mortgage center they did not keep their promise Im having easy access to payments through the app and also not being able to check the payments through Zeal credit Union or knowing how much if it changed or when is it due or any other information that needed at the time it is very irritating every time I have to make the payment. I hope this problem gets resolved very soon