Center for Wealth Management - Troy (MI)

5 /5 Tom Michaels: We began working with Rob Moore and the Center for Wealth Management over 20 years ago, when I changed jobs and did a rollover; I invested 50% with Rob and 50% with another firm. Over the three-year review, Rob’s investments not only had a higher return but the expenses were also much less. Rob has done a great job creating a well-designed retirement plan, helping us save for kids’ college, and strategizing to find the right mix of investments aligned to our risk tolerance, while keeping it diverse and minimizing expenses. Rob has in-depth knowledge of the market and projects honesty and fair balance in the information he shares. He’s dedicated to continued growth and learning, proactive in reaching out, a strong communicator, and a caring family man. Anytime someone we know is looking for a trusted financial advisor, we recommend Rob; my parents, our children and their spouses, and some work colleagues have all partnered with CWM. I can state with confidence that all have been impressed by his knowledge and professionalism and pleased with the investment advice provided in a timely manner. The most important benefit from working with Rob is the ability to gain information on a wide variety of financial products and stay up to date on market changes, my taxes, and avenues best suited for my investment goals (both short term and long term). We are blessed to be able to go into retirement with peace and comfort knowing we have the means to leave a legacy to our family and charities we support. We are grateful for the coaching and insights Rob and CWM shared with us to make this possible. We trust that they are working with us and for us. - Tom & Laura Michaels

5 /5 Paul Kozerski: My 10 year relationship with CWM have been most rewarding. Their folks are immediately responsive to my needs and always have kept my best financial interests foremost in importance.

5 /5 Cathy Craig: My husband and I met Justin Williamson when my husbands employer offered a meeting with financial advisors from the firm Justin was working for at the time. We were very impressed with him and his approach to help us meet our retirement goals. We have been able to successfully put our children through college and navigate some financial crazy times with Justins help. I am happy to say that we have been clients of Justins for about nine years, and we have recommended him to numerous people over the years, including our children. We are now happily in retirement and looking forward to continuing our relationship with Justin.

5 /5 Don VanDePutte: The team at the Center for Wealth Management have been very helpful in allowing me to realize my goals for a quality lifestyle in retirement. I would recommend them to anyone that asks.

5 /5 Jim Weber: I highly recommend and trust them with my retirement investments. They are always friendly and available for questions. They allow for flexibility and accommodate my wishes.