Charles Howe, Financial Consultant - Dearborn Heights (MI)

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.

Jon Brickner Ethical. Culture of high expectations. Building an exceptional digital experience to put clients at the center of their financial life with an advisor to walk along side.

Shelli Eaton Maria is absolutely amazing. She’s a wealth of knowledge. She’s great at explaining the process, what to do and not to do and kept us informed at all steps. And she’s friendly, patient and kind. We were grateful to have Maria to make a stressful process smooth. Five stars!

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.

Richard Endicott Great

Elizabeth Wetters Will go above and beyond to help a client.

Waymond Floyd Truly some great people! A comfortable experience. No grey clouds at all in that building they make you feel like friends almost family and not because you’re doing business with them. We shared information totally unrelated to the business we were working on and they also give great advice and helpful information unrelated to the business we kept. I trust them with my business and appreciate a listening ear.

Michael Korte Ken was a very nice guy and was great to work with. He knows a lot about investing and it shows.

Lisa Smith Today, I worked with Shannon regarding a financial matter. She demonstrated extreme patience and kindness as she walked me through the entire process. In such a fast paced world, its not often that I see such amazing customer service. It was a pleasure to work with her.

Denise W Always friendly, informative and helpful.