Chief Financial Credit Union - Troy (MI)

Sarah Pettenger We absolutely love working with Blumark! In our first few meetings, our Financial Advisers had us complete a financial portfolio and set financial goals for ourselves. They showed us that we could save more money each month then what we thought we could. Two years later, we had saved enough for a down payment on our dream home. Also, Blumark helped us with our estate planning. Its something we hope we never need but are so thankful to know that our loved ones will be taken care of, if something should happen. We loved working with Blumark so much, I referred my parents to them for help with their retirement planning.

Gary Parmentier George and Krista are awesome. They are soooo helpful . Donna and I think theyre caring and we trust them with all our possessions.

Chris Murphy Ive banked with them for a while and the staff has always been very helpful and doing loans is very simple with them as well! I highly recommend their banking services!

Susan key Jon Russell takes time to explain financial tools and plan for a successful retirement.

Cari Olekszyk Pete has been tremendous helping us confidently prepare for our retirement. His knowledge and advice are so valuable especially navigating through uncertainty. We couldn’t be more satisfied with our Modern Wealth Management experience.

Matthew Watson The staff was very friendly. The application process was quick and easy. I got the funds I needed within 24 hours. Great experience! Sherri was Awesome!

Larry Hennessee Excellent reputation and solid advice. Highly recommended...