Citizens - Taylor (MI)

Simone I cant express enough gratitude for the outstanding service provided by Patrick Yono. With his invaluable guidance and expertise, weve charted a path towards a secure financial future for my family. From the very first consultation, it was evident that Patrick was deeply committed to understanding our unique circumstances and goals. His personalized approach and attention to detail set him apart. Patrick took the time to thoroughly analyze our financial situation, patiently answering all our questions and concerns along the way. He presented comprehensive strategies tailored specifically to our needs, ensuring we felt empowered and informed at every step of the process. What truly impressed us was Patricks unwavering dedication to our long-term success. He didnt just offer quick fixes; instead, he crafted a holistic plan that accounts for both our immediate priorities and future aspirations. Through his insightful recommendations, weve been able to make informed decisions that align with our financial objectives, providing peace of mind for years to come. Moreover, Patrick demonstrated a remarkable level of professionalism and integrity throughout our interactions. He prioritized transparency and honesty, always putting our best interests first. Its clear that he genuinely cares about his clients well-being and goes above and beyond to ensure their financial security. Thanks to Patricks guidance, we now feel more confident about our financial outlook than ever before. I wholeheartedly recommend his services to anyone seeking expert financial advice and a trusted partner in securing their familys future. With Patrick by your side, youre not just investing in your finances; youre investing in peace of mind and prosperity.

Carol Thomas Everyone at OLV is personal yet extremely professional. All questions are answered quickly and thoroughly. When you meet with the advisor everything is explained in detail with electronic and paper backup. You are treated courteously and professionally.

Sports Finds Tom and BlackheathCM really took the time to understand my goals and set out a clear plan for me to follow. He is a fee-only financial planner, so I felt like the advice was genuine - and I wasnt sold a plan I didnt need. Would Highly recommend!

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

Diane Bradley Dont know what we would do without this great team of people to guide us through financial decisions!

Carol Galle Ralph is extremely trustworthy, friendly and helpful. I highly recommend him as a financial planner.