Citizens - Warren (MI)

Charlene Praay Had a slight error at the bank today and I called and reached Sue from M.O. at the call center, she was super friendly, very helpful and a great conversation! Thank you so much for having someone like her on your team!

Tricia Bailey Great practice! They have helped me to help my clients numerous times!

john justice Very Freindly and nice staff.

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

William Macmain These guys are fantastic! Always very helpful and make sure I’m happy with my purchase!!! Always check this place out before you go anywhere else!!

barbara evanoff Upon the death of my Dad, his accounts were distributed according to his wishes. When my account was set up, with NO ATM card. My then husband checked my mail, found a Debit Card, set it up, And withdrew $4,500!! The account manager called and asked about the withdrawals, and I reminded her, that theres no ATM card! She reviewed my original application and agreed. No ATM and was to have started an investigation. Nothing was done,its been 17 years. No investigation, but Ive been told during the first 3 years that Raymond and James Corporate was going to start it. Their fees are outrageous! Ive not spoken to an agent within the last couple of years...

Kathy tran Company is not reliable, I suggest you find a different loan officer. Marnie Rodriguez has dragged my loan on from Oct-Nov till now and still haven’t heard anything. I have paid $750 for the appraisal and sent her everything that was required. She had all the information and failed to submit it in a timely manner. I haven’t heard back from her in 3 weeks.