Comerica Business Credit - Detroit (MI)

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

Jerry R I have been working with Bridge Wealth Management for the last 4 years. Alex, Tim and Rosemary do a great job handling my investments and are always looking to find ways to make my money grow. I am confident in their abilities and highly recommend this company!

Tyra Moore MoneySmart is the best tax office Ive ever been to and virtually at that. Fast, reliable communication and service and I didnt even have to leave my bed to file. Definitely will continue to use their services every year!!

Tom Byram Good people, I wish they were closer to my home

Alaina Zhang I had a great experience working with Rich on securing my disability insurance. He was knowledgeable, responsive, and had my best interests in mind. He took the time to explain every detail clearly, answered all my (many!) questions with patience, and helped me feel confident with choosing the right policy that covered all my needs. I highly recommend Rich to any medical professional looking for trustworthy disability insurance guidance!

Shane Davis As a salon owner, I sometimes need extra funds for equipment upgrades and product stocking. The loan process was smooth and fast, with clear communication at every step. The funds arrived on time, allowing me to purchase new styling chairs and expand services for my clients. A truly five-star experience.

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