Complete Financial Planning - Flint (MI)

Breeze Sailor Theyre doing a great job for our association.

TLP Professional, kind, and great customer service! They process claims in 7-10 business days, after you provide all documents needed.

Nan Fichtenbaum Jeremy (havent met Jim) is a fiduciary planner whom you feel you can trust from your first meeting. He is confident in his ability to meet your goals. He is a focused listener who asks insightful questions as he builds relationships within a very comfortable and fun environment.

Kimberly Hooper I inherited an IRA annuity and sought advice from Robert on what to do next. Rather than doing a fee-only service, it was set up for him to be my financial adviser. He encouraged me to move another inherited IRA account, which he also managed. Less than a year later he...quit. Took himself off the accounts. I had asked him in email to explain what was happening in the market because the accounts had been losing money, and rather than give me an explanation, he just quit. I had only met with him a few times, and there werent phone calls, or much email contact, so I know I didnt take up too much of his time. I have no explanation for why a financial adviser would choose to quit rather than answer questions. I would not recommend him, especially since the adviser on the account he encouraged me to move DID answer any questions I had, which is what I thought an adviser was supposed to do.

Diann Dupuis We have been with Custom Wealth Solutions since they were actually a different name. Both my husband and I are very happy with the expert advice, prompt market strategy moves to protect our assets, and staff that genuinely care about their clients. This is a company I recommend and have entrusted with our retirement investments.

Kyle Walker I have been very pleased with the planning provided by The Foundry Financial. Bryndon and his team take the time to educate us on the big picture of financial planning and actively listen to ensure the planning strategy fits our overall goals and objectives. They have great tools and resources so I can get an instant snapshot at one portal. In what seems to be a fast paced/confusing industry they cut through the noise to guide, prepare, protect and plan.