Cornerstone Community Financial Credit Union - Sterling Heights (MI)

Migliore Family Frank Cherniawski of the Wealth Management Institute has been our financial advisor for over ten years now. Frank is honest, trustworthy, objective, and personable. He has guided us through numerous financial challenges (investment decisions, paying for college, starting a new business, tax situations, etc.) and has been instrumental in our retirement planning. I also appreciate the fact that Frank is independent and does not advocate for or represent a specific financial services company. We continue to refer Frank to our friends and family seeking assistance with their financial matters. I would highly recommend Frank to those looking for objective, independent, and thoughtful assistance with their financial planning and wealth management challenges.

Amber Russell I wish I could give this business 10 stars!! I was so nervous before I had my appointment and was instantly made felt welcome as I was greeted and offered something to drink as soon as I walked in. I can’t thank him enough for helping me set in place a game plan for myself to help not only myself but my family for the future!! He made me feel so at ease and truly broke everything down so I could fully understand without making me feel stupid. I really appreciate all the help and guidance!! I would Recommend this location to everyone if you haven’t set up your appointment yet go do it!!

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.

Q Khan I got my Auto loan with Lilly Singh. What an incredible experience. I was in a hurry to get the loan as I had to return my leased vehicle. I called them up and Lilly managed everything over the phone. She even sent the check overnight to lease bank. Painless, hassle free, wonderful experience. I would recommend anyone to Lilly in a heart beat. Thank you for your service Lilly.

Park Digwig The best financial advisor we’ve had yet. Really pays attention to your goals and assists you with making decisions. We’ve only made money since switching over to Dan.

Morgan Mickens I was first introduced to J & F Advisors during a tax seminar for business professionals. I was impressed by their content, wealth of knowledge and delivery and knew I wanted them to help get my taxes and accounting affairs in order as my new business was starting to grow. Robyn worked with me and she was attentive, patient in answering all of my questions, accommodating, responsive and delivered what was expected and more. Id definitely recommend J & F Advisors!

Bonnie DuPrey My experience has always been positive. All my questions are answered and if I have questions at a later date I dont hesitate to call and Im always taken care of. Very pleasant people to work with and are there if you need them. Theyre the best!!