Craig W. Bastuba, AIF - At Aspen, LLC - Rochester (MI)

Emily Heeren Simms My husband and I have worked with Ben for many years. He and his team are always very professional. Ben has been able to assist us in planning for our future by giving advice on how to diversify our assets. He always takes the time to answer any questions we may have about the market and if he does not have an answer readily available gets back to us with an answer in a timely manner. We have referred family and friends to Ben and would recommend him to anyone looking for assistance with financial planning.

Haifa Nagi Just left, had the best experience. Timothy is amazing, took care of me and pretty much cleared out the lobby of people waiting. I was impressed.

Barry W We have been investing with Plan 4 Financial for 13 years. Whether it was Dennis, Jeff, or more recently, Nikki and Dan, our experiences have always been positive with exceptional results. We were especially impressed with Nikki and Dan because of their knowledge and understanding of the business and their pragmatic approach to our personal needs. We have the utmost confidence in them both. We feel that the day we walked into Plan 4 Financial, the stars were certainly aligned in our favor.

Kisha N Jeremy went out of his way to help me during a difficult time. His guidance provided comfort when I needed it most. Thank you, Jeremy. I appreciate it so much.

Francine Alexander Toni Wander is simply excellent! She listens carefully and fully, assesses many pathways forwards, and bring creativity, knowledge and deep expertise to the process and the plan(s).

James Moses Great people doing a great job for our financial future. We trust them completely.