Keywords: Financial credent wealth management portage mi

Credent Wealth Management - Portage - Portage (MI)

Address: 🏡 8075 Creekside Dr Suite 140, Portage, MI 49024, USA
Phone : +1
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJC5hXUy-eF4gRMAt-ksYojEs
#Michigan

Edward Jones - Financial Advisor: Erin M Rohn, AAMS® - St Clair Shores

Lorna Stephens Erin is wonderful. Kind, patient and extremely knowledgeable. She helped us understand things that we knew little to next to nothing about. All the while with respect and a caring that made us want to be friends with this lovely person. We would never go to anyone else.
5 /5

BRS Accounting & Tax Service - St Clair Shores

Tina Have been coming to Bob for 2 years now and have had great service.
5 /5

Dorethia Kelly, Financial Expert & Business Coach - Detroit

Kay Harris I absolutely loved working with Dorethia Kelly! She knows her stuff and does a great job of helping you understand the financial information and lessons, why you need to change and HOW to implement the changes needed. All the information in the world doesnt mean anything if you don’t know how to apply it to your situation and benefit from it. For me, Dorethia did a good job of giving the information and making it applicable. She is very down-to-earth, and transparent which makes her relatable. Dorethia was very encouraging even during the hard conversations, which was so helpful and appreciated. I’m thankful to Dorethia for giving me the tools and the encouragement to help me on my financial journey, and even though Im not quite there yet, because of working with her and participating in her *MoneyChat Masterclass, I now know where I want to be and what I need to do to get there. Working with Dorethia was a great investment in myself and my financial future and I highly recommend her for anyone that needs coaching or help with their finances or their business.
5 /5

Family Legacy Wealth Partners - Plymouth

Nick Biskelonis Lindsay has been great to work with. Her knowledge, experience and expertise helps us feel confident in our financial plans. Lindsay is also very kind and genuinely cares about our familys future goals.
5 /5

Brooks Financial Services LLC (NMLS #2387310) - Sterling Heights

jim duggin Eric was great to work with. He provided me with a much better rate than I was offered with other firms. Communication was always easy, prompt, and informative. He was able to close in 2-3 weeks. He is honest and has integrity I would do business with Eric in the future.
5 /5