Custom Wealth Solutions - Plymouth (MI)

5 /5 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.

5 /5 Maryjane Warwashana: Because I was late I was still able to meet with Donna. We had a great conversation about my investments and also with my grandchildren. Donna is a wonderful caring person and a great addition to the company.

5 /5 Uncle Scroge: Weve been using their services for a few years now. They used to go by C Curtis but recently changed their name to Custom Wealth Solutions. Makes sense to me, much more descriptive of what they do.

5 /5 mark sonnenberg: They have been managing my wife’s retirement nest egg for several years. Very happy with there service. I retired at the end of October so now I have transferred my 401 k to be in their capable hands.

5 /5 Connie Martin: We are very satisfied with this financial organization! The only thing i regret is not coming to them sooner. It is so important to have a good financial adviser. I highly encourage C Curtis and associates. Our money has grown and we never had to pay anything? Not sure why the lady had a negative comment?? We also visit our financial advisor every 6 months to review our finances and discuss goals. We are very grateful, Steve and Connie Martin