Custom Wealth Solutions - Plymouth (MI)

Anthony Pelley I owed a large sum of money to credit card issuers that would have taken decades to pay them off. I contacted Money Management International to explore ways of bringing down my monthly payments. They negotiated with my creditors to lower or delete the interest rates on the cards. MMI set me up with a payment plan and I paid off all of the credit cards within 4 years. They are a great company .

Shelli Eaton Maria is absolutely amazing. She’s a wealth of knowledge. She’s great at explaining the process, what to do and not to do and kept us informed at all steps. And she’s friendly, patient and kind. We were grateful to have Maria to make a stressful process smooth. Five stars!

Mary Fields My husband and I absolutely love banking here. Customer Service gets a 10. Very polite and always helpful. Thank you BFC for your awesome service.

Kevin Vandenboss The only advisor I talked to that set up a personalized plan for me based on my goals instead of pushing what was best for him on me.

Bob Suminski We need a couple of items regarding our IRAs addressed and need to speak to a consultant, Jacqueline Tran. We called her directly and left a VM, emailed her directly, called the branch number and no one answered and left a message and sent a message from the branch messenger on the web site and no one will respond. Has the Troy branch closed down? It is irresponsible and disrespectful to your customers to ignore them. We have had four different consultants in the past two years because consultants dont stick around which should have been a clue for us to move on. We are seriously considering moving our funds elsewhere where well get more respect after years of loyalty to Schwab.

Trent Chapman As a landlord for a small business, they are great!

Nicholas Vasquez Ive been with Capital Payee Inc for a long time, and I cant say enough good things about them. The staff here truly care about the community—theyve consistently gone above and beyond to help a wide range of people across Lansing. Their professionalism, kindness, and dedication have made a real difference in many lives, including mine. Its rare to find an organization that combines excellent service with such a genuine commitment to the people they serve. I’m truly grateful for everything they do. Highly recommended!

Ian Phillips The absolute best customer service of any branch Ive ever visited! Been a PNC (National City) customer for 18 years. Have been inside numerous times and have always had a positive experience. Knowledgeable, efficient and personable staff.

Jad Zein I’m Glad I chose Accelerated Advisors. The whole team was super helpful in getting me qualified for the Employee Retention Credit.