Daniel R. Gardner, CFP - Michigan Financial Companies - Southfield (MI)

Christina Fuhrmann I have had mixed experiences so far. I had to call both the dealership and them a few times just to be able to start payments on my car. Good thing I did, because the payment was due in a matter of days by the time I figured out how to get into my account. Had I waited for them to contact me, I would have been late on my payment. However, the person I spoke with was extremely polite and pleasant and the website is working great now. Very easy to use.

Jennifer Sabina Long term relationship with Scott and Bryan. Very trustworthy and has their clients best interest at heart! Its hard to find this nowadays. So I feel grateful for this trusted relationship!

kristina rehfus Jason is someone you can trust with your Financial planning and retirement goals. Everytime I have had a question or need assistance with my 401K, he was there explaining options. It’s nice to know you have options explained on how I see my future. Maria has done my and my husbands taxes for the last few years and I won’t go anywhere else. It’s nice to know my financial needs are in good hands. Highly recommend Thank you to the entire team!

Jennifer B. Have had them for about 1.5 yrs, no problems. They used to have a website where I could watch my account and balance, but was told they dont have any website anymore! =(

Suzana M. Gjekaj I have had the privilege of working with Mark Ivezaj for more than 19 years, and I can confidently say that his expertise and dedication have been instrumental in securing my financial future. From the outset, Mark took the time to understand my unique financial goals and crafted a personalized strategy that has consistently delivered results. His proactive approach, coupled with clear and timely communication, has provided me with peace of mind, knowing that my financial well-being is in capable hands. What truly sets Mark apart is his unwavering commitment to acting in my best interests, no matter where I am serving (active duty military) around the world. He has consistently provided transparent advice, ensuring that I am well-informed and able to make decisions aligned with my long-term & short-term objectives. Over nearly two decades, Mark has not only been a trusted advisor but also a valued partner in my financial journey. His integrity, professionalism, and genuine care for his clients are qualities I deeply appreciate. Its the same reason I’ve referred him to my parents, siblings, and closest friends as their financial consultant. I wholeheartedly recommend Mark Ivezaj to anyone seeking a financial advisor who combines deep expertise with a personal touch. His dedication to his clients success is truly commendable.

C Thms Excellent service. I want to specifically call out Clay Belting the assistant branch manager. He was amazing helping us through a fraud issue we experienced.