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

Address: 🏡 28411 Northwestern Hwy #1300, Southfield, MI 48034, USA
Phone : +1 (248) 663-4700
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ1Yv8dXS3JIgRNYF3XdQWJeQ
#Michigan

Asset Preservation Tax and Retirement Services - Sterling Heights

Sandra Gutenkunst If you are looking for individualized, personalized, and customized service in the areas of retirement planning and preservation (including advanced tax planning), Asset Preservation Tax and Retirement Services delivers exactly this. Above all else, this is a company owned and managed by a financial advisor who puts his clients interests above his own gains. I have made multiple mistakes falling for falsely declared fiduciary sales pitches over the past several years. Fortunately, after attending a highly informative retirement seminar in Sterling Heights, MI, I was able to connect with the "team" and after a few meetings, I decided on the financial advisor best suited to guide me forward. I trust Justin Carlson and his team without reservation; the fact that my daughter and son-in-law who are positioned in D.C. became his clients as a result of my personal recommendation speaks volumes to the trust and faith I put in this fine individual and his team of financial advisors.
5 /5

The Burzynski Group - Troy

Karen Sartor I highly recommend The Burzynski Group. Brett and his staff display the Customer Service that has become a rare commodity in today’s world. They’re knowledgeable, easy to talk to, and respectful. They will call you back, listen to your concerns and provide the financial guidance you need in this challenging world. I have been a client for close to 10 years. It’s the best decision I made for my financial future. Give them a call, you will see what I mean… They’re the Best!! Sincerely, Karen Sartor-Diehl
5 /5

United Wholesale Mortgage (UWM) - Main Campus - Pontiac

Mike Vega Hands down the #1 lender in the country. From start to finish, the experience was smooth, transparent, and efficient. The team was incredibly responsive, knowledgeable, and truly had my best interests in mind. I got a great rate, clear communication every step of the way, and felt supported throughout the entire process. Highly recommend to anyone looking for a lender that delivers top-tier service and results.
5 /5

Arrowroot Family Office (Formerly The Athena Financial Group) - Rochester Hills

Melodie Monahan Two years ago Arrowroot was recommended to me by a trusted friend, and Im so grateful for her suggestion. Dan Casey is generous with his time, trustworthy, kind, and clear. I couldnt ask for a better adviser regarding my investments.
5 /5