Derek Bahri - Novi (MI)

Della Simmons Chris Hines is the best financial advisor I have ever had. Helping you make money while you sleep.

Steve Conklin They have done a great job for us over the years!! We have complex taxes to prepare.

Prahelika Shah Excellent service! My husband and I are very excited to be working with this firm. The owner spends great amount of time with clients which to us shows he wants to provide the absolute best service.

Casey Lane Kim is like family. She is inviting and always has the clients best interest in mind. She makes you feel welcome and as if you are a family member.

Andy Near I highly recommend James. He is so down to earth. And speaks very plainly about our investment options. Its a breath of fresh air when we go there.

Dan Kaczanowski I’ve shopped many financial advisors in Grand Rapids. Zhang is no nonsense, straightforward, and no hidden fees. They take the time to explain, treat you like a unique person with your own level of risk tolerance and needs, and keep you informed. This is the way all financial advisors should operate.