DLH Financial Services - Southfield (MI)

Tom Michaels We began working with Rob Moore and the Center for Wealth Management over 20 years ago, when I changed jobs and did a rollover; I invested 50% with Rob and 50% with another firm. Over the three-year review, Rob’s investments not only had a higher return but the expenses were also much less. Rob has done a great job creating a well-designed retirement plan, helping us save for kids’ college, and strategizing to find the right mix of investments aligned to our risk tolerance, while keeping it diverse and minimizing expenses. Rob has in-depth knowledge of the market and projects honesty and fair balance in the information he shares. He’s dedicated to continued growth and learning, proactive in reaching out, a strong communicator, and a caring family man. Anytime someone we know is looking for a trusted financial advisor, we recommend Rob; my parents, our children and their spouses, and some work colleagues have all partnered with CWM. I can state with confidence that all have been impressed by his knowledge and professionalism and pleased with the investment advice provided in a timely manner. The most important benefit from working with Rob is the ability to gain information on a wide variety of financial products and stay up to date on market changes, my taxes, and avenues best suited for my investment goals (both short term and long term). We are blessed to be able to go into retirement with peace and comfort knowing we have the means to leave a legacy to our family and charities we support. We are grateful for the coaching and insights Rob and CWM shared with us to make this possible. We trust that they are working with us and for us. - Tom & Laura Michaels

Linda MacLennan My husband Ron recently went to the Shelby Twp Office to make three different payments. After leaving, he attempted to open his car but the key fob would not work. The three ladies at the branch all tried to assist as one even went out in the bitter cold to help! Finally, after a half hour, one of the ladies was able to get it to work for him. This brings customer service to a whole new level! The staff there is always friendly and professional!

Francine Robin is an excellent wealth planner. Shes knowledgeable and caring. Kudos to the front desk;. Liz and Shadi, who are very accommodating. Liz congrats on your promotion.

Alex Senko You’ll never get a hold of a customer service rep, it’s all automated. There’s not even an option for you to request to speak to a real person. They don’t send out any of those payment booklets that every other financial institution does. God forbid you need to skip a payment, you’ll never reach anyone to get the approval on that. Accidentally paid twice for one month and need the money back? Sorry, you’re just gonna have to deal with it bc you can’t reach anyone. Worst loan company ever, I wanted to rate 0 stars, but obvi that’s not possible. Based off the other reviews, they don’t care to remedy any of these issues either.