Dort Financial Credit Union - Flint (MI)

Deep Wellness NOLA Above and Beyond is the best way I can describe my experience with Merritt Financial Services! They truly helped to get me on track personally and professionally. They assisted me with budgeting, tax issues, as well as plans and strategies for my business and family. The level of service was impeccable! They are responsive and thorough and scheduling appointments was convenient and easy. I was able to schedule appointments that were not too far out. My only regret is that I wish I would have found Merritt sooner!

Silliver Banks Everyone here is very friendly and professional, from the receptionist to the financial/tax advisors. My taxes were prepared in a very thorough and timely manner. I would definitely recommend Key Financial Solutions to my family and friends.

Shannon B I am planning for my teen’s college years and wanted to find a company who can provide advice and financial knowledge. Working with both Angelina and Paul has been a positive experience. Angelina’s quick responses to my questions, help with the FAFSA forms, and also breaking down the college financial page from each college has been a tremendous help. The meetings with Paul have been eye-opening and helpful and planning for the college future. I would definitely recommend Bridgewise to other families with questions about college finances.

Charlie Weve been with Flynn Wealth Partners for 15 years now. We love that they treat us like their best clients! Weve gotten great advice, and they helped us know that we dont need to panic when the news would suggest otherwise. If we need urgent help with a life-changing decision, they have squeezed us into the next days schedule. Theyre always available if we need some advice or insight on a subject. Everyone is friendly and treats us like friends, not just clients. We never could have planned our financial future alone as good as weve had with their help. We would highly recommend them to anyone. When should you start? Last year. But dont wait for "the optimum" time, or when you have lots of money. Start today, build a plan, and let them execute it for you.

Bob F Sequoia (Guns & Hoses) has help me and my wife through a difficult medical time advising us without fees. We feel our team truly added in good faith during this time. We now looked to Sequoia for life time planning including tax advise and we could not be happier. You (Guns &Hoses) members this is where you should be. You should give them a call talk with Matt T. Matt will treat you professionally with respect and is very honest. RcF