Dynamic Wealth Solutions, LLC - Southfield (MI)

Debra I recently purchased a home. My representative Br. Talha was clear and concise with his instructions, and walked me through each step. He advised upfront on the requirements, what to expect and pushed for closing on our desired date. The customer service if the institution was excellent!!

Carrie Curnow After moving, my husband and I both thought the other had paid our life insurance premium, and unfortunately, my contract had lapsed. Brian was a tremendous help in finding a new carrier that provided the coverage we needed at a reasonable price. Despite having some health issues, I thought it would be impossible to get coverage again, but Brian was incredibly knowledgeable and patient throughout the entire process. He explained everything clearly at each step, without any high-pressure sales tactics, and acted as a true consultant, answering all of our questions and making the best recommendations. We couldn’t be happier with the outcome. Thank you, Brian, for your exceptional service!

Aaron Munoz Awesome company to work with. The ladies that work here (Chelsey, Jennifer, Katie) and do all the floorings, are extremely helpful and great to do business with. Also Marcus goes above and beyond to always help and really looks out for his clients.

Karyn Haas Financial Architects is a very reputable and successful wealth management company. I selected them to manage my financial portfolio over 15 years ago and have been very satisfied. Chris Cousins has a strong level of integrity and all of his employees work closely with their clients to understand their needs. Both Chris and Cliff Robison has worked closely with me to help me achieve many dreams. I highly recommend this company.

Deborah Petersen Sara in Muskegon is my go to in a pinch. Does things the right way and accommodates me.

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.