Dynamic Wealth Solutions, LLC - Southfield (MI)

cindy Awesome is the 1st word to come to mind. From there I would say professional, many years of experience, and knowledgeable in the world of finance. In the past I have invested my money into different financial companies. After the initial investment I never heard from them again. Until of-course I transferred my money to Compass Financial. Only then after 30 plus years of investing they were calling me in an attempt to keep my investment. Since Ive gone with Compass Financial Ive heard from them at Christmas, received pies for Thanksgiving and received candy for retirement. Once youve invested with them They will most definitely invest in you! Most importantly Matt explains everything in such a way that you will understand what is happening with your investment! He is prompt to answer any questions you may have. One thing that I found very impressive is there was no pressure put on us to invest w him. We went to one of his seminars (delicious meal). He said right up front "my plan may or may not work for you" "let me see what you have and Ill let you know what I can do for you" final decision was ours...no pressure. Highly recommend!

Abby Hahn I’m having a hard time paying off my current balance right now, but I spoke to someone on the phone (I think it was Blake) and they told me not to stress about it too much as long as I get caught up before the semester is over. I really wish they would make that more clear on their website. Some of the criteria they list sound like fear tactics to scare people of the possibility of getting kicked out. I’ve usually been pretty on top of paying my balance on time since signing up for a payment plan and hope I can scrape together the funds for the one I missed soon.

Brian Alexander Smith 2 hard pulls within 2 months. they are not enforcing the laws on their property managers who use their services. on top of that the management did not sign paperwork to authorize credit pull. the woman i spoke to the last week in may 2021 was very rude to me and i have a cognitive disability

Robert Jones I have nothing but great things to say about Harvest Partners. Greg Genter is absolutely amazing to work with and has guided me throughout my financial journey this far. I highly recommend Greg and Harvest Partners for all your investment needs, the team is always on top of things and such a pleasure to work with.

Mark Robbins Cathy has been doing our personal and business taxes for the last 25 years. She has saved us thousands of dollars in our business. She takes care of our business like it was her own. Even after moving out of state, it has been stress free. It has mostly been done via the internet, but it is a blessing when we do have time to chat. Thanks, Cathy, for being our biggest cheer leader.

Chad Heeter I have worked with Mark Drake for the past year or so and I couldnt be happier. Mark is a great guy that took time to explain everything investment related to me in a really helpful way. If you are seeking a financial advisor to make your money work for you, give them a call, they have been awesome to work with.

Lou Ann Ball This was my very first visit to Bank of America. I have done everything on line before. I had a large deposit to make and I had it all itemized, checks signed, cash counted, deposit slip made out. Every thing went smoothly, and quickly. I had one car in front of me. The teller was very polite. I gave her my driver license, and i expect this with a large deposit, and never being there. Overall, it was a wonderful experience!