Edelman Financial Engines - Novi (MI)

Tamika Mack I love banking with Dort Federal, but more important I have the best experience with the tellers. Ida provides exceptional customer support. She always gives me good information regarding financial programs and offers that I may be able to benefit from. Thank you Ida. She is definitely an asset to your organization.

Mike Sullivan I have been with Great Lakes Wealth for many years, and Dewey and his entire team have consistently done an outstanding job managing my investment account. Their expertise and swift responses ensure I always feel confident in my financial future. The communication is top-notch, and they truly go above and beyond with both their professional service and personal touch. I couldn’t recommend them more highly for anyone seeking a knowledgeable, trustworthy, and responsive wealth management team.

mark russell We have been working with Richard Paul and Assoc. for about 8 years. We have been extremely satisfied with the service we have received. We got some very helpful guidance with our finances as well as Social Security. They have been very responsive to our needs and concerns. We have been working closely with Rich Paul’s son Matt, and has been instrumental in steering us on a great path through our remaining years I would not hesitate to recommend Richard Paul and associates to anyone needing financial guidance.

Tony Timmons Jacobs Financial has been top tier in their customer relations, helping us in our long term financial planning