Edward Jones - Financial Advisor: Brandon Caverly - Plymouth (MI)

doreen vanderveen Dave Moelker and his team is amazing and very kind, helpful, always willing to take time to talk with each customer! We are truly blessed to have them part of our life! Thank you!

Marion Swope Did not expect such quality interaction with Blake ! Extremely knowledgeable and patient. Blake was able to break down and simplify concepts with no financial experience. Very greatful for all his help. Blake also went above and beyond and gave lots of advice and answered every question. Blake actually cares about people and your financial security along with your all around outlook on life and a healthy mindset witch led to the education of good choices and enabled us to start making wise choices that day in boldness, hopefully the first of many ! He cares about your whole familys units health and was refreshing! Thank you Blake .

SARIFUDIN JAHIDO Keren sangat memuaskan

Mark Strek Rolled over my IRA to LifePlan and couldnt be happier!! ALL of the employees at Lifeplan are truly great and passionate about their work. Jeffs attentiveness to my account is very refreshing compared to past advisors Ive dealt with. LifePlans staff is extremely competent, professional and friendly. What I truly love about LifePlan is that it is abundantly obvious that everyone there follows the Golden Rule, which is unfortunately hard to come by these days. You definitely feel like your "part of the family" when you become a client.

Ben Cross I met Mark from Bay Pointe Financial Management through a friend. After speaking to him a couple of times I could tell he was sincere and understood various different investment strategies, wasnt just trying to sell me life insurance. They are fee based and not commission based so the are aligned with their clients which I like. We came up with a plan to get my goals on track and he followed up with me to make sure that I was executing on the plan. We met several time during the day and in the evening. He always picks up the phone when I call. Id highly recommend Mark Pauwels and Bay Pointe Financial Management.

Maria Herlihy Great team and people to work with!

Archer Dawn E (Arrow Dog Training) You will not find a better financial advisor than Erik. He has been managing our retirement funds for many years. He calls us on a regular basis to schedule an account review. This is so appreciated! Hes always there when we need him, returns calls promptly, and most importantly he takes the time to carefully understand our investment needs. Markets go up and down, but Eriks attention to our needs are steady and reliable. As well, Terese Kromer, Eriks office administrator, is the best! Top notch, friendly and professional! We could not ask for a better relationship.