Edward Jones - Financial Advisor: Chris Hines, CRPC™ - Shelby Township (MI)

Tom Rettenmaier Prior to retirement we visited 3 different “retirement specialists”. The first was Dennis Joppe who many people at my work enjoyed and did a great job managing their monies. The second a mid 30’s investor and the third was a social security specialist. The second guy was very likeable until he started slamming Dennis Joppe, which is a “turn off” for us if you have to slam your competition. I had to finally tell Justin to never contact us again to stop him from calling or emailing us. The third investor specializes in maximizing your social security which basically means not drawing until age 70. She was excellent, but both my wife and I were not in favor of delaying our social security. We saw Dennis Joppe for 1-1/2 years before we retired and I had given Dennis a portion of my Roth monies to invest. Dennis and my wife hit it off and suggested taking a portion of her 401k monies and investing those in a Prudential index annuity which would bring in a guaranteed amount of money very month. In the 2 years since retiring, we couldn’t be happier with Dennis or his Assistant Vicki. Wonderful people!

Georgia Jones These people are awesome caring and compassionate, I been a member since 1997, and I love the servicing to all my accounts and I applaud the management as well as all the friendly tellers and most of all Margie, who specializes in the loan dept. The smiling faces and courtesies extended are so welcoming, but most of all I can count on Financial Plus when circumstances get tight and I need some help and they have never let me down. Thank you all for excellent service. I will always be a loyal member.

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.

Marcia Sanders An A+ is in order for Cents Savvy. Tiffany V and her team are professional in every way. My concerns are addressed and my questions answered. The account review lends direction to what needs to be done to settle tax debt and what necessary steps need to be taken (as a client) to maintain good credit and to ease tax burdens. Calls/questions are answered in a timely manner and are explained in a manner easy to understand in navigating the process if you, the client, need to do follow-up. I highly suggest recommend Cents Savvy. Marcia S

Heather Ouro Ian and Melissa are fantastic financial advisors. They listen to exactly what our financial goals are and help us develop a realistic plan to reach those goals. They offer options and actionable plans to help us obtain our short, mid, and long term goals. They’re willing to walk with you through every step of your plan and keep you accountable. We couldn’t recommend the team at Thrivent financial enough! We feel super comfortable working with the Thrivent team!