Edward Jones - Financial Advisor: Dan Kelterborn - Livonia (MI)

James Wise They have advised us on our investments for many years!

Jonathan Wilkinson Exceptional Customer Service with your familys best interest in mind always. Professionalism at its best, with deep roots to the community.

Michelle Rousselo I was having a horrible issue with my new debit card constantly being declined even though there was money in my account. The wonderful woman at the counter knew exactly who to call to figure out what was going on. She got the issue figured out, got me a new card ordered, everything has been working great since. Im really very thankful.

T Mo Theyre service is great however, for someone with excellent credit, never missed a payment, their rates are horrible? Theres no benefit for someone with 800 credit score?

Mary Dandron I always receive very personal service from all of the branches, and good communication when I have questions! When I financed my first car through FFCU they were very helpful throughout the entire process!

Diane Bradley Dont know what we would do without this great team of people to guide us through financial decisions!

Tom Michaels We began working with Rob Moore and the Center for Wealth Management over 20 years ago, when I changed jobs and did a rollover; I invested 50% with Rob and 50% with another firm. Over the three-year review, Rob’s investments not only had a higher return but the expenses were also much less. Rob has done a great job creating a well-designed retirement plan, helping us save for kids’ college, and strategizing to find the right mix of investments aligned to our risk tolerance, while keeping it diverse and minimizing expenses. Rob has in-depth knowledge of the market and projects honesty and fair balance in the information he shares. He’s dedicated to continued growth and learning, proactive in reaching out, a strong communicator, and a caring family man. Anytime someone we know is looking for a trusted financial advisor, we recommend Rob; my parents, our children and their spouses, and some work colleagues have all partnered with CWM. I can state with confidence that all have been impressed by his knowledge and professionalism and pleased with the investment advice provided in a timely manner. The most important benefit from working with Rob is the ability to gain information on a wide variety of financial products and stay up to date on market changes, my taxes, and avenues best suited for my investment goals (both short term and long term). We are blessed to be able to go into retirement with peace and comfort knowing we have the means to leave a legacy to our family and charities we support. We are grateful for the coaching and insights Rob and CWM shared with us to make this possible. We trust that they are working with us and for us. - Tom & Laura Michaels