Edward Jones - Financial Advisor: David A Spirl, CFP®|CEPA® - Canton Township (MI)

Jeffrey Falardeau The brokers here have been very helpful.

Yalaunda Butts I want to give credit where credits due. John and Q at the Clinton township office on Gratiot. Both guys are so nice and professional. They have outstanding customer service skills and I could tell right away that they love helping others. They smile and joke with you very friendly but professional. Great job guys keep up the great work.

Nicole Carwan Wendy has been doing this job for so long, she made the process effortless. Any questions I had were answered promptly and explained to me so I knew exactly what they meant. If you are looking to get a home loan, I would definitely recommend going thru DFCU and working with Wendy. Thank you!

Diann Dupuis We have been with Custom Wealth Solutions since they were actually a different name. Both my husband and I are very happy with the expert advice, prompt market strategy moves to protect our assets, and staff that genuinely care about their clients. This is a company I recommend and have entrusted with our retirement investments.

Matt Wheeler It was an Absolute fantastic experience dealing with this branch. I’m new to lending and dealing with car loans but that was no issue here at all. Julie is the most helpful, professional, and understanding banker I’ve ever had the pleasure of dealing with. She walked me through the loan process step by step and helped me navigate through the seemingly difficult world of credit and banking. If I could rate this review 6 stars I would! And I would highly recommend her and the other wonderful staff here at CFCU Wixom to everyone.

Stacey Journell Informative, professional, and the owner is super sweet!! Highly recommend!!

Lisa Michelle Ford The young lady that assisted me was Stephanie Swanner, her demeanor was so pleasant and upbeat. Her customer service skills are impeccable. Thank you again Stephanie!!!!

Ginny In all transparency, this is a very early review, but it feels justified. Bradford has been a complete pleasure to work with. As a young investor with a smaller amount of assets to offer to manage, I didn’t expect nearly the attention he’s given me, or the time he’s been willing to spend with me to help me learn. Aside from his 15+ years in the field, the firm’s principals are CPA’s with combined 50+ years tax/finance experience. As a CPA myself, I can vouch for the value of the combination of finance and tax knowledge the firm offers. I would highly recommend working with Bradford, or likely anyone at the firm.

Shannon B I am planning for my teen’s college years and wanted to find a company who can provide advice and financial knowledge. Working with both Angelina and Paul has been a positive experience. Angelina’s quick responses to my questions, help with the FAFSA forms, and also breaking down the college financial page from each college has been a tremendous help. The meetings with Paul have been eye-opening and helpful and planning for the college future. I would definitely recommend Bridgewise to other families with questions about college finances.