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

Terry Bailey I went over my limit for the 2024 and just wanted to take the extra money and open a new account so that I wouldnt penalized by the IRS witch Im aloud to do. But trying to get someone to help you is like pulling teeth. They keep transferring you from one person to the next until you get fed up enough to hang up. THE WORST CUSTOMER SERVICE IVE EVER HAD TO DEAL WITH!!!!

Emily Pilon Kristina helped me today and made my visit very easy and quick. I’ve been with Zeal for 5 years I highly recommend! Everyone is always very personable but also professional.

Bill Parker We have been served very well by Jeff Kotikovskys team at the Hantz Group group for about 10 Years. We especially appreciate the simplicity of a group which addresses all of our financial concerns including investments, tax planning and preparation, insurance, and legal advice at a single location and time. We do not hesitate to recommend the Hantz Group.

Migliore Family Frank Cherniawski of the Wealth Management Institute has been our financial advisor for over ten years now. Frank is honest, trustworthy, objective, and personable. He has guided us through numerous financial challenges (investment decisions, paying for college, starting a new business, tax situations, etc.) and has been instrumental in our retirement planning. I also appreciate the fact that Frank is independent and does not advocate for or represent a specific financial services company. We continue to refer Frank to our friends and family seeking assistance with their financial matters. I would highly recommend Frank to those looking for objective, independent, and thoughtful assistance with their financial planning and wealth management challenges.

Tommy Two-Tone Where do I begin! They have been doing our taxes for years and then decided to use them to help manage our retirement finances. Bonnie helped me transition into retirement making a super great suggestion to not jump into any major endeavors for a year. This was perfect advice as Im now pursuing my passion that was buried with a day job and it took time to consider it. Im living my best life thanks to Anderson! Mike is phenomenal in handling my retirement accounts and we can just talk openly. I have the kind of relationship that you can only dream of for financial planning and taxes. The word "Family" is perfect because that is how I feel!

Margaret wade Been with Jeff Mandela for over 10yrs. Very personable, easy to talk to. Great team!