Edward Jones - Financial Advisor: Marc T VanSolkema - Livonia (MI)

Laura Dyga Nathan Whipple and his staff are very professional and caring people - that is a hard combination to find these days. With the very unexpected and sudden passing of my Mother in 2020 - Nathan and Jennifer were extremly helpful. It was a very terrible time for the country - however Nathan and Jennifer went above and beyond the call of duty. I feel my fathers investment need are well taken care of and his finicial future is in trust worthy hands.

Cristina Whitehouse Hollander, Lone and Maxbauer is a reliable, organized, and honest financial group that has has done wonderful things for me and my family. My assets are something that I take great pride in and with Holander, Lone and Maxbauer, I feel like my finances are in honest, trustworthy hands (and its as important to them as it is to me that I make money to retire on). I have never felt this comfortable with other financial groups, and I will keep my retirement with this group without a doubt. I have never been concerned about orders being executed appropriately or in a timely fashion while under this teams advisement. The communication is phenomenal, and if I have any questions or concerns, I am treated respectfully and provided with individualized attention. I highly recommend this group for your financial needs.

Thomas Ensign When we retired, we rolled over our 401-k to Sapientia Wealth Management. We also sold our condo & moved to the west side of the state. We wanted to have some liquidity. Beth provided an investment strategy that provided both. She follows up with us and we receive a monthly print out of how our investment is doing.

Randy FERRIS Great people friendly

Carrie Higgins McKague Financial can help with retirement and income planning. They are wise and helpful for what works best for you not for them!

richard dorsch A life-changing experience! One of the best things that ever happened financially

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.