Edward Jones - Financial Advisor: Matt McDonald - Kalamazoo (MI)

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

Barry W We have been investing with Plan 4 Financial for 13 years. Whether it was Dennis, Jeff, or more recently, Nikki and Dan, our experiences have always been positive with exceptional results. We were especially impressed with Nikki and Dan because of their knowledge and understanding of the business and their pragmatic approach to our personal needs. We have the utmost confidence in them both. We feel that the day we walked into Plan 4 Financial, the stars were certainly aligned in our favor.

Geo Marvaso If you go the location in Canton. Ask for Mike. When they called my credit poor, he got me approved for a car loan for 7500. That helped my credit score go up like 70 points after my first 2 payments. 6 months later my credit score was still poor, close to fair. He got me a 2,000 credit card. And now today he just got me approved for a 2,000 dollar raise on my credit card to 4,000. Although Ive done a great job on my payments, I doubted Everytime that I tried doing something. And Mike hit a Home run Everytime. Hes the Goat {greatest of all time!) when its comes to banking. Go see him. You wo

Rick Moeller Professional staff and easy to work with.

Joi Love They claim you dont need a mortgage to get equity loan but not willing a give a loan with a home paid off because they claim I had the house too long. As if I dont know under a year theres not much equity been accumulated yet. .

Dean Rosencrantz Excellent service, always helpful, and very responsive to requests.