Edward Jones - Sterling Heights (MI)

SharonG Top notch! Sam is professional, experienced, very knowledgeable, and passionate about helping you reach your goals. Gerda is the "extra value" and an essential member to their team. She is amazing! Thank you, YDFS, for helping us these past 10+ years to plan and now realize our retirement dream.

Chris Hawkins Grateful for 8 Years of Guidance: Weve been with Kennedy Financial since 2017, and looking back, were genuinely grateful for the role theyve played in our financial journey. It wasnt just about investment returns - it was the peace of mind, the thoughtful advice, and the way they always made us feel cared for and never rushed. Steven in particular has been a steady voice throughout every question we had - and we had plenty! The trust we built with him and the team over the years gave us the confidence to eventually step into managing things on our own. That wasnt an easy decision - and honestly, thats a credit to how much we valued the relationship. We highly recommend Kennedy Financial to others and wont hesitate to return if we ever need someone in our corner again. Great people, solid guidance, and a team well always speak highly of. - Chris & Janan Hawkins

Jeff Selleck As a business that has worked closely with Great Lakes Wealth Planning, weve been consistently impressed by their dedication to their clients financial well-being and their comprehensive approach to wealth management. Their team of advisors is highly knowledgeable and experienced, providing personalized guidance tailored to each individuals unique circumstances and goals. Weve witnessed firsthand their commitment to building long-term relationships, taking the time to understand client needs and offering proactive solutions. Beyond their expertise, Great Lakes Wealth Planning operates with integrity and transparency, fostering trust and confidence. Theyre excellent communicators, keeping clients informed and empowered throughout the planning process. Their collaborative spirit and attention to detail make them a true partner in financial success. We highly recommend Great Lakes Wealth Planning to anyone seeking sound financial advice and a trusted advisor to help them navigate their financial future. Theyre a valuable asset to the community and a business were proud to work alongside.

Bob Wilber I am a broker who uses SIGMA as my back office. I have worked with several other big name "broker dealers" (thats what SIGMA is) and I have no interest throwing praise at people who are undeserving. But I am being completely honest when I tell you that this company is 100% focused on helping the investor. Dont get me wrong, they do a great job of supporting the representatives too, but their primary focus is on supporting the investor. They have an AMAZING, HIGH QUALITY STAFF, with EXCELLENT FOCUS and ENERGY,, who are COMPLETELY DEDICATED to HELPING the INVESTOR!!! I could move my business to any broker dealer in the country and they would roll out the "red carpet" to get me. But in my opinion, I am with the VERY BEST "broker dealer" in the country, and I would NEVER think of leaving SIGMA. GREAT PEOPLE with GREAT ETHICS.

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.

Rachel West Great service and programs for young savers! I wish I would have joined this credit union a long time ago. The incentives they provide will never be offered at any bank. I am here to stay!

Lawrence Siden Excellent service. Prompt and professional.