Equity Planning Group, Inc. - West Bloomfield Township (MI)

5 /5 K M: Scott is the man. He’s thoughtful, communicative, and responsive. He’ll answer any silly or novice question I have with a comprehensive responsive and well laid-out plan. And the best part is, he actually cares enough to inquire about my personal life and hash out financial decision-making tailored to it. Scott is the best and would strongly recommend hiring him for your financial planning needs!

5 /5 S. Alessandri: I have been investing with Nate and Scott since 2021. I retired in 2022 and was very worried that I did not have enough money to retire on, but I was not able to continue working due to health. Nate and Scott treat me like family even though I am not a very big account. I have chosen a very conservative approach for my money and I could not be happier with the amazing results they have provided for me even with all the volatile market crap going on in the last few years. I recommend them to all my family and close friends. Plus, they are both very funny and great joke tellers!! Thank you Nate and Scott for helping me have a very nice retirement!! Suzanne Alessandri

5 /5 Ryan Kaplan: Scott and the team at Equity Planning Group are absolutely top-notch! From the very first meeting, Scott took the time to understand my financial goals and provided clear, strategic advice tailored to my needs. His expertise and professionalism made the entire process seamless and stress-free. Not only has Scott helped me make smart financial decisions, but he has also saved me and made me thousands of dollars with his guidance. His ability to find opportunities and optimize my financial plan has been invaluable. I have complete confidence in his advice, and I truly appreciate his dedication to his clients. If youre looking for a knowledgeable, trustworthy, and results-driven financial advisor, The Equity Planning group is the one to call. Highly recommend!

5 /5 Vanjula Talagala: At a time where making the right financial decision is invaluable, Scott’s value not only comes with his expertise in the subject but also the trustworthiness he brings to the relationship in making that decision.

5 /5 Kelly Grams: I have had an excellent experience with Equity Planning Group for my family and me. He keeps us on track. He has been great for the younger generation in my family teaching them to start saving early and explaining things in an easily understandable way. Definitely give Scott a call!