Fidelis Wealth - Rochester (MI)

John Mumy We have had a relationship with Braeburn Wealth Management shortly after Mike Poland started his business. Prior to that, we have used Mikes expertise to manage and grow our portfolio for approximately three decades at most of his previous employers. Our experience with Mike and Braeburn has been very rewarding. Its very comforting have an investment advisor that has such a keen eye for detail and knowledge so that your portfolio is essentially on autopilot. In addition, if I decide to take a flyer, I can rely on MIke and his team to steer me in the right direction.

Kathy S We went to the Livonia location and were greeted by Allison. She has a warm wonderful personality and made us feel comfortable right from the start. Tom and Phillip are extremely knowledgeable and put our minds at ease.

Blair B Best credit union I’ve ever experienced; with the help of Kait & Abigail, you’re going to have a great experience. A+ on customer service and they treat you like family. I couldn’t ask for a better service. Thank you!

Car Wave Inc. Great service and a wonderful experience. They were able to help me with my payroll processing.

ALeigha Johnson Charles was very polite, through,and very patient. He explained every step and detail. He was very easy to talk too and listened very good. Give him Thumbs Up

J Sorrell My experience with this company has been nothing less than stellar. As a client for a couple of years now, l have gotten an A+ experience across the board. I have benefitted from their professional tax preparation services, top-tier customer service, and a high level of knowledge and expertise from the advisors. Five out of five stars from me!

James Slayden I was afraid that I wouldnt be able to repay my online payday loan in advance for my home renovation. I was trying my best, but it was not enough. But I came across their agency and they helped me a lot in choosing the best loan according to my requirements. I am happy now that it all went well. Thanks to their amazing team

Nicholas Vander Veen Dan VandenBerg is the tax man to see. He has done mine for several years and I highly recommend his services. Staff is super friendly and knowledgeable.

Hussein Bazzi Annie has to be one of the most helpful FA advisors.. 10/10