Financial & Tax Planning Inc - Flint (MI)

Michael Korte Ken was a very nice guy and was great to work with. He knows a lot about investing and it shows.

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.

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!

Platnum FaceCard Apparel Excellent customer service, friendly helpful staff. I highly recommend this location

Lynn B. I have worked with Fineberg Wealth Management for 13 years. Zachary is a true fiduciary, managing my portfolio with prudence and competence. He has helped me minimize tax exposure while consistently growing my assets. He has always been responsive to my needs, questions and directions. He is a knowledgeable advisor and I highly recommend his services.

Grae Smild Jim is a passionate advisor. His years of experience in the industry shows with his wisdom and excelling performance. Thank you for your kind, caring, professional knowledge, it’s promising to know someone to trust with my funds and investments.

Amber Russell I wish I could give this business 10 stars!! I was so nervous before I had my appointment and was instantly made felt welcome as I was greeted and offered something to drink as soon as I walked in. I can’t thank him enough for helping me set in place a game plan for myself to help not only myself but my family for the future!! He made me feel so at ease and truly broke everything down so I could fully understand without making me feel stupid. I really appreciate all the help and guidance!! I would Recommend this location to everyone if you haven’t set up your appointment yet go do it!!

Renayde Dooley Excellent customer service and support. A top-notch bank with excellent employees.