Financial Fairy Tales, LLC - Roseville (MI)

Thomas Valk Al and Lori are fantastic. They take time to review all options and explain your situation honestly. Excellent service.

Jo Ann Medina My Dearest Patricia and Front Office staff: How can I ever thank you enough for your support and assistance in resolving my family members’ estate. Your professionalism, courtesy, and compassion was up and beyond the call of duty. Thank you for allowing yourself to be used in blessing my life. Patricia, you and the entire staff are marvelous, wonderful, and very special people. Thank you and God Bless you all. With Much Gratitude, Jo Ann Medina

Brandi Romero Laurie Humphrey is the best in the biz!

Ivo Gasparotto Managing financial investments can be daunting and difficult! I am so grateful I work with Dennis to help us prepare for the future, navigate change, and stay sane when the road gets challenging. Dennis has supported us during difficult career transitions and makes financial decisions easier by laying out clear options, risks, and opportunities. He helped us structure our money in a way that makes sense for our lifestyle now and in the future. Dennis listens, asks the right questions, and ultimately understands our goals and how they change. He is flexible and can adapt our financial plan according to changing goals. Besides being a trustworthy expert in his field, Dennis is easy and fun to talk to! I highly recommend working with him.

Judi We are always confident that Blue Chip Partners are providing us with excellent service. Respond promptly to any questions or needs. Our portfolio is providing us with the retirement we planned. Would highly recommend them.

Wendy James Dan is a fantastic adviser. I have a couple of managed accounts with Dan and they perform very well. He asks a lot of great questions and I really feel like he listened and heard what I wanted out of my investments. Ive sent a few friends his way, one of which wanted to invest ethically, and Dan has been taking great care of her. Regardless of your investment style, I believe Dan will meet you where you are. Whether you have a few hundred bucks and youre just getting started or if youre well vested, Dan is your guy! Dawn Ferris who works in the office is also a complete pleasure to work with. Great organization there. I highly recommend!!