Financial Services of America - Troy (MI)

Tom Michaels We began working with Rob Moore and the Center for Wealth Management over 20 years ago, when I changed jobs and did a rollover; I invested 50% with Rob and 50% with another firm. Over the three-year review, Rob’s investments not only had a higher return but the expenses were also much less. Rob has done a great job creating a well-designed retirement plan, helping us save for kids’ college, and strategizing to find the right mix of investments aligned to our risk tolerance, while keeping it diverse and minimizing expenses. Rob has in-depth knowledge of the market and projects honesty and fair balance in the information he shares. He’s dedicated to continued growth and learning, proactive in reaching out, a strong communicator, and a caring family man. Anytime someone we know is looking for a trusted financial advisor, we recommend Rob; my parents, our children and their spouses, and some work colleagues have all partnered with CWM. I can state with confidence that all have been impressed by his knowledge and professionalism and pleased with the investment advice provided in a timely manner. The most important benefit from working with Rob is the ability to gain information on a wide variety of financial products and stay up to date on market changes, my taxes, and avenues best suited for my investment goals (both short term and long term). We are blessed to be able to go into retirement with peace and comfort knowing we have the means to leave a legacy to our family and charities we support. We are grateful for the coaching and insights Rob and CWM shared with us to make this possible. We trust that they are working with us and for us. - Tom & Laura Michaels

Ivan Reyes This is my second year doing taxes with them and everybody was so friendly and very responsive. They explain you really easily from where the amounts come from and how much money you have to pay or receive. For sure I recommend them. Thank you very much to the MPC staff.

Gary Parmentier George and Krista are awesome. They are soooo helpful . Donna and I think theyre caring and we trust them with all our possessions.

Rick Hoekstra I am a small business owner and use Geoff to manage my retirement funds. I appreciate his honesty and openness, and achieving above average returns. His personal touch by keeping me informed of market changes and his outlook for the future are key points that I value. He does a great job for me. I feel you will be pleased too.

Thaddeus C My wife and I have had nothing but great experiences from Autumn Financial. They helped us make clear, sensible goals, their customer service is always amazing, and they even pointed out an error that our accountant had made filing our taxes. Great company that has their clients best interests at heart.

Jose Gonzalez III Love all the people that are there. They are all terrific. Hope more people can enjoy the experience that I have had and hopefully more people will become a member. Love you all. Take care. Be safe.

C Drake Tyler helped me and my husband open up our accounts. He was awesome very informative and left no stone unturned to all the available Perks to Being a member. Any continues to keep in contact to make sure everything is up to date and going well. Never had that with any other bank or Credit Union. Its nice to know that they actually care enough to send you an email to see how youre doing. Im so glad I joined this Credit Union I just wish I would have done it sooner.

Aaishah Hasan Highly recommend AE Tax services! I’ve been going to H&R Block since I’ve been old enough to file taxes and finally decided that I wanted to support a community business that’s black owned! And I paid less to file my taxes. Very professional, well versed, and timely! I couldn’t recommend them enough!

Alfred Brock I am glad this location is here. It is extremely convenient for me. Always plenty of parking and prompt service if I need to drop by.