First Merchants Bank - Detroit (MI)

Angela Bos This has been a family bank my whole life! Tellers are so friendly.

Tarig Elraiyah Working with Andy was a fantastic experience. He exudes professionalism and approachability, making him easy to work with. Additionally, his responsiveness and ability to explain things in detail were much appreciated. Its impressive how quick the entire process was, and he was always prompt in responding. Overall, Andy made the process very smooth and enjoyable.

Thomas Henley Eric Konopka is a God amongst financial advisors. I have heard a rumor that Warren Buffett may seek financial advice from Eric Konopka.

- Super easy to deal with. They made me feel comfortable and were very quick and professional. Will be doing business for years to come.

Melanie Buckley Paul and his family know the industry well and take pride in informing their clients of all of their choices for retirement first and foremost. They truly care about people and l really appreciate and respect that!

Lorna Stephens Erin is wonderful. Kind, patient and extremely knowledgeable. She helped us understand things that we knew little to next to nothing about. All the while with respect and a caring that made us want to be friends with this lovely person. We would never go to anyone else.

brian granader I’ve worked with Brad Thomas for many years and he always gives great advice. My investments are safe with his guidance.

Ginny In all transparency, this is a very early review, but it feels justified. Bradford has been a complete pleasure to work with. As a young investor with a smaller amount of assets to offer to manage, I didn’t expect nearly the attention he’s given me, or the time he’s been willing to spend with me to help me learn. Aside from his 15+ years in the field, the firm’s principals are CPA’s with combined 50+ years tax/finance experience. As a CPA myself, I can vouch for the value of the combination of finance and tax knowledge the firm offers. I would highly recommend working with Bradford, or likely anyone at the firm.