First State Bank - St Clair Shores (MI)

Austin Waldo I’ve worked with Ian and the Waldo Wealth Partners team for years now, and I couldn’t recommend him more highly. Theyre incredibly knowledgeable, responsible, and truly have their clients’ best interests at heart. Ian’s integrity and trustworthiness set him apart, and I have total respect for the way he handles financial planning. If you’re looking for someone who genuinely cares and delivers sound financial guidance, WWP is the firm to call.

James Wood I am not a current RJ liens but was 2019. Trying to find my 2019 1099s but it’s impossible!!!!! HELP???

Robert Chism I cant say enough about Brandon. He is very outgoing and honest. He takes the time to explain your investments and go over your budget. He is also persistent and helps keep you on track. I highly recommend him as a financial advisor!

Roberto Cardenas CINDY D. was very kind and helpful getting my wife’s bills/account straightened out! She even went above and beyond and used the little Spanish she knew to help my wife understand everything clearly. I would definitely recommend CBM Services!

Tammy VanHimbergen My husband & I are very pleased with the services Zach provides us. He is extremely knowledgeable and very patient to explain different options for our long-term goals. He is always available for any questions or concerns we might have. We highly recommend Zack for all your financial needs.

Brandi Romero Laurie Humphrey is the best in the biz!

Lou Ann Ball This was my very first visit to Bank of America. I have done everything on line before. I had a large deposit to make and I had it all itemized, checks signed, cash counted, deposit slip made out. Every thing went smoothly, and quickly. I had one car in front of me. The teller was very polite. I gave her my driver license, and i expect this with a large deposit, and never being there. Overall, it was a wonderful experience!

Randy Carlier Ive been working with R.J. Koss and Joe Saverino for about five years now. Not only have they managed my 401(k) portfolio extremely well, but also several of my clients. They all tell me how great these guys are, a sentiment that I can only reiterate. I highly recommend R.J. and Joe!!!

Marshall Herron Very helpful any time I need anything

Amanda S Highly recommend Nate and his team! Nate takes his time to listen and understand your plans and goals and tailors a plan to best fit your needs. They go above and beyond to communicate and educate you. He is very professional, caring and trustworthy, we know we are in the best hands! Thank you for everything!