Flint Finance Department - Flint (MI)

Denise W Always friendly, informative and helpful.

Brett Nylund Its great to hear from my new advisor, Kevin Krym, who I have had for a year now. Kevin contacts me every month to update me on our progress and trends going on in the markets. I rarely would hear from my old advisor and its nice to not feel neglected as if my portfolio was not worth his attention. SO GLAD I MADE THE CHANGE !

Bill Joyner Knowledgeable and very open about how and why they are making recommendations. Appreciate their unique perspective. Would recommend them to others.

John Henry I just started but I really like this firm. I appreciate the clear communication, and willingness to answer questions I may have with out making me feel dumb. Im in it for the long haul so a bit early for me talk about returns.

Lisa Smith Today, I worked with Shannon regarding a financial matter. She demonstrated extreme patience and kindness as she walked me through the entire process. In such a fast paced world, its not often that I see such amazing customer service. It was a pleasure to work with her.

Marion Swope Did not expect such quality interaction with Blake ! Extremely knowledgeable and patient. Blake was able to break down and simplify concepts with no financial experience. Very greatful for all his help. Blake also went above and beyond and gave lots of advice and answered every question. Blake actually cares about people and your financial security along with your all around outlook on life and a healthy mindset witch led to the education of good choices and enabled us to start making wise choices that day in boldness, hopefully the first of many ! He cares about your whole familys units health and was refreshing! Thank you Blake .