Fortified Financial Group of Thrivent - Mt Clemens (MI)

5 /5 Heather Ouro: Ian and Melissa are fantastic financial advisors. They listen to exactly what our financial goals are and help us develop a realistic plan to reach those goals. They offer options and actionable plans to help us obtain our short, mid, and long term goals. They’re willing to walk with you through every step of your plan and keep you accountable. We couldn’t recommend the team at Thrivent financial enough! We feel super comfortable working with the Thrivent team!

5 /5 Christian Salas: Ian Cole was very professional, very honest he helped me open up a few accounts, made it very simple and easy. He’s always been really helpful when I had questions. I highly recommend him.

5 /5 Emily Collins: Since I was a little girl, I have known about Thrivent. It is a large, altruistic non-profit out of Minneapolis, yet it is my familys business in The Clem: my grandpa, dad, and now brother-in-law. This is a 70+ year legacy of relationships, education, and wisdom on how to manage your money. The best part is, every client has a unique life experience and this team meets you in your financial understanding and need. My husband and I are one example- were in our late 20s and our financial understanding and need is different than that of a single mom, someone nearing retirement, or a family who just lost a loved one. After our first meeting, my husband and I are walking away with a folder of relevant information, access to an online curriculum, some goals/homework as a couple, and a follow up contact. When were ready, the Thrivent team is ready to analyze our needs/goals and create an Individualized Financial Plan for us. Read that again! This team does not push sales on you. Theyre warm, patient, and trustworthy. The Thrivent team out of The Clem cares for you, like family.

5 /5 Nathan Harris: Today my wife and I meet with Ian Cole. It was a great first experience at the office. We had the chance connect over our financial goals. We appreciate how Ian will be taking all the aspects of our life into account while planning and implementing our financial plan. This was more like counseling than listening to a sales pitch. We are excited to work with Ian and Dave as they continue their family business legacy for another 70 years. Highly recommend.

5 /5 Jim: David and Ian provide excellent follow-up, planning and communication skills to understand the complex environment of financial planning. Even in difficult/challenging market conditions the team looks to ways to maximize your investments to maximize growth opportunities. Helpful in making sure all the is are dotted and ts crossed for your portfolio and estate planning.