Geneva Financial - Sterling Heights (MI)

Dave Meyers I have been a client of Jason’s for 10 years. I am extremely satisfied with the financial planning services he provides. His communication is spot on. He is also patient and professional when talking through any of my financial concerns. He has been instrumental in helping me make well-informed investment decisions and managing my assets effectively. He and Diana, his Operations Manager are extremely capable and supportive. I highly recommend their expertise to anyone in need of wealth management services.

Alan Olweean The preparer has been nothing but professional all the time I have been using her. Friendly and very knowledgeable. Confidence is what I am most impressed about Pam.

R Whi Alexus went above and beyond for any issue I had. She is nice and very warm and welcoming. That means a lot because I am one of many customers and she always make me feel like Im her only customer.

Alexander Merab We went in to get financed and recieved some of the most amazing service from Miss Holley and Karsandra(supported by Jordan). They were warm and welcoming and were able to get us into the car we wanted that day with a great interest rate! Go see them, they are Amazing!

Thomas Valk Al and Lori are fantastic. They take time to review all options and explain your situation honestly. Excellent service.

Blane K Exceptional experience!!! Knowledgeable, personal and overall our experience was outstanding! Rob Schauer works hard to please and to ensure you get the best possible representation. I suggest when you invest, insure and retire go with some one you can trust. You wont be disappointed with Rob, he is very trust worthy and caring.

Brigit Macomber I totally believe in the SBA mission. And I got an email with a valuable webinar line up from the Detroit SBA. But the registration links were broken. And then I discovered its virtually impossible to contact them. I wonder if theyll know why no one is signing up for their webinars?

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