Kathrine Ajaero Mr. Singh has helped my husband and I with our taxes a couple of times. He is very good at what he does and works fast! Mr. Singh is also very knowledgeable. If you have any tax questions, business questions or need guidance, I would highly recommend this place.
Francine Alexander Toni Wander is simply excellent! She listens carefully and fully, assesses many pathways forwards, and bring creativity, knowledge and deep expertise to the process and the plan(s).
Lewis Marshall Weve been working with Stonebridge, and their predecessor, for over 10 years. Theyre extremely professional and always have advice thats not pressuring, but truly advising.
We appreciate our relationship and will hopefully continue working with their team for years to come.
Bob Bobby I spoke with Brian Treppa today in his office about a unique tax situation for cross border taxes. He referred me to someone who was an expert in this area. Brian and his staff are very personable, helpful and professional. I greatly appreciate them helping me with a complicated matter. I’ll definitely recommend them in the future.
Rick Hoffman Retirement is a very scary thing to do these days. My Husband and myself meet Charles and David Bartman at one of the many summaries we went to. We were on the hunt to find a good financial advisor. We choice the Senior Financial Center because David Batman was very knowledgeable about investments and how to make our money grow. We have meet with David several times and we already feel welcomed by everyone in his office (they are polite- friendly). We trust the Senior Financial Center with our retirement investments. You will not be disappointed if you choice David Bartman, you can retire knowing they have your back.
Sam BoERSMas Excellent company and employees. Dan is very trustworthy and has your best interests in mind. He is also very responsive and helpful. I highly recommend working with him and the team!
Rachel Sammons Needed some renters insurance for my daughter she was moving out of town. I worked with Kim Kalahar at My Member Insurance in Midland not only did she get us what we needed for her new rental but she did all the work for us I told her what we were looking for and Kim took care of it all within the day. I really appreciate all the help Kim gave us when we really needed it fast and efficient.