Heritage Management Agency - Warren (MI)

Peach Matthew The level of expertise at Arbor Trust is few and far between. They have a small but mighty team of caring people. If youre looking for a good financial partner, be sure to check them out

Dawn Bruderick Steve has worked with us for decades. Professional, knowledgeable, responsive and his investments did everything he projected. I would highly recommend Steve.

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.

Jose Gonzalez III Love all the people that are there. They are all terrific. Hope more people can enjoy the experience that I have had and hopefully more people will become a member. Love you all. Take care. Be safe.

Alisa Reed Janell and Liz are the most professional and pleasant people at this location when it comes to customer service. These two ladies are phenomenal. Always greeting me with a smile. Even if they are having a bad day you will never know it lol! I feel like I’ve known them for years. Great conversations and I feel welcome. All at the same time doing their job very well, fast and accurate! Keep up the great work ladies!

Edmund Gucwa The friendliest and helpful service in banking. The staff is always so polite and helpful anytime. If I could give them a 10 star rating I would.