Heritage Wealth Partners - UBS Financial Services Inc. - Detroit (MI)

Brandi Romero Laurie Humphrey is the best in the biz!

lars nordberg Larry has been my financial planner for over 10 years and his service and advice has been immeasurable. I particularly like that he is extremely knowledgeable about taxes and tax ramifications. If you are looking for a financial planner, Larry is the guy!!!

Haifa Nagi Just left, had the best experience. Timothy is amazing, took care of me and pretty much cleared out the lobby of people waiting. I was impressed.

Eric Ruibal I was referred to this specific branch of Bank of America after being with Consumers Credit Union for years to open an account and transfer all my money to Bank of America and close Consumers Credit Union accounts due to the lack of protection towards fraud and my accounts, never been to a bank where they tell you to come back at a later date to open an account with them considering there in the business of money, plus there were 3 workers talking to absolutely no one at the time. Taking my money elsewhere.

Nicolas Gumina Could not have asked for a better experience. Justin was extremely thoughtful, listened to our specific questions and financial plans and gave tremendous insight. I look forward to a long partnership with Nemes Rush

Mary Jo Boruta I am very impressed with Bespoke Financial Planning. John has helped us define our financial goals and given us tangible ways to achieve these goals. He is organized and detail oriented. I also appreciate that he is able and willing to explain relatively complex issues to me in a way that I feel comfortable with the various strategies.

Randy FERRIS Great people friendly

Dan Martin When I was in my mid 20s, I met with Ron Wiser. I remember the laminated binder we went through, with a hypothetical rate of return, and I was inspired to begin saving for retirement. I was introduced to Wes and others from the Wiser team that helped get a plan in place. That was 20 years ago, and Im so thankful for this connection and their service along the way. I appreciate their commitment to our community, and being willing to help everyone, even those just getting started with savings. Thank you Wiser Financial!!