Hollie Hodge - Waterford (MI)

SHERYl KNIGHT I just called trying to find my representative for my account and the gentleman that answered the phone was very rude telling me hes not my representative and hung up on me. WOW.

adrienne knack Aleia MacDonald and the Advanced Wealth Strategies team are absolutely amazing. They are honest, hard-working, diligent...the list goes on. Advanced Wealth Strategies repeatedly shows how much they care about their clients - from follow-up emails to client appreciation events. Aleia treats every client with respect, patience, and kindness. I never hesitate to refer clients, family, and friends to this amazing team.

Aaishah Hasan Highly recommend AE Tax services! I’ve been going to H&R Block since I’ve been old enough to file taxes and finally decided that I wanted to support a community business that’s black owned! And I paid less to file my taxes. Very professional, well versed, and timely! I couldn’t recommend them enough!

Milan Holland Just wanted to say that Michigan legacy has been great to me. This morning I had a great phone call experience with with an employee named Catherine she was nice, polite, and very helpful. True professionalism.

Cj S The smallest kindness makes the biggest impact. Monica Beard made a caring, helpful, impactful difference with my family today under a tight timeline to help us out. We are grateful to this "saucey" professional & her ladies for truly caring about customers, their situation, and for getting it done. Thank you!!! Bank local, you are more than a number.

K M Scott is the man. He’s thoughtful, communicative, and responsive. He’ll answer any silly or novice question I have with a comprehensive responsive and well laid-out plan. And the best part is, he actually cares enough to inquire about my personal life and hash out financial decision-making tailored to it. Scott is the best and would strongly recommend hiring him for your financial planning needs!

Ben Cross I met Mark from Bay Pointe Financial Management through a friend. After speaking to him a couple of times I could tell he was sincere and understood various different investment strategies, wasnt just trying to sell me life insurance. They are fee based and not commission based so the are aligned with their clients which I like. We came up with a plan to get my goals on track and he followed up with me to make sure that I was executing on the plan. We met several time during the day and in the evening. He always picks up the phone when I call. Id highly recommend Mark Pauwels and Bay Pointe Financial Management.

Alaina Zhang I had a great experience working with Rich on securing my disability insurance. He was knowledgeable, responsive, and had my best interests in mind. He took the time to explain every detail clearly, answered all my (many!) questions with patience, and helped me feel confident with choosing the right policy that covered all my needs. I highly recommend Rich to any medical professional looking for trustworthy disability insurance guidance!