Howard L. Margolis, AIF CTFA - Southfield (MI)

Antoinette James Great Grandparents Raising Grandchildren Support Group for grandparents raising children and families raising family!! Plenty of planned events for the entire family! Love the team and its members, very supportive and plenty of resources

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).

Joseph Lanz I met Dan Haines after interviewing several advisors, including some big name providers, when I was contemplating retirement over three years ago. Dan’s review, analysis and guidance convinced me the time was right and that I could enjoy a comfortable retirement. Since retiring Dan’s ongoing support has been invaluable. Dan’s recommendations to secure my assets during recent market turbulence proved to be exactly the right choices. A recent meeting with Dan and Doug Voisard specifically addressed my concerns about meeting increased medical costs as I age. Dan and Doug provided a thoughtful and fact-based analysis which reassured both me, and my children, that I’m well prepared for that future. I trust Dan implicitly.

Sue Robbins Working with The Center is an absolute pleasure. Not only have they helped to grow my investment portfolio, their consultation on taxes, health insurance and retirement income has been wonderful. Each team member demonstrates top notch client service and is always responsive and helpful. You will be in good hands working with The Center team!

Richard Endicott Great

john justice Very Freindly and nice staff.

Spivey Michael Ive been banking with this financial institution for over nine years and I love their professional staff for such a great effort.

Adriannah H My husband and I willingly make the drive to Refunds R Us (Alex) every year to have him do our taxes, we live about an hour away, depending on traffic. His prices are a driving factor, but not only that. He has always been 100% honest, transparent, quick and detailed through the process and ensures we are always prepared for the coming year. We have received our largest returns working with Alex, and I feel safe knowing we are in great hands. Highly recommend!

Renee Benedict Personal service. Sound advice. Friendly. Bery helpful, Great bank rates. They focus on you as a person, not a dollar sign. Perfect neighborhood credit union. Great hours and atm does work!!