Imber Wealth Advisors, Inc. - Ann Arbor (MI)

5 /5 LaDonna Bow Billman: We moved our investments to Imber Wealth Advisors many years ago and been very happy! Jon Imber and the entire team are responsive and attentive to our accounts, ensuring that our investments align with our personal financial goals. We appreciate their proactive approach in fine-tuning our portfolio. It’s reassuring to know that our investments are in trustworthy hands and being carefully managed at Imber Wealth. We highly recommend their services to anyone looking for knowledgeable and reliable financial advisors.

5 /5 Rachel Schoppen: Amazing team and extremely good financial advice and advisors. They are so good at making you feel special and well taken care of. Jon’s advice is spot on and he is a great guy to work with. Would 100% recommend this firm to anyone looking for retirement services, financial, and estate planning. They also host the best events!!!

5 /5 Teri Allen: Imber Wealth Advisors has helped me navigate going in to retirement and understanding all the details of how to make my money last longer. Now, I can enjoy what I worked for all these years. I am so grateful for Jonathan and his staff.

5 /5 Lynn Jenkinson: After being with other financial advisors I have found that Imber Wealth Advisors is a 10 in a market of 5s. I have been with them for at least 15 years and they have helped me plan for a retirement I can count on. They take their jobs seriously and treat their customers like family. They are active in outreach programs and make a difference for many in the community. Clients are offered the chance to engage in these activities. They also have great get-togethers such as a yearly Christmas party that also contributes to charitable causes, golf outings, etc. There are other fun socializing opportunites throughout the year for clients to meet each other. I highly recommend them if you are looking for someone you can trust to assist you in financial matters as they are a fiduciary company. You will be welcomed and treated like family!

5 /5 Lori ONeil: Imber Wealth provides the perfect balance of invaluable investment guidance and sensible long-term strategy after listening to my needs and concerns. Semi-annual check-in meetings provide peace of mind that my retirement goals and funding are still on track. There is never any hard selling of any additional services at all. I have recommended Imber to many of my friends who are looking for a financial advisor.