Insight Financial Group - Novi (MI)

Hallie J Rachael and Moises were knowledgeable, responsive, and efficient in helping me refinance my car payment and open new accounts. They helped me take advantage of branch promotions and made my transaction as easy as reviewing and signing documents. Ive been a customer since 2018 and continue to be highly satisfied with the products and services.

Kenneth Hobbs I truly appreciate Maggies assistance, professionalism and personality!!! Her insight for helping clients is implacable. I definitely recommend using the services at this location. Thank you!

Khaled Hamad Outstanding service! Jen at CheckSmart went above and beyond to help me with my needs. She was professional, friendly, and made the whole process quick and stress-free. Her knowledge and customer service skills are top-notch. I truly appreciate her patience and attention to detail—she made me feel valued as a customer. Highly recommend seeing Jen if you want exceptional service!

Archer Dawn E (Arrow Dog Training) You will not find a better financial advisor than Erik. He has been managing our retirement funds for many years. He calls us on a regular basis to schedule an account review. This is so appreciated! Hes always there when we need him, returns calls promptly, and most importantly he takes the time to carefully understand our investment needs. Markets go up and down, but Eriks attention to our needs are steady and reliable. As well, Terese Kromer, Eriks office administrator, is the best! Top notch, friendly and professional! We could not ask for a better relationship.

Dave Meyers I have been a client of Jason’s for 10 years. I am extremely satisfied with the financial planning services he provides. His communication is spot on. He is also patient and professional when talking through any of my financial concerns. He has been instrumental in helping me make well-informed investment decisions and managing my assets effectively. He and Diana, his Operations Manager are extremely capable and supportive. I highly recommend their expertise to anyone in need of wealth management services.

Daniel Broderick Doug is responsive, competent, and educational. He knows what he’s doing and is a trustworthy financial advisor. He has been helping us grow and manage our financial assets since day one and is not afraid to have a real conversation with us about all the shifts that take place in the market.