InvestWise Financial LLC - Bloomfield Township (MI)

5 /5 Kathleen: I am so happy I thought to share my experience. Having James Uh as my financial advisor has made me much more confident about my financial future. I had been a poor planner and I had so much anxiety thinking about it. James was very knowledgeable, kind and professional and put me at ease. I appreciated how patient he was when I had multiple questions. His assistant, Vanessa, is always helpful to me when I call with any questions. Great resource for financial planning!

5 /5 Mike Ashley: A great firm to work with. Very friendly, helpful, and always willing to go the extra mile. They have a team approach to managing accounts with a very personalized approach to investing and financial planning.

5 /5 Wendy Rish: Corrine Martin was such a pleasure to work with. She went above and beyond what we expected in helping us transition into Medicare Health Insurance. Thanks so much Cori!!