Jakes Financial - Warren (MI)

William Boyd Before working with Jordan at True Wealth, I really struggled with knowing if my money will last. After working with him and his sophisticated tools and guidance, I feel confident in my current and future spending rates. Jordan also helped me determine my estimated quarterly tax payments with much greater accuracy and all at a significant cost savings to me.

E E I have had an awesome experience with Peter S at Morgan Stanley, in Rochester, MI. He is a Financial Advisor but works in another capacity to support teams. In short my skill set is not finance and after almost 4 decades of marriage to someone that was skilled in money, I was a bit lost. Peter always answered my questions kindly and without judgement. He made the transition of my spouse handling all finances to my handling the finances easier. Amanda H, my Financial Advisor, also assisted in an important transaction that would have failed without her immediate assistances. I can pay all Charge Card bills in the Morgan Stanley website. I was Blessed by their help and education.

Kristin Clemens As a very small dealership in Ohio, every dollar counts. 1st Choice provides me with very reasonable fees. This helps me make every purchase count! My Territory Manager is top-notch, too - super easy to worth with and very approachable. I love that they do not cookie-cutter my dealership with anyone elses. We are unique people with individual needs, and 1st Choice treats me as a valued customer every time.

James Moses Great people doing a great job for our financial future. We trust them completely.

The king I had a pleasure experience at CheckSmart. Tee was very smart and helpful her knowledge and professionalism has helped me in a positive way and she definitely excels in the customer service aspect of the business. I hope next time I come in I can work with Tee again I couldn’t say enough things about her customer service skills.

Sandra Gutenkunst If you are looking for individualized, personalized, and customized service in the areas of retirement planning and preservation (including advanced tax planning), Asset Preservation Tax and Retirement Services delivers exactly this. Above all else, this is a company owned and managed by a financial advisor who puts his clients interests above his own gains. I have made multiple mistakes falling for falsely declared fiduciary sales pitches over the past several years. Fortunately, after attending a highly informative retirement seminar in Sterling Heights, MI, I was able to connect with the "team" and after a few meetings, I decided on the financial advisor best suited to guide me forward. I trust Justin Carlson and his team without reservation; the fact that my daughter and son-in-law who are positioned in D.C. became his clients as a result of my personal recommendation speaks volumes to the trust and faith I put in this fine individual and his team of financial advisors.