Jim Williams Financial - Livonia (MI)

Roberto Cardenas CINDY D. was very kind and helpful getting my wife’s bills/account straightened out! She even went above and beyond and used the little Spanish she knew to help my wife understand everything clearly. I would definitely recommend CBM Services!

Robert Kowalski Chris Hines and Sheri at the Shelby road location are very experienced and professional. Chris has handled my investments for many years and I am very happy with the positive results.

JIAYI HUANG Twyla was a lifesaver in helping my elderly parents through an unfortunate event. She was professional, knowledgeable, acted with urgency and compassion. Thank you for resolving their concerns. I know they will sleep better tonight! Really appreciated you and everyone at the branch today!

James Wood I am not a current RJ liens but was 2019. Trying to find my 2019 1099s but it’s impossible!!!!! HELP???

Roxy Hayes-Brown This business and the people behind it are EXACTLY the kind of folks you want to entrust with your assets. Jose Yanez and their team care about the real people these portfolios represent!