Level Up Financial, LLC - Dearborn Heights (MI)

Milan Holland Just wanted to say that Michigan legacy has been great to me. This morning I had a great phone call experience with with an employee named Catherine she was nice, polite, and very helpful. True professionalism.

Oliver Collins I’ve known the owners at New Heights Financial for years on both a personal and professional basis. Not only are they “salt of the Earth” people, but they are also amazing at what they do professionally. Johnnie is my “go to” person when I have a retirement question or insurance question. You’re in good hands with the crew at NHF!!

Austin Muma Gloriana is the best. I was chasing a lien release for the past 5 months and she got it back to me the same day. Wish I could give 10-stars

Damon Vander Berg Always exceptional service over phone, in person and email. I never struggle to get my questions answered and in contact with the branch. Anita and Ashley have been super kind and helpful through refinancing my auto-loan, getting a new credit and debit card, and getting set up with multiple banking accounts.

Claire Stewart When I used to think of financial planning, I pictured someone in a suit telling me where to put my stocks. But meeting with Matt Bowden at 2 Bird Wealth Management completely changed that perception. Matt is not only incredibly knowledgeable and professional—he’s also a fellow parent who genuinely cares about helping families build real financial freedom. In our first meeting, he spent nearly three hours with us, taking the time to understand our short-, mid-, and long-term goals. He helped us see that financial planning is so much more than just retirement—its about creating a plan that supports the life we want to live now and in the future. Matt is kind, patient, and never once made us feel rushed or overwhelmed. We left that first meeting feeling empowered, informed, and excited to start this journey. We’re so grateful to have found him and are really looking forward to working together!

Marc Therrien Ron VanSurksum at AAM has been helping us for over five years. He is very knowledgeable in his profession. He has been helpful in providing solutions for some of the unpleasant surprises that have come up in our lives and has created realistic strategies for us to retire comfortably. He has recommended to us a good attorney and a CPA whom we work with to cover all bases for financial decisions. Ron is easy to work with and is available when you need help. I highly recommend Ron.

Ian Phillips The absolute best customer service of any branch Ive ever visited! Been a PNC (National City) customer for 18 years. Have been inside numerous times and have always had a positive experience. Knowledgeable, efficient and personable staff.

Winnia Ingram Thank you for a wonderful event. The extra things you do are so nice. We are fortunate to be part of the Dodson Family. Peter and his staff are amazing and so easy to work with. They are very accommodating and have helped us understand what we need to do heading into retirement. Thank you for taking great care of our Financial Planning needs.

Michael Colburn Professional..experienced and great to work with