Lincoln Financial Services - Lakeview (MI)

MARIMBA NOLAN J at the front desk is so welcoming. If you need your taxes done check them out!

Randy FERRIS Great people friendly

Blane K Exceptional experience!!! Knowledgeable, personal and overall our experience was outstanding! Rob Schauer works hard to please and to ensure you get the best possible representation. I suggest when you invest, insure and retire go with some one you can trust. You wont be disappointed with Rob, he is very trust worthy and caring.

Andrea Lockhart Beautiful office with great service and company culture!

Sarah Pettenger We absolutely love working with Blumark! In our first few meetings, our Financial Advisers had us complete a financial portfolio and set financial goals for ourselves. They showed us that we could save more money each month then what we thought we could. Two years later, we had saved enough for a down payment on our dream home. Also, Blumark helped us with our estate planning. Its something we hope we never need but are so thankful to know that our loved ones will be taken care of, if something should happen. We loved working with Blumark so much, I referred my parents to them for help with their retirement planning.

John Mumy We have had a relationship with Braeburn Wealth Management shortly after Mike Poland started his business. Prior to that, we have used Mikes expertise to manage and grow our portfolio for approximately three decades at most of his previous employers. Our experience with Mike and Braeburn has been very rewarding. Its very comforting have an investment advisor that has such a keen eye for detail and knowledge so that your portfolio is essentially on autopilot. In addition, if I decide to take a flyer, I can rely on MIke and his team to steer me in the right direction.

Maya B I’ve had such a great experience with this insurance broker. He will text me back even if it’s on the weekend, and he has found me the lowest rates while shopping around. He’s always professional kind and replies very fast I highly recommend him.

Nathan Grajek Very clean and modern facility. Learned it was a repurposed Circuit City which is especially impressive.

Alana Jarl I am feeling very secure with C2 Private Wealth. After attending the retirement education course and having a few meetings with Jake, I felt very confident with the education I received and the plan of action for retirement. I highly recommend taking C2 educational class if you are thinking about retiring in the near/far future. It is very informative.