Managed Money Conceps - Lansing (MI)

Camelia Ciobotaru My husband and I have been Dan Stavales clients for 17 years and are very satisfied with Dan and Paragon Retirement Planning Inc. The services Paragon provided aligned with our financial goals. We discussed the investment strategies and products, and the communication has been great always.

demecia thomas David has been an amazing partner on my financial freedom journey! His knowledge and willingness to go above and beyond for his clients is inspiring. He helped me build my business model and develop my brand which far exceeded the scope of what I originally hired him for. He has been a wealth of knowledge, a life coach, and most importantly, a great friend and resource for my family. I would highly recommend his services.

Connor Waldo I generally have a really good experience. some of the stuff with community financial is a little bit odd in terms of their information systems, but I like the friendly and family oriented atmosphere. They are always helpful when it comes to getting a car loan as well. overall I think its good to have a credit union on your team and Im glad that I have community financial. I have been banking with them ever since I was 8. Thats over 20 years.

Stacy Heidt I have worked with Ron for years and he is fantastic to work with-He made the financing process, smooth, stress-free, and efficient. He is knowledgeable and responsive. Highly recommend!