Mark Ivezaj - Financial Advisor, Ameriprise Financial Services, LLC - Troy (MI)

Loreta Soriano good

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.

Shannon B I am planning for my teen’s college years and wanted to find a company who can provide advice and financial knowledge. Working with both Angelina and Paul has been a positive experience. Angelina’s quick responses to my questions, help with the FAFSA forms, and also breaking down the college financial page from each college has been a tremendous help. The meetings with Paul have been eye-opening and helpful and planning for the college future. I would definitely recommend Bridgewise to other families with questions about college finances.

Nicholas Vasquez Ive been with Capital Payee Inc for a long time, and I cant say enough good things about them. The staff here truly care about the community—theyve consistently gone above and beyond to help a wide range of people across Lansing. Their professionalism, kindness, and dedication have made a real difference in many lives, including mine. Its rare to find an organization that combines excellent service with such a genuine commitment to the people they serve. I’m truly grateful for everything they do. Highly recommended!

Tom Michaels We began working with Rob Moore and the Center for Wealth Management over 20 years ago, when I changed jobs and did a rollover; I invested 50% with Rob and 50% with another firm. Over the three-year review, Rob’s investments not only had a higher return but the expenses were also much less. Rob has done a great job creating a well-designed retirement plan, helping us save for kids’ college, and strategizing to find the right mix of investments aligned to our risk tolerance, while keeping it diverse and minimizing expenses. Rob has in-depth knowledge of the market and projects honesty and fair balance in the information he shares. He’s dedicated to continued growth and learning, proactive in reaching out, a strong communicator, and a caring family man. Anytime someone we know is looking for a trusted financial advisor, we recommend Rob; my parents, our children and their spouses, and some work colleagues have all partnered with CWM. I can state with confidence that all have been impressed by his knowledge and professionalism and pleased with the investment advice provided in a timely manner. The most important benefit from working with Rob is the ability to gain information on a wide variety of financial products and stay up to date on market changes, my taxes, and avenues best suited for my investment goals (both short term and long term). We are blessed to be able to go into retirement with peace and comfort knowing we have the means to leave a legacy to our family and charities we support. We are grateful for the coaching and insights Rob and CWM shared with us to make this possible. We trust that they are working with us and for us. - Tom & Laura Michaels

NinjutsuDensho Foresters guy arrives to my house unannounced multiple times, no email, no txt, no phone call, no mail, nothing. Tries to enter my house and I had to physically block his way. Man I do not know you, and I am definitely not letting you in my house. Inquires about my families personal medical information multiple times, I told him I am not telling him that information, inquires about my personal information etc., Wouldnt leave the property promptly when asked and stood talking in the driveway blocking one of our guests from pulling in the driveway. Hes lucky he wasnt hit by the vehicle. He continually brought up his religion, showed off his religious book, even when I made it clear I am from another religion, he then proceeds to tell lecture me on what my religion believes, then smugly claim brags about how he and his buddies supposedly apostated one of our guys. Guy totally misread the seriousness of the situation he was unnecessarily creating. Foresters people need to understand the demographics of Dearborn and surrounding areas if your going to service the area.

Casey Lane Kim is like family. She is inviting and always has the clients best interest in mind. She makes you feel welcome and as if you are a family member.

Rich Nobody Paul My father left me the interest in a half million dollars unfortunately, he left it with Pollock who cant manage a 1.5% return. Now I am homeless. Really? Half a million dollars, he can generate a max of 6k/year. Great job jim!