Mary Elizabeth Henige: Primerica - Financial Services - Shelby Township (MI)

Thomas Ensign When we retired, we rolled over our 401-k to Sapientia Wealth Management. We also sold our condo & moved to the west side of the state. We wanted to have some liquidity. Beth provided an investment strategy that provided both. She follows up with us and we receive a monthly print out of how our investment is doing.

Carrie Higgins McKague Financial can help with retirement and income planning. They are wise and helpful for what works best for you not for them!

Anthony Johnson By combining multiple high-interest debts into a single, manageable payment, this lending company assisted Warren residents with debt consolidation. They took the time to comprehend all of my current commitments and came up with a plan that really reduced my monthly expenses. A wise financial move that made things better for me overall.

Ginny In all transparency, this is a very early review, but it feels justified. Bradford has been a complete pleasure to work with. As a young investor with a smaller amount of assets to offer to manage, I didn’t expect nearly the attention he’s given me, or the time he’s been willing to spend with me to help me learn. Aside from his 15+ years in the field, the firm’s principals are CPA’s with combined 50+ years tax/finance experience. As a CPA myself, I can vouch for the value of the combination of finance and tax knowledge the firm offers. I would highly recommend working with Bradford, or likely anyone at the firm.

Ricardo Robles Great place to be professional