McLellan Financial Services - Rochester Hills (MI)

Casey Smith Brie was absolutely wonderful! She patiently answered all my questions and never made me feel rushed. It was a great experience overall!

Tina Have been coming to Bob for 2 years now and have had great service.

Joseph Lanz I met Dan Haines after interviewing several advisors, including some big name providers, when I was contemplating retirement over three years ago. Dan’s review, analysis and guidance convinced me the time was right and that I could enjoy a comfortable retirement. Since retiring Dan’s ongoing support has been invaluable. Dan’s recommendations to secure my assets during recent market turbulence proved to be exactly the right choices. A recent meeting with Dan and Doug Voisard specifically addressed my concerns about meeting increased medical costs as I age. Dan and Doug provided a thoughtful and fact-based analysis which reassured both me, and my children, that I’m well prepared for that future. I trust Dan implicitly.

Cari Olekszyk Pete has been tremendous helping us confidently prepare for our retirement. His knowledge and advice are so valuable especially navigating through uncertainty. We couldn’t be more satisfied with our Modern Wealth Management experience.

Jason Reno Ive been working with Schultz & Associates for the past 2 years for both personal and business taxes & bookkeeping. It has been great to work with both Jeff and DJ. Their knowledge and communication has been wonderful. If you are looking for personal or business services I would highly recommend reaching out to them!