Merrill Lynch Wealth Management - Farmington Hills (MI)

Roberto Cardenas CINDY D. was very kind and helpful getting my wife’s bills/account straightened out! She even went above and beyond and used the little Spanish she knew to help my wife understand everything clearly. I would definitely recommend CBM Services!

David S Just meet with Jeffery today to do my business and personal taxes. He has to be the best accountant in the St Clair Shores area. He pointed out several tax deductions I would have completely missed! I am very happy and would highly recommend this place to get your business and personal taxes done.

John Henighan We use CG Financial to manage our 401k Plan & have been very satisfied with the work – both in the performance of our investment portfolio & rigor of their financial analysis. And, just as importantly, they’ve been EZ for our management team and employees to work with. Often, employees are intimidated by financial jargon or the seeming endless choices for financial investment. CG Financial puts everything in clear, layman’s terms, and then has a hands-on approach to helping plan participants. Whether it’s meeting employees individually to sign them up for the 401k or change their investments, presenting at LorAnn Quarterly meetings, or facilitating engagement or problem resolution with our plan sponsor or 3rd Party administrator, CG Financial has done a fantastic job, and I recommend them highly.

Karen Colley We have worked with Marc for 15 years. Marc is highly professional, expert in what he knows and explains everything very detailed. He has customized a financial portfolio to help plan for all phases of our life. It’s always a pleasure to work with Marc and highly recommend him for your financial services.

Mark Ebben Excellent PERSONAL financial planning!

Thomas Phipps Highly recommended for personal and business. Extremely professional yet personal. Hard working might describe Chad best.

Dan Kaczanowski I’ve shopped many financial advisors in Grand Rapids. Zhang is no nonsense, straightforward, and no hidden fees. They take the time to explain, treat you like a unique person with your own level of risk tolerance and needs, and keep you informed. This is the way all financial advisors should operate.

Lori Bos We have been using Kurt for the past 4 years. He is always available for us and does a fantastic job. Would highly recommend.