Michael DAgnese - Shelby Township (MI)

Steve Serkaian Brandon Carter and his Financial Strategies Group team provided my wife and I with clear investment advice and strategies that has helped make our retirement secure. Brandon listened to our concerns and desires, and designed an investment portfolio that was blended between growth and our tolerance for market fluctuations. More importantly, Brandon spent to time to get to know us and our family. Brandon’s approach provided us with a secure foundation upon which we built our dream home as we begin our retirement journey. Steve Serkaian

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

Fred Grant Jen Bessen has been very easy to work with. Always offering suggestions. Has been an asset to my core group of advisers that I rely on. Team Player.

Mary Jo Garascia They have the best staff that gets proven results for all your investment needs and offers good tax planning strategies.

Stephen Meier My retiring parents and I have been working with Adam Carlson for about a year now and I can say he has treated us with amazing service. He has guided us through multiple retirement transition decisions and has gratefully worked with us through communication challenges trying to get my parents and myself in meetings at the same time calling in from differing parts of the country. Adam is a true professional and I highly recommend.

Kimberly Hooper I inherited an IRA annuity and sought advice from Robert on what to do next. Rather than doing a fee-only service, it was set up for him to be my financial adviser. He encouraged me to move another inherited IRA account, which he also managed. Less than a year later he...quit. Took himself off the accounts. I had asked him in email to explain what was happening in the market because the accounts had been losing money, and rather than give me an explanation, he just quit. I had only met with him a few times, and there werent phone calls, or much email contact, so I know I didnt take up too much of his time. I have no explanation for why a financial adviser would choose to quit rather than answer questions. I would not recommend him, especially since the adviser on the account he encouraged me to move DID answer any questions I had, which is what I thought an adviser was supposed to do.

Lashawn Green Uncle Rob gets the job done Hes been there for many of years. Always been fair prices. Has the state of the art Diagnostic machine.