Michigan 401(k) Consultants & Private Wealth Management - West Bloomfield Township (MI)

Christine Acob After taking the time to understand my unique financial situation and retirement goals, John Herbert and his team provided thoughtful, expert guidance in managing my portfolio and reducing risk. Thanks to their help, I’m enjoying the retirement I had always hoped for—with peace of mind and confidence in my financial future.

Carolina González 310559

Bayle Delalic I have nothing but positive things to say about Merrill. My husband and I have been working with Rua for the past 6+ years.

Monroe county Friend They are liars. They have defaulted on funding multiple projects. One large project in Dallas Texas and another in Toronto Canada. Charles Carey has a hard time telling the truth. AVOID!!!!

Ali Saleh We came to see Hana (Hawraa Mazloum) at the Canton Bank of America branch around the beginning of August, and she was amazing from start to finish. She welcomed me and my wife right away into her office and helped us open a new account without any issues. Hana is very professional, friendly, and easy to talk to. Anytime I have a question, she responds quickly and communicates clearly. She made the whole process smooth and stress-free. I highly recommend asking for Hana if you come to this branch—she’s truly excellent at what she does!

Steve Conklin They have done a great job for us over the years!! We have complex taxes to prepare.

Donna Crechiolo Best Financial Adviser I have ever had!

Rez Trrs Excellent agency. Help me through the Medicare maze and made it so easy.