Michigan CFO Associates - Clinton Township (MI)

Roxy Hayes-Brown This business and the people behind it are EXACTLY the kind of folks you want to entrust with your assets. Jose Yanez and their team care about the real people these portfolios represent!

Virginia Lauder Very goid and professional. My CFP takes the time to get to know you, what your financial goals are, how you are progressing towards goals, and go as recommendations to achieve these.

David VanderVeen We have been with Brian and his colleagues for 18 years. They are all very proficient in what they do. There advise and their management of our investment portfolio has been stellar. We enjoy reviewing our investments with them because they are friendly, professional and caring. Great group!

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.

Laura Van Heest Very helpful. Good listener. Also, very patient explaining things.

Sue Robbins Working with The Center is an absolute pleasure. Not only have they helped to grow my investment portfolio, their consultation on taxes, health insurance and retirement income has been wonderful. Each team member demonstrates top notch client service and is always responsive and helpful. You will be in good hands working with The Center team!

Jess Diem Outstanding Experience with Our Loan Officer and Processor! We couldnt be more grateful for the incredible service we received from Taylor and Haley throughout the home loan process. From day one, they were professional, knowledgeable, and genuinely invested in helping us secure the best loan for our needs. Taylor was clear, patient, and always available to answer our questions—no matter how small. They explained every step in a way that made us feel confident and informed, and they worked tirelessly to find the best possible rates and terms. Haley was equally amazing—thorough, responsive, and extremely organized. They made what could have been a stressful process feel seamless. Every document was handled efficiently, and they kept us updated every step of the way. Thanks to both of them, we closed early, without a hitch. Their dedication and expertise turned a daunting experience into a smooth and even enjoyable one. Highly recommend this team to anyone looking for a reliable and supportive lending experience!