Mission Wealth - Novi (MI)

The king I had a pleasure experience at CheckSmart. Tee was very smart and helpful her knowledge and professionalism has helped me in a positive way and she definitely excels in the customer service aspect of the business. I hope next time I come in I can work with Tee again I couldn’t say enough things about her customer service skills.

James Peacock My financial advisor joined Mosaic Wealth Management a number of years ago. Ive been with him for about 13 years. Hes been such a great help for myself and wife. The whole staff at Mosaic Wealth Management are very friendly from the time you open the door till the time you leave. Ill leave my financial advisors name here, so if you are interested in a visit to see him or another advisor, Id highly recommend it. My advisors name is, Jonathan Hayes. So if you are in the process of using a financial management service, check out Mosaic Wealth Management, you wont be disappointed.

Daniel James Nicole and her team are fantastic. Cant thank them enough

Keri Fall Khadijah is very educated and always explains things in complete and full detail. She is great at listening and determining your true financial goal. She remains credible and I would highly recommend reaching out to see how she can help you achieve financial success!

Derrick VanderWall Brandon is spectacular to work with. Very knowledgeable about everything finance and investing. Brandon genuinely wants to set you up for long-term, financial success and security. Would highly recommend!

Tyra Moore MoneySmart is the best tax office Ive ever been to and virtually at that. Fast, reliable communication and service and I didnt even have to leave my bed to file. Definitely will continue to use their services every year!!

Alex Picked up a Nintendo Switch and spoke with Dreama beforehand. She was an excellent communicator and even worked with me every step of the way. This is a cool place with cool things and a chill crew working the counter. I will definitely be back and Im upset Ive lived so close for so long and just now walked in. Youll be satisfied here, probably.

Kathleen I am so happy I thought to share my experience. Having James Uh as my financial advisor has made me much more confident about my financial future. I had been a poor planner and I had so much anxiety thinking about it. James was very knowledgeable, kind and professional and put me at ease. I appreciated how patient he was when I had multiple questions. His assistant, Vanessa, is always helpful to me when I call with any questions. Great resource for financial planning!