Modern Wealth Management - Troy - Troy (MI)

Cristina Whitehouse Hollander, Lone and Maxbauer is a reliable, organized, and honest financial group that has has done wonderful things for me and my family. My assets are something that I take great pride in and with Holander, Lone and Maxbauer, I feel like my finances are in honest, trustworthy hands (and its as important to them as it is to me that I make money to retire on). I have never felt this comfortable with other financial groups, and I will keep my retirement with this group without a doubt. I have never been concerned about orders being executed appropriately or in a timely fashion while under this teams advisement. The communication is phenomenal, and if I have any questions or concerns, I am treated respectfully and provided with individualized attention. I highly recommend this group for your financial needs.

Emily Pilon Kristina helped me today and made my visit very easy and quick. I’ve been with Zeal for 5 years I highly recommend! Everyone is always very personable but also professional.

kristina rehfus Jason is someone you can trust with your Financial planning and retirement goals. Everytime I have had a question or need assistance with my 401K, he was there explaining options. It’s nice to know you have options explained on how I see my future. Maria has done my and my husbands taxes for the last few years and I won’t go anywhere else. It’s nice to know my financial needs are in good hands. Highly recommend Thank you to the entire team!

Probably Drunk Look elsewhere for your investment and retirement planning services! With annuities and other illiquid investments it will be nearly impossible to get your money from these people!!! "Advisor" Bartley Gravelle is not helpful at all.

Jackie Kay I came to Our Credit Union back in 2020 and opened up a savings account. I then proceeded to purchase a car and took out a loan with them. Best experience! I was 20 years old at the time, never done such a thing before, and was honestly scared of making such a big financial move. Since day one the staff at both Warren and Royal Oak locations have been extremely helpful through my journey. They looked out for me as if i was their own family member! I got AMAZING rates with them and last month I just made my last payment on my car! (Yay!) I will continue recommend this credit union to everyone I know.