Money Karma - Detroit (MI)

Luke_Max_ It Just Works

Cari Olekszyk Pete has been tremendous helping us confidently prepare for our retirement. His knowledge and advice are so valuable especially navigating through uncertainty. We couldn’t be more satisfied with our Modern Wealth Management experience.

Petrina Gonder Excellent Service. Great Customer Service I am so happy I bought my Annuity from Angelique Campbell. Should give her a promotion.

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.

Archer Dawn E (Arrow Dog Training) You will not find a better financial advisor than Erik. He has been managing our retirement funds for many years. He calls us on a regular basis to schedule an account review. This is so appreciated! Hes always there when we need him, returns calls promptly, and most importantly he takes the time to carefully understand our investment needs. Markets go up and down, but Eriks attention to our needs are steady and reliable. As well, Terese Kromer, Eriks office administrator, is the best! Top notch, friendly and professional! We could not ask for a better relationship.

GONZALO gomez This is my bank I like the fact that all atm are always working and never busy. And the staff inside are really friendly

Tamika Mack I love banking with Dort Federal, but more important I have the best experience with the tellers. Ida provides exceptional customer support. She always gives me good information regarding financial programs and offers that I may be able to benefit from. Thank you Ida. She is definitely an asset to your organization.