NobleMark Financial - Utica (MI)

Vanessa Orozco Working with Stonebrook has been an absolutely amazing experience. From the front desk to the advisors and admins, they made the process of transferring all my accounts seamless and stress-free. They took the time to carefully explain each step, patiently addressing every question and concern I had with clarity and kindness. What truly sets them apart is their genuine commitment to earning your trust — their transparency and professionalism are unmatched. I couldn’t have asked for a better firm, and I wholeheartedly recommend their services to anyone looking for a team that truly cares.

barbara evanoff Upon the death of my Dad, his accounts were distributed according to his wishes. When my account was set up, with NO ATM card. My then husband checked my mail, found a Debit Card, set it up, And withdrew $4,500!! The account manager called and asked about the withdrawals, and I reminded her, that theres no ATM card! She reviewed my original application and agreed. No ATM and was to have started an investigation. Nothing was done,its been 17 years. No investigation, but Ive been told during the first 3 years that Raymond and James Corporate was going to start it. Their fees are outrageous! Ive not spoken to an agent within the last couple of years...

Gregg Yeomans We met with Matt Clauser to review and consolidate our policies now that my wife and I are retired. Matt was very knowledgeable of the particulars of our policies and a pleasure to meet with. His follow-up was prompt and answered all of our outstanding questions.

Catherine Biondi When my credit card account was hacked, DFCU contacted me by phone and email. When I connected with them, the representative was very professional, explaining what had happened and what could be done about it. Long story short, my account was closed and I received a new card in the mail within three days. I’ve been a DFCU customer for over 30 years, and I’ve had nothing but positive experiences in all that time. These people are a 10 out of 10.

Deborah Petersen Sara in Muskegon is my go to in a pinch. Does things the right way and accommodates me.

Charlie Weve been with Flynn Wealth Partners for 15 years now. We love that they treat us like their best clients! Weve gotten great advice, and they helped us know that we dont need to panic when the news would suggest otherwise. If we need urgent help with a life-changing decision, they have squeezed us into the next days schedule. Theyre always available if we need some advice or insight on a subject. Everyone is friendly and treats us like friends, not just clients. We never could have planned our financial future alone as good as weve had with their help. We would highly recommend them to anyone. When should you start? Last year. But dont wait for "the optimum" time, or when you have lots of money. Start today, build a plan, and let them execute it for you.