Oakland Livingston Human Service Agency (OLHSA) - Pontiac (MI)

Grae Smild Jim is a passionate advisor. His years of experience in the industry shows with his wisdom and excelling performance. Thank you for your kind, caring, professional knowledge, it’s promising to know someone to trust with my funds and investments.

Linda Linsea I do not normally make a review but Jill and the rest of the ladies at my branch have gone beyond being helpful and professional. As a business owner for over 50 years I appreciate people who are like me when it comes to perfection. Being correct in all things is the seed to success. Good job people! Special thanks to branch manager Jill Morton.

Tommy Two-Tone Where do I begin! They have been doing our taxes for years and then decided to use them to help manage our retirement finances. Bonnie helped me transition into retirement making a super great suggestion to not jump into any major endeavors for a year. This was perfect advice as Im now pursuing my passion that was buried with a day job and it took time to consider it. Im living my best life thanks to Anderson! Mike is phenomenal in handling my retirement accounts and we can just talk openly. I have the kind of relationship that you can only dream of for financial planning and taxes. The word "Family" is perfect because that is how I feel!

Karla For Your Consideration These people are like family. Larry Folmar has been taking care of my whole family’s finances for decades now. Stellar service, knowledge, and experience. HIGHLY reccommended!

Lisa Michelle Ford The young lady that assisted me was Stephanie Swanner, her demeanor was so pleasant and upbeat. Her customer service skills are impeccable. Thank you again Stephanie!!!!

Carl S I would highly recommend this company.

Rick Brown The best credit union ever! Ive never been turned down for a loan, the best rates in town! Better than all other banks. So all you other hatters get your credit right and you will have the same results.

LaDonna Bow Billman We moved our investments to Imber Wealth Advisors many years ago and been very happy! Jon Imber and the entire team are responsive and attentive to our accounts, ensuring that our investments align with our personal financial goals. We appreciate their proactive approach in fine-tuning our portfolio. It’s reassuring to know that our investments are in trustworthy hands and being carefully managed at Imber Wealth. We highly recommend their services to anyone looking for knowledgeable and reliable financial advisors.