Oxford Capital Management - Troy (MI)

Janine K I had an appointment with Luna and she was wonderful with assisting me in setting up a business account with them. She wished me many blessings for my LLC and if I needed anything, to stop back in and talk to her. Both Nicole and another teller acknowledged me when I came in and thanked me for my patience. I only had to wait 5 minutes for Luna to finish up with an elderly customer, which I don’t mind. Be advised that this branch is extremely busy and there are only 4 employees! From the 48 minutes I was there, around 26 customers came inside. Be patient with them.

Melodie Monahan Two years ago Arrowroot was recommended to me by a trusted friend, and Im so grateful for her suggestion. Dan Casey is generous with his time, trustworthy, kind, and clear. I couldnt ask for a better adviser regarding my investments.

adrienne knack Aleia MacDonald and the Advanced Wealth Strategies team are absolutely amazing. They are honest, hard-working, diligent...the list goes on. Advanced Wealth Strategies repeatedly shows how much they care about their clients - from follow-up emails to client appreciation events. Aleia treats every client with respect, patience, and kindness. I never hesitate to refer clients, family, and friends to this amazing team.