Paul S Leonard - Financial Advisor, Ameriprise Financial Services, LLC - Rochester (MI)

Joseph Lanz I met Dan Haines after interviewing several advisors, including some big name providers, when I was contemplating retirement over three years ago. Dan’s review, analysis and guidance convinced me the time was right and that I could enjoy a comfortable retirement. Since retiring Dan’s ongoing support has been invaluable. Dan’s recommendations to secure my assets during recent market turbulence proved to be exactly the right choices. A recent meeting with Dan and Doug Voisard specifically addressed my concerns about meeting increased medical costs as I age. Dan and Doug provided a thoughtful and fact-based analysis which reassured both me, and my children, that I’m well prepared for that future. I trust Dan implicitly.

Hussain Ali Anwar Very professional and reliable Tax consultant. I have been a customer for 8 years and never disappointed!! Thank you Sam for the outstanding job and serving the community!

Mohammed Keyona was awesome. She helped me with my refinance process. Had outstanding customer service and communication. Highly recommended

Jeremy Rowland Mike is really professional, gives good direction explaining the advantages and disadvantages of the various investment opportunities. Highly recommended!