Paulianna Inc - Taylor (MI)

Allan Professional services and friendly support staff. Ken is responsive and attentive to individualized financial planning. Highly recommend Summit Financial.

Nicole Carwan Wendy has been doing this job for so long, she made the process effortless. Any questions I had were answered promptly and explained to me so I knew exactly what they meant. If you are looking to get a home loan, I would definitely recommend going thru DFCU and working with Wendy. Thank you!

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.

Joshua Conrad Derek is a professional and great to work with. He is extremely knowledgeable in his field and I would definitely recommend him to anyone looking to invest or get life insurance.

Mr. Nice Guy I went into this Bank and was attended by a cashier who was sick as a dog. Now I am sick also. Thank you 5th 3rd. Stay home when youre sick.

Dan Martin When I was in my mid 20s, I met with Ron Wiser. I remember the laminated binder we went through, with a hypothetical rate of return, and I was inspired to begin saving for retirement. I was introduced to Wes and others from the Wiser team that helped get a plan in place. That was 20 years ago, and Im so thankful for this connection and their service along the way. I appreciate their commitment to our community, and being willing to help everyone, even those just getting started with savings. Thank you Wiser Financial!!

Terry Bailey I went over my limit for the 2024 and just wanted to take the extra money and open a new account so that I wouldnt penalized by the IRS witch Im aloud to do. But trying to get someone to help you is like pulling teeth. They keep transferring you from one person to the next until you get fed up enough to hang up. THE WORST CUSTOMER SERVICE IVE EVER HAD TO DEAL WITH!!!!