PNC Bank - Taylor (MI)

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.

Keegan Moodt Thank you MDR Financial for the incredible service you guys have provided! From the moment I reached out to them, their team made me feel understood and supported throughout the entire debt relief process. They took the time to explain all my options, helped me understand how to regain control of my finances, and were with me every step of the way. Their professionalism and knowledge are top-notch. Thanks to their team I’m on the path to a debt-free future, and I can finally breathe easy again. I highly recommend MDR to anyone struggling with debt, their team is there for that and they do it well while making sure you feel well understood and represented.

Samantha Gillespie Selected Advising is hands down the best accounting firm Ive ever worked with! Ive been a client for 20 years now, and I wouldnt dream of going anywhere else. They handle all my financials with the utmost care and expertise. I completely trust them, and theyve consistently provided excellent service and advice over the years. Highly recommend!

Pamela shephard My husband and I have been with Provident Investment Management for over 15 years. I was lucky to have joined a national non-profit educational organization, BetterInvesting.org., in approximately 2001. This organization operated as the headquarters for Investment Clubs throughout the United States and were an extraordinary resource/sponsor/educator for investment club members like myself that were determined to demystify and learn how to prudently and wisely invest our money. Each club met on a regular basis and established a club portfolio. It was through my membership in BetterInvesting.org. that I learned of Provident Investment Management (although then operating under a different name). One of the legendary founders of BetterInvesting.org had later gone on to establish Provident Investment Management. Based on research and all I had learned from active membership in Better Investment clubs, conferences, study and recommendations, after retirement, my husband and I decided to turn our investments and money over (for us a monumental decision) to Provident Investment Management. We did so because we decided their investment history and longitudinal RESULTS, their philosophy for investment, their deep-dive research, their personal attention to their clients portfolios, their stellar integrity and qualifications, and the small fee they charged for managing our investments, far exceeded any other companys resume and interviews we had undertaken. This financial decision has proven to be the best decision we have made over our lifetimes. Their investment results have far exceeded our expectations and any we could have made for ourselves. Their stock investments have resulted in a long, safe, satisfying and quality retirement. I would recommend this company to anyone that is interested in seeing their investments grow and prosper. The company is simply extraordinary.

Roxy Hayes-Brown This business and the people behind it are EXACTLY the kind of folks you want to entrust with your assets. Jose Yanez and their team care about the real people these portfolios represent!

Sai I’m giving 5 stars to Kylie f. She really helped me understand loans. She was nice, helpful, positive and cool to talk to over the phone.

Tom Michaels We began working with Rob Moore and the Center for Wealth Management over 20 years ago, when I changed jobs and did a rollover; I invested 50% with Rob and 50% with another firm. Over the three-year review, Rob’s investments not only had a higher return but the expenses were also much less. Rob has done a great job creating a well-designed retirement plan, helping us save for kids’ college, and strategizing to find the right mix of investments aligned to our risk tolerance, while keeping it diverse and minimizing expenses. Rob has in-depth knowledge of the market and projects honesty and fair balance in the information he shares. He’s dedicated to continued growth and learning, proactive in reaching out, a strong communicator, and a caring family man. Anytime someone we know is looking for a trusted financial advisor, we recommend Rob; my parents, our children and their spouses, and some work colleagues have all partnered with CWM. I can state with confidence that all have been impressed by his knowledge and professionalism and pleased with the investment advice provided in a timely manner. The most important benefit from working with Rob is the ability to gain information on a wide variety of financial products and stay up to date on market changes, my taxes, and avenues best suited for my investment goals (both short term and long term). We are blessed to be able to go into retirement with peace and comfort knowing we have the means to leave a legacy to our family and charities we support. We are grateful for the coaching and insights Rob and CWM shared with us to make this possible. We trust that they are working with us and for us. - Tom & Laura Michaels