Progressive Wealth Advisors - Dearborn (MI)

Camelia Ciobotaru My husband and I have been Dan Stavales clients for 17 years and are very satisfied with Dan and Paragon Retirement Planning Inc. The services Paragon provided aligned with our financial goals. We discussed the investment strategies and products, and the communication has been great always.

Romanczuk Family Our tax Advisor Kirsten does a great job. She explains all aspects of the tax preparation as well gives us sound advise on what to do for the following year. Kirsten has never let us down nor given advise that was not useful. We enjoy are yearly meeting knowing our tax preparations will be done correctly.

Don Client of Mr Matlock for a number of years.

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.

Cameron Greenberg Amazing place to invest as well as to work at! Very personal firm with an intimate setting and focused and knowable staff.

Lawrence Siden Excellent service. Prompt and professional.

Gerry Scott One of tellers, Kayla Phillips, at the main branch on Michigan Ave has completely changed the atmosphere there from what I would call stodgy to one of friendliness. This has made a significant difference in the interplay between customers and clients. She is always smiling and is very sharp. She keeps tabs on my account and will notify me with concerns or balance issue. She I believe has made a positive impact on the other tellers, Laurie and Terry. The branch manager Amy also is first class. I have been a member for many years and having gone through the recent loss of my wife Peggy Scott I cant express how refreshing it is to come to the Michigan Ave branch to be greeted by name when I walk in and view smiling happy faces. Kayla in 2 years has transformed your branch into a happy place with great professional service. Sincerly, Gerry Scott.