Raymond James | Livonia - Livonia (MI)

Tim Hoffman Have met with Peak Wealth Mgmt. three times now as part of their fixed price financial planning process. Thus far my experience has been great. The Peak Team is attentive to my needs, well-prepared for our meetings, courteous and have made solid recommendations. They have provided clarity and strong advice on our financial plan and I look forward to our future meetings with them.

Martin Thompson We used an MCA to bridge a short-term cash gap during a slower quarter. I appreciated how easy the application process was and that I didn’t need perfect credit. The funds arrived quickly and helped us cover operational expenses. The daily repayments were manageable, and everything was explained upfront. It’s not a long-term solution, but for short-term funding, it delivered exactly what we needed.

barb janes Consolidated Financial Management and Tax Services have been doing our taxes for a few years. DFM offers an excellent Service at a fair price. Timo is very knowledgeable, intelligent, and professional. He had great advice and answered some very difficult questions in relation to our business. I will continue to use his services and will recommend him to anyone needed tax services!

Tonni Ogle Chapel My August review was awesome. I am so happy that I chose Jacobs financial 2-yrs ago for a fixed guarantee. If I’d put my money in the stock market, I wouldn’t done half as well. Great people and you haven’t been to one of their dinners, you gotta go.

Alana Jarl I am feeling very secure with C2 Private Wealth. After attending the retirement education course and having a few meetings with Jake, I felt very confident with the education I received and the plan of action for retirement. I highly recommend taking C2 educational class if you are thinking about retiring in the near/far future. It is very informative.

Spivey Michael Ive been banking with this financial institution for over nine years and I love their professional staff for such a great effort.

RAJKUMAR JANAKIRAMAN Best Tax Service & Bookkeeping Service Provider in Market

Richard Schaut Joe and his Professional staff are Awesome! Get to know them and you’ll feel the same.