Richards & Cady Wealth Advisors - Lansing (MI)

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!!!!

Karyn Haas Financial Architects is a very reputable and successful wealth management company. I selected them to manage my financial portfolio over 15 years ago and have been very satisfied. Chris Cousins has a strong level of integrity and all of his employees work closely with their clients to understand their needs. Both Chris and Cliff Robison has worked closely with me to help me achieve many dreams. I highly recommend this company.

Kayla B Our realtor suggested Total Home Lending when we asked him for a recommendation. We are so happy we got to work with Joe and got to build that connection. We had so many questions because we were first time home buyers and he had all the answers and made sure we understood what was best for us! He has an amazing team for the whole process and everything was easy to work through from the pre-approval all the way to closing. It really feels like you have someone who not only wants to help you but wants to build a great experience for you too! We couldn’t be more happy with how the process went and Joe truly welcomed us and will always get a call when we are looking in the future. Thank you Joe!

David S Just meet with Jeffery today to do my business and personal taxes. He has to be the best accountant in the St Clair Shores area. He pointed out several tax deductions I would have completely missed! I am very happy and would highly recommend this place to get your business and personal taxes done.

Michael Korte Ken was a very nice guy and was great to work with. He knows a lot about investing and it shows.