Rick Hart - Thrivent - Livonia (MI)

Stephen Meier My retiring parents and I have been working with Adam Carlson for about a year now and I can say he has treated us with amazing service. He has guided us through multiple retirement transition decisions and has gratefully worked with us through communication challenges trying to get my parents and myself in meetings at the same time calling in from differing parts of the country. Adam is a true professional and I highly recommend.

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.

Jacqueline Burt They are always kind and courteous and make the bad times easy .

Daniel James Nicole and her team are fantastic. Cant thank them enough

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!