Robert Levy - UBS Financial Services Inc. - Farmington Hills (MI)

Wendy James Dan is a fantastic adviser. I have a couple of managed accounts with Dan and they perform very well. He asks a lot of great questions and I really feel like he listened and heard what I wanted out of my investments. Ive sent a few friends his way, one of which wanted to invest ethically, and Dan has been taking great care of her. Regardless of your investment style, I believe Dan will meet you where you are. Whether you have a few hundred bucks and youre just getting started or if youre well vested, Dan is your guy! Dawn Ferris who works in the office is also a complete pleasure to work with. Great organization there. I highly recommend!!

Stan Clanton I have been a client of Vince for many years & he has taken care of us. Hes professional, thorough, and knowledgeable in the many areas of finance. Hes up front with us, & I appreciate the time he gives us and how he looks out for our best interest. Tiffany also is qualified and has a great spirit; Im glad shes there. I look for finance acumen, but also for efficiency, integrity & values. I highly recommend VFG Associates.

Sarah The Beyond Financial Team is fantastic. Daniel goes above and beyond! Great person to work with! I highly recommend!