Rochester Certified PA - Rochester Hills (MI)

Janna Flory Andy O was an absolute pleasure to work with. He partnered with me in finding out my goals for home buying and coached me through the entire process. Andy provided education on mortgage financing options and didnt pressure me to make any decisions I was not comfortable with. Andy and his time were quick to answer ANY questions I had throughout the home buying process and ensured all deadlines were met on time. We will definitely be working with Andy and his team again in the future when his services are needed. Thank you, Andy (and team) for such a wonderful home buying experience!

Marc Larabel Adam and his staff are FANTASTIC. Very helpful in all aspects of Financial and Tax Planning. Especially for those over the age of 62. I will recommend Schwallier Wealth Management to Family and Friends without hesitation.

Kisha N Jeremy went out of his way to help me during a difficult time. His guidance provided comfort when I needed it most. Thank you, Jeremy. I appreciate it so much.

Ethan Ruhland I cannot overstate how happy we have been with the guidance and support of Nick and Jasmine since we first started working with Castle Financial two years ago. We initially utilized their help with life and disability insurance needs, and were so happy with that process that when it came time to really take control of our financial future we knew just where to go.

Bayle Delalic I have nothing but positive things to say about Merrill. My husband and I have been working with Rua for the past 6+ years.

David Sturdy Paul helped us when we were setting up our retirement investments, life insurance and Mi529 plan. I would highly recommend Paul Knibbe