Rochester Wealth Management - Rochester Hills (MI)

Jeremey Long Great firm with great ideas!

Shane Davis As a salon owner, I sometimes need extra funds for equipment upgrades and product stocking. The loan process was smooth and fast, with clear communication at every step. The funds arrived on time, allowing me to purchase new styling chairs and expand services for my clients. A truly five-star experience.

Eduardo F. Braley Working with H W Kaufman Financial Group has been a game-changer for me. Their team is exceptional and truly cares about their clients needs. They took the time to understand my unique circumstances and found a policy that met my specific coverage requirements. I was impressed with their attention to detail and their commitment to ensuring that I was fully informed throughout the entire process. What I appreciated most was their exceptional customer service - they were always available to answer my questions and concerns and went above and beyond to make sure that I was happy with my coverage. I would highly recommend to anyone in need of insurance services!!!

Oliver Collins I’ve known the owners at New Heights Financial for years on both a personal and professional basis. Not only are they “salt of the Earth” people, but they are also amazing at what they do professionally. Johnnie is my “go to” person when I have a retirement question or insurance question. You’re in good hands with the crew at NHF!!

John Henighan We use CG Financial to manage our 401k Plan & have been very satisfied with the work – both in the performance of our investment portfolio & rigor of their financial analysis. And, just as importantly, they’ve been EZ for our management team and employees to work with. Often, employees are intimidated by financial jargon or the seeming endless choices for financial investment. CG Financial puts everything in clear, layman’s terms, and then has a hands-on approach to helping plan participants. Whether it’s meeting employees individually to sign them up for the 401k or change their investments, presenting at LorAnn Quarterly meetings, or facilitating engagement or problem resolution with our plan sponsor or 3rd Party administrator, CG Financial has done a fantastic job, and I recommend them highly.

Ashley Cagle Denise was wonderful! Very nice and welcoming!!! Her computer was having issues and she still had me out the door in no time! I would recommend!! Thank you Denise for your help!!

Sandra Gutenkunst If you are looking for individualized, personalized, and customized service in the areas of retirement planning and preservation (including advanced tax planning), Asset Preservation Tax and Retirement Services delivers exactly this. Above all else, this is a company owned and managed by a financial advisor who puts his clients interests above his own gains. I have made multiple mistakes falling for falsely declared fiduciary sales pitches over the past several years. Fortunately, after attending a highly informative retirement seminar in Sterling Heights, MI, I was able to connect with the "team" and after a few meetings, I decided on the financial advisor best suited to guide me forward. I trust Justin Carlson and his team without reservation; the fact that my daughter and son-in-law who are positioned in D.C. became his clients as a result of my personal recommendation speaks volumes to the trust and faith I put in this fine individual and his team of financial advisors.