Rochester Wealth Management - Rochester Hills (MI)

Rick Hoffman Retirement is a very scary thing to do these days. My Husband and myself meet Charles and David Bartman at one of the many summaries we went to. We were on the hunt to find a good financial advisor. We choice the Senior Financial Center because David Batman was very knowledgeable about investments and how to make our money grow. We have meet with David several times and we already feel welcomed by everyone in his office (they are polite- friendly). We trust the Senior Financial Center with our retirement investments. You will not be disappointed if you choice David Bartman, you can retire knowing they have your back.

Lisa Smith Today, I worked with Shannon regarding a financial matter. She demonstrated extreme patience and kindness as she walked me through the entire process. In such a fast paced world, its not often that I see such amazing customer service. It was a pleasure to work with her.

Sydney Moorthy I had an amazing experience with Preet at Liberty Tax! I was able to get an appointment the very next day after I called, and she had my taxes done in less than an hour. Preet was incredibly friendly, knowledgeable, and efficient. She took the time to ask the right questions and helped me find deductions I didn’t even know I qualified for, which ended up saving me a lot on my taxes. I felt totally at ease working with her, and I’ll definitely be coming back next year. Highly recommend!

Tony Timmons Jacobs Financial has been top tier in their customer relations, helping us in our long term financial planning

Sally Grayvold Kind, friendly, intelligent, business minded people who truly look out for my well being!! Top drawer Agency!!

Samantha Mccuaig Everyone is so nice and helpful! Love Jaime, Pam, Trish, Marilyn and Isabella!! Very lovely ladies!

James Wise They have advised us on our investments for many years!