Rubino Financial - Troy (MI)

ron Lichtle Great to deal with. Ron Lichtle

Deanna Herborn Henry worked really hard on getting me into my car. I am on a fixed income, didn’t have much for a down payment and have very little credit history. I had a hard time getting into a good car everywhere else. Highly recommend to visit this place and ask for Henry! He will do whatever he has to get you approved and in a good car!

Tom Michaels We began working with Rob Moore and the Center for Wealth Management over 20 years ago, when I changed jobs and did a rollover; I invested 50% with Rob and 50% with another firm. Over the three-year review, Rob’s investments not only had a higher return but the expenses were also much less. Rob has done a great job creating a well-designed retirement plan, helping us save for kids’ college, and strategizing to find the right mix of investments aligned to our risk tolerance, while keeping it diverse and minimizing expenses. Rob has in-depth knowledge of the market and projects honesty and fair balance in the information he shares. He’s dedicated to continued growth and learning, proactive in reaching out, a strong communicator, and a caring family man. Anytime someone we know is looking for a trusted financial advisor, we recommend Rob; my parents, our children and their spouses, and some work colleagues have all partnered with CWM. I can state with confidence that all have been impressed by his knowledge and professionalism and pleased with the investment advice provided in a timely manner. The most important benefit from working with Rob is the ability to gain information on a wide variety of financial products and stay up to date on market changes, my taxes, and avenues best suited for my investment goals (both short term and long term). We are blessed to be able to go into retirement with peace and comfort knowing we have the means to leave a legacy to our family and charities we support. We are grateful for the coaching and insights Rob and CWM shared with us to make this possible. We trust that they are working with us and for us. - Tom & Laura Michaels

Ken Rushing Kelly Lawrence has the knowledge and experience to help you with your financial investment needs. Kelly is constantly doing her research and watching the market trends. I put the future of my retirement in Kellys hands and I am very pleased with the outcome so far. Kelly and her team will make you feel like family and I would recommend her team to everyone.

Bianca Uddin I can’t say enough good things about my experience with Tax Gurus ! Victoria is truly exceptional at what she does. From start to finish, she made the entire tax process seamless and stress free. She takes the time to cater to her clients’ unique needs, ensuring that every detail is handled with care and precision. Her expertise and professionalism gave me complete confidence, and I appreciate how effortless she made everything. If you’re looking for a knowledgeable and dedicated tax professional, I highly recommend her and her team! It was an added bonus to receive a brand new tv for filing !

Jeffrey Falardeau The brokers here have been very helpful.

Hypatia Magyar I went here on a trip with my school and toured the facility. It seems nice! The view of the large forest surrounding the property is lovely, as well as the open, naturally lit facility. My dad says people who work in finance are dumb tho (paraphrasing)

Tammy Fulkerson Efficient, smart and to the point!!

Patty Lady Words can not express the level of expertise and confident reassurance I recently received with Tom and his whole team at Money Scource Financial Services. I personally have benefitted by their work on my behalf. I look forward to continuing to use them for all my financial business. They are a company that knows their business and cares for their clientele as individual.