Russell Winkler Private Wealth Management of Raymond James - Novi (MI)

Steve Serkaian Brandon Carter and his Financial Strategies Group team provided my wife and I with clear investment advice and strategies that has helped make our retirement secure. Brandon listened to our concerns and desires, and designed an investment portfolio that was blended between growth and our tolerance for market fluctuations. More importantly, Brandon spent to time to get to know us and our family. Brandon’s approach provided us with a secure foundation upon which we built our dream home as we begin our retirement journey. Steve Serkaian

Arreyl Carpenter Friendly staff

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.

Deangela Goler I have had the pleasure of visiting this particular location for at least six years now, and they offer great service, are very patient and knowledgable. You guys keep doing what youre doing!

Kathy S We went to the Livonia location and were greeted by Allison. She has a warm wonderful personality and made us feel comfortable right from the start. Tom and Phillip are extremely knowledgeable and put our minds at ease.