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

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.

Edmund Gucwa The friendliest and helpful service in banking. The staff is always so polite and helpful anytime. If I could give them a 10 star rating I would.

Larry Paulson Have been through a few financial advisors over the years and a decade and a half ago we found David. Always responsive to our needs and will explain "why" whenever you may ask. Makes personal visits if required and sometimes just to check in. We appreciate all David does and we recommend his excellent services with confidence.

Gail Straughen Very professional and has done an excellent job with our portfolio. Friendly staff!

John L. Great bank for customer service, banking options, and easy access. (Physical locations, ATMs, online site and phone app) "Phyllis" is one of the Managers and provides outstanding, professional, personalized service. Makes us feel like family!

Connie Pashak Everyone at the Auburn branch is always so helpful. Janae and Ashley are always so friendly when I come to make a transaction. Robin constantly goes above and beyond to help when necessary. I have nothing but great things to say about United Financial.

Daniel Broderick Doug is responsive, competent, and educational. He knows what he’s doing and is a trustworthy financial advisor. He has been helping us grow and manage our financial assets since day one and is not afraid to have a real conversation with us about all the shifts that take place in the market.