Sapientia Private Wealth Management - Rochester (MI)

Holly Karram Brian Reiber is an ethical and trustworthy financial advisor. He is highly knowledgeable and skilled in assisting not only me, but also members of my family with financial planning and advice. Brian took the time to learn about me and keep up with my evolving financial needs. He listens, guides, and prioritizes my interests. Brian supported me in making wise financial decisions when my husband passed away. He guided me as I put my daughter through college. He has, and is still assisting me as I move toward a financially secure retirement. I trust Brian to always act in my best interest.

Luis I wish I could put 0 stars. Racist staff. I went in last week in hopes of opening an account, gave the man at the front my ID and voter registration, he was looking at my ID all weird as if it was fake, or something then after about 15 minutes I finally get called into the office, the lady started asking me all these questions about where I use to live because the lady said my Michigan ID “has a big dark spot on it” in response I pulled out my military ID and gave it to her and said “well if you think my ID is fake here’s my military ID” and then again, she was looking at it as if it was also fake, I did not like how I was treated when the gentleman who was next to me didn’t even live in Lincoln park but yet they weren’t asking him to confirm 3+ addresses from where he use to live, or being weird with his ID. It’s sad how I served this country just to be treated like this. They must’ve never seen a brown man who served.

stacey namel Kirk Ritchie is the best! If you need financial/retirement guidance and/or investments done, hes the man! Professional, kind, and positively exceptional in financial planning and investing.

Brandon Heard Great place to receive professional tax service! Andrew did a great job! Worth the switch from do-it-yourself software out there. Theyll work hard to make sure you get your full refund you deserve.

Sarah Pettenger We absolutely love working with Blumark! In our first few meetings, our Financial Advisers had us complete a financial portfolio and set financial goals for ourselves. They showed us that we could save more money each month then what we thought we could. Two years later, we had saved enough for a down payment on our dream home. Also, Blumark helped us with our estate planning. Its something we hope we never need but are so thankful to know that our loved ones will be taken care of, if something should happen. We loved working with Blumark so much, I referred my parents to them for help with their retirement planning.

Tom Byram Good people, I wish they were closer to my home