Senior Financial Center - Farmington Hills (MI)

5 /5 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.

5 /5 Jan Seldon: June 6 2025 / Just finished my final meeting and policy/paperwork delivery today, with Dave Bartman at Senior Financial in Farmington Hills, Michigan. As always everything was explained fully, questions answered, and a plan given for any future steps to be taken and when to call him to do so. Since I am elderly and have health issues, and on Meds, Dave even writes things down for me so I can put it with my calendar and have it for future reference. Very Empathetic, Considerate, Kind Guy !!! He has also talked with my Son in Texas, when I first came to his Business, to make sure he was happy also with what Dave & I were discussing to do, ( it will be his money after all when Im dead and gone) My Son gave Dave a high rating, as well as myself, so I proceeded to make the necessary account corrections Dave recommended to better my financial situation and security !!! As a side note, since I have very poor vision and dont drive, Dave even provided free transportation to and from his Office (I had previously called 4 other TV, well known financial / retirement businesses, all of them said they could not give me rides because there corporate office would not allow it-I feel that was a BIG MISTAKE on their part / they are going to lose many good clients like myself). Dave and his Son, Dave Jr. , Have definitely gone above and beyond the call of duty to help me !!! Their Honest, Wonderful, Family Run Business will do the same for YOU !!! Most Sincerely and Appreciated, You all are GREAT !!! JS.

1 /5 Claudette White: 53 after husband passed, I saw David Bartman. I knew nothing, needed guidance about 401K during covid. He took all of my accounts put them into annuities. Told me they would have growth and safety. Once done i found out through the Annuities company I was capped at 1% & 2% while stocks were booming again. If there is a bad month the interest you earned is wiped out. The equity accounts are for 10yrs. While stocks grow you can be chained down by caps. Retirement will be awful. Whos enjoying the money you worked hard for, no matter how little it is. Penalties to get out equity accounts. Years of lost growth. Advise talk to several people. I wish i knew better. THINK BEFORE YOU LEAP.

5 /5 R Hafendorfer: My husband and I have been with Charles Bartman at Senior Financial for over 10 years. Charles and his team have spent time counseling and educating us through all of our financial situations. With the information we received we feel we can make an informed decision to get us through retirement. Charles and his team are professional and respond quickly to our emails and phone calls. We are grateful for their advice and would highly recommend them.