Senior Wealth Management - Livonia (MI)

dani B Madeline went above and beyond!! I went there for a personal loan and then ended up opening a bank account here because she was so amazing and helpful. My cousin been going here since before they were PNC and has been very happy with the services and I am very happy that Im going to be able to make it such a great place with such great people

Debbie Lynne I met with Peter Glaab III and Kyle Glaab to go over my retirement plan. Although I sometimes feel out of my element when talking about investments, they both made me feel very comfortable and made sure I understood everything we went over. I highly recommend Individual Financial Planning. Like their website says...They treat you like family.

jylnelle fearson I had an amazing experience from start to finish! From the moment I walked in, the staff was incredibly welcoming and attentive. They took the time to understand exactly what I needed and went above and beyond to make sure I was happy with the service. What really stood out to me was how personalized everything felt — I wasn’t just another customer, they truly cared about making my experience a great one. I left feeling completely satisfied and appreciated. Highly recommend to anyone looking for top-notch service with a personal touch!

Ron Rajda Proffesionally run and friendly staff. Sam the receptionist is very Polite and cordial. Jim Thorpe gives sound advice and stays on top of whats best to invest in for current and long term .

Jennifer D This was the easiest loan to work through. Mike helped me immensely and with a great attitude. They were willing to work with my situation and were very helpful and patient during this process that was completed the SAME DAY I walked in! Amazing. I would recommend this loan officer to anyone struggling right now. They worked with my budget and even gave me insurance coverage options that barely changed my total monthly payment. Great company and I hope they get the recognition they deserve for the work that they do so efficiently. Thank you OneMain and Mike!

Noah Sold Competent and impressive strategy for all financial needs. Highly recommend.

Carolyn Heineman Ive been working with Zhang Financial for about 20 years now, and am extremely happy with the service and the performance of my investments. Im currently working with the team led by David Marshall and Kyle Mack, and am consistently impressed with their pleasantness, professionalism and responsiveness. I cant imagine it could be any better than this!

Pola Portaro Tina was very knowledgeable, efficient and very helpful. See her for you tax needs. You wont regret it.