Sequoia Financial Group - St Clair Shores (MI)

Jessica Jessica Bookkeeping Made Simple LLC has everything you want from a bookkeeper: knowledgeable about QuickBooks, efficient, strategic, honest, and pricing that is competitive. I work with many small businesses, and I can tell they have a passion for math!

Chris Sookhai I have been with Daus now for close to 5 years. Since then the team has expertly managed my entire financial portfolio and given solid advice to me regarding other personally controlled assets and investments. Trenden has been incredible at helping me to learn more about financial planning. He has given me peace of mind through thorough analysis and assessments of multiple pathways for my investment portfolio by providing solid insights and recommendations to strategies that fit my current and future lifestyle goals. While I am still quite a ways from retiring, I have absolute confidence that they will be able to support my financial needs when the time comes to retire. Looking forward to many more years to come!

Dawn Bruderick Steve has worked with us for decades. Professional, knowledgeable, responsive and his investments did everything he projected. I would highly recommend Steve.

G Gao Howard is passionate, thorough and meticulous, it shows through his work and character. I had few financial advisors, it was day and night when I do the comparison, to me he went above and beyond in creating a plans, goals and options with detailed explanations, but to him it’s just part of his job. I felt really neglected with my previous advisor, like I was a plug a play into their system, nothing feels tailored or planned for my specific situation. Howard is completely the opposite, I feel safe and secure with him handling my investment, it was eye-opening.

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

Dawn - ENI I had the most amazing experience with Grace and her staff at the Mound Road location. Grace has integrity and understands banking for both business and personal clients. I would highly recommend.