Sequoia Trusted Advisors - Shelby Township (MI)

C Thms Excellent service. I want to specifically call out Clay Belting the assistant branch manager. He was amazing helping us through a fraud issue we experienced.

Blane K Exceptional experience!!! Knowledgeable, personal and overall our experience was outstanding! Rob Schauer works hard to please and to ensure you get the best possible representation. I suggest when you invest, insure and retire go with some one you can trust. You wont be disappointed with Rob, he is very trust worthy and caring.

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.

LaDonna Bow Billman We moved our investments to Imber Wealth Advisors many years ago and been very happy! Jon Imber and the entire team are responsive and attentive to our accounts, ensuring that our investments align with our personal financial goals. We appreciate their proactive approach in fine-tuning our portfolio. It’s reassuring to know that our investments are in trustworthy hands and being carefully managed at Imber Wealth. We highly recommend their services to anyone looking for knowledgeable and reliable financial advisors.

Winnia Ingram Thank you for a wonderful event. The extra things you do are so nice. We are fortunate to be part of the Dodson Family. Peter and his staff are amazing and so easy to work with. They are very accommodating and have helped us understand what we need to do heading into retirement. Thank you for taking great care of our Financial Planning needs.