Sherman Private Wealth - Southfield (MI)

Tayanna Butler Alyssa was very helpful! She provided amazing customer service and helped me to the best of her abilities thank you so much!!!! Great vibes in here as well no bad attitudes at all!

Mark Wilson Very intelligent and Down-to-earth person

Richard Schaut Joe and his Professional staff are Awesome! Get to know them and you’ll feel the same.

Diamond Daniels This is my second year going to Abdul to get my taxes done. He is very professional and genuinely cares about the well being of his clients. Each time he has done all he could to get me the maximum refund. I especially can appreciate the fact that hes not money hungry, like most other people and places who over charge for tax services. I was recommended to him by a good friend and now I recommend him to all of my friends and family. Hes truly a hidden gem!

DontFold Amazing working with Miranda she She’s wonderful. She has helped me work wonders with my household and family. I would definitely recommend come see her. Definitely a good decision!

Von Miller My wife and I have been using Costello Financial Planning for almost 5 years now and have been extremely satisfied with their services. We have a fairly complicated financial life and Rob Costello has been a tremendous help in helping us organize all of the moving parts into a comprehensive financial plan to achieve all of our life goals. His services go way beyond just asset allocation and portfolio management. He is also very knowledgeable about estate planning, insurance needs, saving for college, business planning and retirement planning - and he takes a holistic approach to make sure that all of these areas work together. Rob is extremely friendly, a good communicator, and speaks TO us, not at us, or down to us. He takes the time to thoroughly explain the pros and cons of available options, gives us his recommendations, but allows us to make the final decision. And being a strictly fee-based fiduciary, we can contact him as often as needed and never have to worry about conflicts of interest or being pushed into investments that arent right for us. We highly recommend Costello Financial Planning to anyone looking to get their financial life in order.

Derrick VanderWall Brandon is spectacular to work with. Very knowledgeable about everything finance and investing. Brandon genuinely wants to set you up for long-term, financial success and security. Would highly recommend!