Slankster Financial - Novi (MI)

Deep Wellness NOLA Above and Beyond is the best way I can describe my experience with Merritt Financial Services! They truly helped to get me on track personally and professionally. They assisted me with budgeting, tax issues, as well as plans and strategies for my business and family. The level of service was impeccable! They are responsive and thorough and scheduling appointments was convenient and easy. I was able to schedule appointments that were not too far out. My only regret is that I wish I would have found Merritt sooner!

Dora Pitts We’ve used this MCA service twice now once for payroll during a slow season and once to remodel part of our shop. Both times, the process was incredibly fast and transparent. I like that they don’t require perfect credit; they just look at your actual revenue. The funding gave us flexibility when we needed it most. It’s an excellent option for any small business facing short-term cash needs.

john knox Fast & friendly

Dawn Hofmann I received a cold call from Melissa to refinance my car loan and she forwarded my call to Angela Perry. I cannot even begin to express how incredibly diligent Angela was with all of the paperwork and finalizing my refinancing loan. Everything from the beginning of the experience until the end was done within a few days and I cannot thank the FreeStar team enough for all of their help.

stacey Perrie Very happy with the service I received from Radabaugh and team. As easy as doing your taxes can get. Will return next year!

Hypatia Magyar I went here on a trip with my school and toured the facility. It seems nice! The view of the large forest surrounding the property is lovely, as well as the open, naturally lit facility. My dad says people who work in finance are dumb tho (paraphrasing)

Tom Michaels We began working with Rob Moore and the Center for Wealth Management over 20 years ago, when I changed jobs and did a rollover; I invested 50% with Rob and 50% with another firm. Over the three-year review, Rob’s investments not only had a higher return but the expenses were also much less. Rob has done a great job creating a well-designed retirement plan, helping us save for kids’ college, and strategizing to find the right mix of investments aligned to our risk tolerance, while keeping it diverse and minimizing expenses. Rob has in-depth knowledge of the market and projects honesty and fair balance in the information he shares. He’s dedicated to continued growth and learning, proactive in reaching out, a strong communicator, and a caring family man. Anytime someone we know is looking for a trusted financial advisor, we recommend Rob; my parents, our children and their spouses, and some work colleagues have all partnered with CWM. I can state with confidence that all have been impressed by his knowledge and professionalism and pleased with the investment advice provided in a timely manner. The most important benefit from working with Rob is the ability to gain information on a wide variety of financial products and stay up to date on market changes, my taxes, and avenues best suited for my investment goals (both short term and long term). We are blessed to be able to go into retirement with peace and comfort knowing we have the means to leave a legacy to our family and charities we support. We are grateful for the coaching and insights Rob and CWM shared with us to make this possible. We trust that they are working with us and for us. - Tom & Laura Michaels