Smalley Investments - Lansing (MI)

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

Kenneth Hobbs I truly appreciate Maggies assistance, professionalism and personality!!! Her insight for helping clients is implacable. I definitely recommend using the services at this location. Thank you!

Linda Linsea I do not normally make a review but Jill and the rest of the ladies at my branch have gone beyond being helpful and professional. As a business owner for over 50 years I appreciate people who are like me when it comes to perfection. Being correct in all things is the seed to success. Good job people! Special thanks to branch manager Jill Morton.

barbara evanoff Upon the death of my Dad, his accounts were distributed according to his wishes. When my account was set up, with NO ATM card. My then husband checked my mail, found a Debit Card, set it up, And withdrew $4,500!! The account manager called and asked about the withdrawals, and I reminded her, that theres no ATM card! She reviewed my original application and agreed. No ATM and was to have started an investigation. Nothing was done,its been 17 years. No investigation, but Ive been told during the first 3 years that Raymond and James Corporate was going to start it. Their fees are outrageous! Ive not spoken to an agent within the last couple of years...

Steve Conklin They have done a great job for us over the years!! We have complex taxes to prepare.

Breeze Sailor Theyre doing a great job for our association.