Stephens Wealth Management Group - Flint (MI)

Debbie Lynne I met with Peter Glaab III and Kyle Glaab to go over my retirement plan. Although I sometimes feel out of my element when talking about investments, they both made me feel very comfortable and made sure I understood everything we went over. I highly recommend Individual Financial Planning. Like their website says...They treat you like family.

Ernest Daniels I run a bakery and café in a college town, and I wanted to offer a wider menu and renovate our seating area before the school year started. Cash flow was tight during the summer, so I turned to an MCA. It gave us the funding we needed without jumping through the hoops of traditional banks. We used it for new kitchen equipment and minor upgrades. When students came back, sales jumped 30%. Repaying the advance through credit card sales felt effortless it aligned with our busy and slow days.!!

Renee Benedict Personal service. Sound advice. Friendly. Bery helpful, Great bank rates. They focus on you as a person, not a dollar sign. Perfect neighborhood credit union. Great hours and atm does work!!

Leola Donahue I love this location they always have a smile on their faces and I feel at home. Mrs Karen is a true grandmother at heart ❤️ I know if I did something she will get on me and Ms Joyce is my libra twin dont have to say much we understand each other overall its great place to get a loan or whatever you may need

Praveen Kumar Chris is great! He helped understand the policies and picked the best options

Lajuan Williams I spoke with Ms. Phyliss today; and she was very professional and most helpful in assisting with my payment. Thus far, I believe this is a great Warranty company. I pray I will have no issues with them going forward. Have a great day! Hope this was helpful, L. Williams - Texas!

Thomas Ensign When we retired, we rolled over our 401-k to Sapientia Wealth Management. We also sold our condo & moved to the west side of the state. We wanted to have some liquidity. Beth provided an investment strategy that provided both. She follows up with us and we receive a monthly print out of how our investment is doing.