Steven Desmet - Raymond James - Rochester (MI)

Mike Bullion Dan, Ryan & their team have been excellent to work with. Our relationship started with a referral to them for some business consulting, They have done great for my companies, and that evolved into managing my personal investments. They have been transparent, professional & strategic.

Jason Reno Ive been working with Schultz & Associates for the past 2 years for both personal and business taxes & bookkeeping. It has been great to work with both Jeff and DJ. Their knowledge and communication has been wonderful. If you are looking for personal or business services I would highly recommend reaching out to them!

Erica Rabideau I just had to write a review for the outstanding customer service I have received and continue to receive from Darius and Lauren at this branch. They have gone above and beyond and have been so kind and understanding and helping me with all of my problems and really taking the time to explain everything to me and make sure there is a clearly understanding. You truly tell how dedicated they are to helping customers and I cannot thank them enough. Again Darius and Lauren, Thank you so much!

Douglas Lawson The staff at this location are among the best! Thank you for always resolving my issues in a timely manner with great service and a smile.

Jeff Mozal I worked with Ken Voog in April 2025 in reviewing my financial situation. I provided the data, and Ken and his team did the rest. Ken is a top notch professional and the financial plan, analysis, and recommendations that he and his team put together were excellent, tailored to my specific financial situation and needs. Without hesitation, I recommend Ken and his team at Foguth Financial in Troy to anyone in need of financial planning and investment services.

Jay Bee Absolute best-in-class financial advisors. Mike and his team treat clients like family and get you on the right track to financial freedom in retirement. They take the time to listen and educate in order to customize the best solution for each individual. I can’t speak highly enough about this amazing team! I highly recommend this firm to anyone in need of a financial retirement strategy.

Roberto Cardenas CINDY D. was very kind and helpful getting my wife’s bills/account straightened out! She even went above and beyond and used the little Spanish she knew to help my wife understand everything clearly. I would definitely recommend CBM Services!