Steven M. White Financial, LLC - Farmington Hills (MI)

Migliore Family Frank Cherniawski of the Wealth Management Institute has been our financial advisor for over ten years now. Frank is honest, trustworthy, objective, and personable. He has guided us through numerous financial challenges (investment decisions, paying for college, starting a new business, tax situations, etc.) and has been instrumental in our retirement planning. I also appreciate the fact that Frank is independent and does not advocate for or represent a specific financial services company. We continue to refer Frank to our friends and family seeking assistance with their financial matters. I would highly recommend Frank to those looking for objective, independent, and thoughtful assistance with their financial planning and wealth management challenges.

Kathryn Ellis Mike Carr is awesome! Such a helpful and very knowledgeable member services rep. I came in about refinancing my auto and he came up with some great ideas. Great attitude, really just wants to help people! This is why I love this credit union!! Thank you Mike!!!

Linda T Im pleased to recommend Mike Coffield (he is my financial advisor at Ameriprise). I appreciate his depth of knowledge, integrity, and excellence in providing the best strategies to meet my financial goals. I have recommended him to friends who are now working with him!

Tracy Nafe You wont find a more capable adviser than Phil Mitchell. He is personable, candid and supremely insightful. It was obvious when we sat down with him that he takes his job very seriously but has a welcoming demeanor and put us at ease right away. He offered us practical advice about a wise plan of action with the best outcome for our needs.

Blane K Exceptional experience!!! Knowledgeable, personal and overall our experience was outstanding! Rob Schauer works hard to please and to ensure you get the best possible representation. I suggest when you invest, insure and retire go with some one you can trust. You wont be disappointed with Rob, he is very trust worthy and caring.

Barry W We have been investing with Plan 4 Financial for 13 years. Whether it was Dennis, Jeff, or more recently, Nikki and Dan, our experiences have always been positive with exceptional results. We were especially impressed with Nikki and Dan because of their knowledge and understanding of the business and their pragmatic approach to our personal needs. We have the utmost confidence in them both. We feel that the day we walked into Plan 4 Financial, the stars were certainly aligned in our favor.