Stifel - Rochester (MI)

Julie Wilkinson Amy has been a wonderful friend, mentor, CPA and Advisor to both my family and I over the last 10 years. She was extremely supportive and caring during my breast cancer journey and truly encompasses a holistic approach in reaching both financial and personal goals. When my sister was going through a difficult divorce and under financial distress, Amy was more than helpful in navigating the unknown. She has also been instrumental in providing guidance during the passing of my grandfather. If youre looking for an Advisor who truly cares about you and not the bottom line, Amy is absolutely amazing.

Kevin Service is fast and professional.

Jacqueline Burt They are always kind and courteous and make the bad times easy .

Mary Jo Boruta I am very impressed with Bespoke Financial Planning. John has helped us define our financial goals and given us tangible ways to achieve these goals. He is organized and detail oriented. I also appreciate that he is able and willing to explain relatively complex issues to me in a way that I feel comfortable with the various strategies.

Kathleen I am so happy I thought to share my experience. Having James Uh as my financial advisor has made me much more confident about my financial future. I had been a poor planner and I had so much anxiety thinking about it. James was very knowledgeable, kind and professional and put me at ease. I appreciated how patient he was when I had multiple questions. His assistant, Vanessa, is always helpful to me when I call with any questions. Great resource for financial planning!