Stonebrook Private - Northville (MI)

Betsy Cohn I have worked with Erold now for probably 20 years, first at TIAA and now at RJ, and I have been consistently pleased with his responsiveness and knowledge. I appreciate the fact that he takes a holistic approach when creating investment plans, which have generated strong results, and that he has taken time to get to know me. Having him as an advisor as I prepare to enter retirement is extremely helpful and reassuring.

Kaylajoy Yaek I’m genuinely excited to see this credit union continue to grow across Michigan! Every interaction I’ve had from the tellers to the bankers has been nothing but positive. I’ve had the pleasure of working with Julia Kaiser on several occasions, and she’s been an incredible resource for all of my questions. Honestly, I don’t think most people say this… but I’m actually looking forward to my next loan just so I can work with PDCU!

Susan key Jon Russell takes time to explain financial tools and plan for a successful retirement.

Kevin Vandenboss The only advisor I talked to that set up a personalized plan for me based on my goals instead of pushing what was best for him on me.

Chris Sookhai I have been with Daus now for close to 5 years. Since then the team has expertly managed my entire financial portfolio and given solid advice to me regarding other personally controlled assets and investments. Trenden has been incredible at helping me to learn more about financial planning. He has given me peace of mind through thorough analysis and assessments of multiple pathways for my investment portfolio by providing solid insights and recommendations to strategies that fit my current and future lifestyle goals. While I am still quite a ways from retiring, I have absolute confidence that they will be able to support my financial needs when the time comes to retire. Looking forward to many more years to come!

Amber Russell I wish I could give this business 10 stars!! I was so nervous before I had my appointment and was instantly made felt welcome as I was greeted and offered something to drink as soon as I walked in. I can’t thank him enough for helping me set in place a game plan for myself to help not only myself but my family for the future!! He made me feel so at ease and truly broke everything down so I could fully understand without making me feel stupid. I really appreciate all the help and guidance!! I would Recommend this location to everyone if you haven’t set up your appointment yet go do it!!

Sydney Moorthy I had an amazing experience with Preet at Liberty Tax! I was able to get an appointment the very next day after I called, and she had my taxes done in less than an hour. Preet was incredibly friendly, knowledgeable, and efficient. She took the time to ask the right questions and helped me find deductions I didn’t even know I qualified for, which ended up saving me a lot on my taxes. I felt totally at ease working with her, and I’ll definitely be coming back next year. Highly recommend!