Strategic Financial Services LLC - Troy (MI)

Sam BoERSMas Excellent company and employees. Dan is very trustworthy and has your best interests in mind. He is also very responsive and helpful. I highly recommend working with him and the team!

Karen Gordon We had a great experience with Maria at the Pierson rd branch. She was a pleasure to work with by going above and beyond the duty to help us. She was very thorough, patient and helpful.

Carrie Curnow After moving, my husband and I both thought the other had paid our life insurance premium, and unfortunately, my contract had lapsed. Brian was a tremendous help in finding a new carrier that provided the coverage we needed at a reasonable price. Despite having some health issues, I thought it would be impossible to get coverage again, but Brian was incredibly knowledgeable and patient throughout the entire process. He explained everything clearly at each step, without any high-pressure sales tactics, and acted as a true consultant, answering all of our questions and making the best recommendations. We couldn’t be happier with the outcome. Thank you, Brian, for your exceptional service!

Terry Bailey I went over my limit for the 2024 and just wanted to take the extra money and open a new account so that I wouldnt penalized by the IRS witch Im aloud to do. But trying to get someone to help you is like pulling teeth. They keep transferring you from one person to the next until you get fed up enough to hang up. THE WORST CUSTOMER SERVICE IVE EVER HAD TO DEAL WITH!!!!

Isaac Morales Josue at American Dream Financial is of great help Any time I need assistance, he is always right there to help. Whether it be for a simple question or a complex subject. He handles all of my accounting and payroll services and I would highly recommend him to any business big or small.

Winnia Ingram Thank you for a wonderful event. The extra things you do are so nice. We are fortunate to be part of the Dodson Family. Peter and his staff are amazing and so easy to work with. They are very accommodating and have helped us understand what we need to do heading into retirement. Thank you for taking great care of our Financial Planning needs.

Parker Gray, Realtor Brice is kind, courteous, knowledgeable, and most importantly, listens to his clients wants and needs to help them make decisions based on their goals and aspirations, which is one of the best qualities you could ask for as an advisor. I would highly recommend Brice to anyone!

lars nordberg Larry has been my financial planner for over 10 years and his service and advice has been immeasurable. I particularly like that he is extremely knowledgeable about taxes and tax ramifications. If you are looking for a financial planner, Larry is the guy!!!