Talia Wealth Strategy - UBS Financial Services Inc. - Farmington Hills (MI)

Jack Plants My wife and I have depended on Brandon to help us navigate the intricacies of the Medicare minefield. Brandon walked us through the various options in Supplemental and Advantage plans and got us signed up for the best plan covering the medications that we take. Brandon did all the heavy lifting we have been very pleased with ongoing support and yearly review. Highly recommended.

Sandy Fonrigrnao Thank you Mona Bolos and everyone involved who helped us refinance our home. Mona was there every minute of the process. I am so grateful to Mona for being there for us every step of the way. She was there when we first bought our house 11 years ago. And now when were refinancing the same house she is still there for us. Mona youre a gem. Were very grateful. Steve and Sandy

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.

Shaker Hites We are retired. Several, 10 years ago, we looked for 100% safe place to move money with the best return possible. Does that sentence seem possible? We found that, with James Moran (and Amie}. He has our total confidence. He understands our goals. He is lighting fast to respond, makes everything happen with least amount of hassle and as a bonus a nice, easy going fellow to interact with.

Thomas Ensign When we retired, we rolled over our 401-k to Sapientia Wealth Management. We also sold our condo & moved to the west side of the state. We wanted to have some liquidity. Beth provided an investment strategy that provided both. She follows up with us and we receive a monthly print out of how our investment is doing.