TAYLOR EXCHANGE - Taylor (MI)

Roberto Cardenas CINDY D. was very kind and helpful getting my wife’s bills/account straightened out! She even went above and beyond and used the little Spanish she knew to help my wife understand everything clearly. I would definitely recommend CBM Services!

Laura Dyga Nathan Whipple and his staff are very professional and caring people - that is a hard combination to find these days. With the very unexpected and sudden passing of my Mother in 2020 - Nathan and Jennifer were extremly helpful. It was a very terrible time for the country - however Nathan and Jennifer went above and beyond the call of duty. I feel my fathers investment need are well taken care of and his finicial future is in trust worthy hands.

Lisa Trombley Love the personalized attention. Finally feel like we understand our plan!

Mark Strek Rolled over my IRA to LifePlan and couldnt be happier!! ALL of the employees at Lifeplan are truly great and passionate about their work. Jeffs attentiveness to my account is very refreshing compared to past advisors Ive dealt with. LifePlans staff is extremely competent, professional and friendly. What I truly love about LifePlan is that it is abundantly obvious that everyone there follows the Golden Rule, which is unfortunately hard to come by these days. You definitely feel like your "part of the family" when you become a client.

Sara McCree I have been a customer for 30 years. Never had a problem. Always helpful and quick.

Dora Pitts We’ve used this MCA service twice now once for payroll during a slow season and once to remodel part of our shop. Both times, the process was incredibly fast and transparent. I like that they don’t require perfect credit; they just look at your actual revenue. The funding gave us flexibility when we needed it most. It’s an excellent option for any small business facing short-term cash needs.