The Wealth Advantage Group - Northville (MI)

Mark Ebben Excellent PERSONAL financial planning!

Joseph Lanz I met Dan Haines after interviewing several advisors, including some big name providers, when I was contemplating retirement over three years ago. Dan’s review, analysis and guidance convinced me the time was right and that I could enjoy a comfortable retirement. Since retiring Dan’s ongoing support has been invaluable. Dan’s recommendations to secure my assets during recent market turbulence proved to be exactly the right choices. A recent meeting with Dan and Doug Voisard specifically addressed my concerns about meeting increased medical costs as I age. Dan and Doug provided a thoughtful and fact-based analysis which reassured both me, and my children, that I’m well prepared for that future. I trust Dan implicitly.

Charlotte Payne Lester Heddle and Cindy Mayer are in perfect harmony as a team. Theyve been my brokers for several years, and I hope they will continue to be for several more

Roger Thornton I have had the privilege to get to know Kevin Spencer over the past couple of years. Keven is a true professional, he clearly knows his craft, he is a teacher at heart always helping and educating people. If you have not sat down with someone to help you plan your financial future, I would recommend give Kevin a call and let him help you reach your dreams and goals.

Nan Fichtenbaum Jeremy (havent met Jim) is a fiduciary planner whom you feel you can trust from your first meeting. He is confident in his ability to meet your goals. He is a focused listener who asks insightful questions as he builds relationships within a very comfortable and fun environment.

G L W We have been longtime members at DFCU because of the high quality of their service offerings. The staff is always helpful and supportive of our needs. If you feel you are not having a relationship with your bank, take time to speak with a local DFCU branch manager.