TIAA Financial Services - Ann Arbor (MI)

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!

Diann Dupuis We have been with Custom Wealth Solutions since they were actually a different name. Both my husband and I are very happy with the expert advice, prompt market strategy moves to protect our assets, and staff that genuinely care about their clients. This is a company I recommend and have entrusted with our retirement investments.

Karen Colley We have worked with Marc for 15 years. Marc is highly professional, expert in what he knows and explains everything very detailed. He has customized a financial portfolio to help plan for all phases of our life. It’s always a pleasure to work with Marc and highly recommend him for your financial services.

Tony Timmons Jacobs Financial has been top tier in their customer relations, helping us in our long term financial planning