TIAA Financial Services - Ann Arbor (MI)

Sydney Moorthy I had an amazing experience with Preet at Liberty Tax! I was able to get an appointment the very next day after I called, and she had my taxes done in less than an hour. Preet was incredibly friendly, knowledgeable, and efficient. She took the time to ask the right questions and helped me find deductions I didn’t even know I qualified for, which ended up saving me a lot on my taxes. I felt totally at ease working with her, and I’ll definitely be coming back next year. Highly recommend!

Alexander Merab We went in to get financed and recieved some of the most amazing service from Miss Holley and Karsandra(supported by Jordan). They were warm and welcoming and were able to get us into the car we wanted that day with a great interest rate! Go see them, they are Amazing!

Rick Hoekstra I am a small business owner and use Geoff to manage my retirement funds. I appreciate his honesty and openness, and achieving above average returns. His personal touch by keeping me informed of market changes and his outlook for the future are key points that I value. He does a great job for me. I feel you will be pleased too.

Migliore Family Frank Cherniawski of the Wealth Management Institute has been our financial advisor for over ten years now. Frank is honest, trustworthy, objective, and personable. He has guided us through numerous financial challenges (investment decisions, paying for college, starting a new business, tax situations, etc.) and has been instrumental in our retirement planning. I also appreciate the fact that Frank is independent and does not advocate for or represent a specific financial services company. We continue to refer Frank to our friends and family seeking assistance with their financial matters. I would highly recommend Frank to those looking for objective, independent, and thoughtful assistance with their financial planning and wealth management challenges.

Lynn B. I have worked with Fineberg Wealth Management for 13 years. Zachary is a true fiduciary, managing my portfolio with prudence and competence. He has helped me minimize tax exposure while consistently growing my assets. He has always been responsive to my needs, questions and directions. He is a knowledgeable advisor and I highly recommend his services.

Rick Hoffman Retirement is a very scary thing to do these days. My Husband and myself meet Charles and David Bartman at one of the many summaries we went to. We were on the hunt to find a good financial advisor. We choice the Senior Financial Center because David Batman was very knowledgeable about investments and how to make our money grow. We have meet with David several times and we already feel welcomed by everyone in his office (they are polite- friendly). We trust the Senior Financial Center with our retirement investments. You will not be disappointed if you choice David Bartman, you can retire knowing they have your back.