Tom Oswald - Financial Advisor, Ameriprise Financial Services, LLC - Troy (MI)

Christine Acob After taking the time to understand my unique financial situation and retirement goals, John Herbert and his team provided thoughtful, expert guidance in managing my portfolio and reducing risk. Thanks to their help, I’m enjoying the retirement I had always hoped for—with peace of mind and confidence in my financial future.

William Boyd Before working with Jordan at True Wealth, I really struggled with knowing if my money will last. After working with him and his sophisticated tools and guidance, I feel confident in my current and future spending rates. Jordan also helped me determine my estimated quarterly tax payments with much greater accuracy and all at a significant cost savings to me.

Francine Robin is an excellent wealth planner. Shes knowledgeable and caring. Kudos to the front desk;. Liz and Shadi, who are very accommodating. Liz congrats on your promotion.

Bob Bobby I spoke with Brian Treppa today in his office about a unique tax situation for cross border taxes. He referred me to someone who was an expert in this area. Brian and his staff are very personable, helpful and professional. I greatly appreciate them helping me with a complicated matter. I’ll definitely recommend them in the future.