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

John Henighan We use CG Financial to manage our 401k Plan & have been very satisfied with the work – both in the performance of our investment portfolio & rigor of their financial analysis. And, just as importantly, they’ve been EZ for our management team and employees to work with. Often, employees are intimidated by financial jargon or the seeming endless choices for financial investment. CG Financial puts everything in clear, layman’s terms, and then has a hands-on approach to helping plan participants. Whether it’s meeting employees individually to sign them up for the 401k or change their investments, presenting at LorAnn Quarterly meetings, or facilitating engagement or problem resolution with our plan sponsor or 3rd Party administrator, CG Financial has done a fantastic job, and I recommend them highly.

Silliver Banks Everyone here is very friendly and professional, from the receptionist to the financial/tax advisors. My taxes were prepared in a very thorough and timely manner. I would definitely recommend Key Financial Solutions to my family and friends.

Yonn Every time I go in there to cash my check.. very quick

Rez Trrs Excellent agency. Help me through the Medicare maze and made it so easy.

Barbara Zocher Been using these guys for about 14/15 years now, even before they had this office. Some of the best people I ever met. They make you feel right at home and feel safe with them. Very trust worthy and knowledgeable. I recommend them to EVERYONE.

Tarig Elraiyah Working with Andy was a fantastic experience. He exudes professionalism and approachability, making him easy to work with. Additionally, his responsiveness and ability to explain things in detail were much appreciated. Its impressive how quick the entire process was, and he was always prompt in responding. Overall, Andy made the process very smooth and enjoyable.

Peach Matthew The level of expertise at Arbor Trust is few and far between. They have a small but mighty team of caring people. If youre looking for a good financial partner, be sure to check them out

Deborah Petersen Sara in Muskegon is my go to in a pinch. Does things the right way and accommodates me.

Aaishah Hasan Highly recommend AE Tax services! I’ve been going to H&R Block since I’ve been old enough to file taxes and finally decided that I wanted to support a community business that’s black owned! And I paid less to file my taxes. Very professional, well versed, and timely! I couldn’t recommend them enough!