Trinity Financial Services - Bloomfield Township (MI)

Charlie Weve been with Flynn Wealth Partners for 15 years now. We love that they treat us like their best clients! Weve gotten great advice, and they helped us know that we dont need to panic when the news would suggest otherwise. If we need urgent help with a life-changing decision, they have squeezed us into the next days schedule. Theyre always available if we need some advice or insight on a subject. Everyone is friendly and treats us like friends, not just clients. We never could have planned our financial future alone as good as weve had with their help. We would highly recommend them to anyone. When should you start? Last year. But dont wait for "the optimum" time, or when you have lots of money. Start today, build a plan, and let them execute it for you.

Michelle Gregory This is the slowest bank Ive ever been to. Waiting in line 30 or more minutes when I come in. People have places to be. They handle the cars before people waiting half an hour in line. I had to leave 2 days in a row then come back. Smh still waiting in a long slow line

James Peacock My financial advisor joined Mosaic Wealth Management a number of years ago. Ive been with him for about 13 years. Hes been such a great help for myself and wife. The whole staff at Mosaic Wealth Management are very friendly from the time you open the door till the time you leave. Ill leave my financial advisors name here, so if you are interested in a visit to see him or another advisor, Id highly recommend it. My advisors name is, Jonathan Hayes. So if you are in the process of using a financial management service, check out Mosaic Wealth Management, you wont be disappointed.