UBS Financial Services Inc. - Muskegon (MI)

Samantha Gillespie Selected Advising is hands down the best accounting firm Ive ever worked with! Ive been a client for 20 years now, and I wouldnt dream of going anywhere else. They handle all my financials with the utmost care and expertise. I completely trust them, and theyve consistently provided excellent service and advice over the years. Highly recommend!

Tom Michaels We began working with Rob Moore and the Center for Wealth Management over 20 years ago, when I changed jobs and did a rollover; I invested 50% with Rob and 50% with another firm. Over the three-year review, Rob’s investments not only had a higher return but the expenses were also much less. Rob has done a great job creating a well-designed retirement plan, helping us save for kids’ college, and strategizing to find the right mix of investments aligned to our risk tolerance, while keeping it diverse and minimizing expenses. Rob has in-depth knowledge of the market and projects honesty and fair balance in the information he shares. He’s dedicated to continued growth and learning, proactive in reaching out, a strong communicator, and a caring family man. Anytime someone we know is looking for a trusted financial advisor, we recommend Rob; my parents, our children and their spouses, and some work colleagues have all partnered with CWM. I can state with confidence that all have been impressed by his knowledge and professionalism and pleased with the investment advice provided in a timely manner. The most important benefit from working with Rob is the ability to gain information on a wide variety of financial products and stay up to date on market changes, my taxes, and avenues best suited for my investment goals (both short term and long term). We are blessed to be able to go into retirement with peace and comfort knowing we have the means to leave a legacy to our family and charities we support. We are grateful for the coaching and insights Rob and CWM shared with us to make this possible. We trust that they are working with us and for us. - Tom & Laura Michaels

Shahid Hussain I have been banking here a long time and always appreciated this location. Recently, I had a few issues on my accounts and Ann was very supportive on resolving my issues. She took the time to alleviate my concerns and called back to make sure everything was correct. Thank you to Ann!

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.

Bob Brown Absolutely the best service you could imagine. I have been using their service since Jim purchased McMurray and have not had any bad experiences whatsoever. Always professional and very easy to work with. Never had an unanswered question. Highly recommend this company. Bob Brown