World Financial Group - Ann Arbor (MI)

Elisha Abbott I recently worked with Blue River Financial Group and was blown away by the level of service and expertise provided. From the initial consultation to the final deliverables, the team at Blue River was extremely professional, knowledgeable, and helpful. They took the time to thoroughly understand my situation. I was particularly impressed with the teams attention to detail and their ability to explain complex financial concepts in a way that was easy to understand. They were always available to answer questions and provide guidance, and they went above and beyond to ensure my complete satisfaction with their services. I highly recommend Blue River Financial Group to anyone. Overall, an excellent experience!

Tina Have been coming to Bob for 2 years now and have had great service.

Claire Stewart When I used to think of financial planning, I pictured someone in a suit telling me where to put my stocks. But meeting with Matt Bowden at 2 Bird Wealth Management completely changed that perception. Matt is not only incredibly knowledgeable and professional—he’s also a fellow parent who genuinely cares about helping families build real financial freedom. In our first meeting, he spent nearly three hours with us, taking the time to understand our short-, mid-, and long-term goals. He helped us see that financial planning is so much more than just retirement—its about creating a plan that supports the life we want to live now and in the future. Matt is kind, patient, and never once made us feel rushed or overwhelmed. We left that first meeting feeling empowered, informed, and excited to start this journey. We’re so grateful to have found him and are really looking forward to working together!

stephen smith 25 years of providing excellent service.

Christi Graham I highly recommend Precise Financial Services for all your financial needs. I’ve come to her to get my 2018 and 2019 federal and state tax returns completed, and both times I’ve been satisfied. Sommer was not only very professional but also she was very knowledgeable in the field. She works hard to get you the maximum amount of money for your refund. She communicates promptly about your taxes and the status or any changes to them. I’ve dealt with many tax preparers in the past and I’m glad I finally found someone I can trust!!!!!

Rosemind Taber Great tax service! He is efficient and super polite/professional.

Carolyn Heineman Ive been working with Zhang Financial for about 20 years now, and am extremely happy with the service and the performance of my investments. Im currently working with the team led by David Marshall and Kyle Mack, and am consistently impressed with their pleasantness, professionalism and responsiveness. I cant imagine it could be any better than this!

Debra I recently purchased a home. My representative Br. Talha was clear and concise with his instructions, and walked me through each step. He advised upfront on the requirements, what to expect and pushed for closing on our desired date. The customer service if the institution was excellent!!

Tom Rettenmaier Prior to retirement we visited 3 different “retirement specialists”. The first was Dennis Joppe who many people at my work enjoyed and did a great job managing their monies. The second a mid 30’s investor and the third was a social security specialist. The second guy was very likeable until he started slamming Dennis Joppe, which is a “turn off” for us if you have to slam your competition. I had to finally tell Justin to never contact us again to stop him from calling or emailing us. The third investor specializes in maximizing your social security which basically means not drawing until age 70. She was excellent, but both my wife and I were not in favor of delaying our social security. We saw Dennis Joppe for 1-1/2 years before we retired and I had given Dennis a portion of my Roth monies to invest. Dennis and my wife hit it off and suggested taking a portion of her 401k monies and investing those in a Prudential index annuity which would bring in a guaranteed amount of money very month. In the 2 years since retiring, we couldn’t be happier with Dennis or his Assistant Vicki. Wonderful people!