Comerica Bank - Lewisville (TX)

Tara Shumar I absolutely love Michelle and her office. Not only is she professional and knowledgeable about the market and our investments, she is also so friendly and personable that the entire process feels like a breeze to set up! Knowing her for years now, I trust her ability and judgements and I know she strives to provide what is best for our needs and goals. Her office even calls our family for a personal Birthday greeting every year.. the level of customer service is unheard of. Do not hesitate to schedule an appointment and find out for yourself! Last but not least Michelle is known for her philanthropy and loves to take advantage of opportunities to help others all around the world. I love when businesses and business owners make this a part of their goals!

Chase Wolf Ruben helped me understand and grow my 401k, he also helped me set up accounts for my children’s college education which we are very pleased with. 10/10!

Daryl Mensik The Creme Wealth Team has been taking care of my family and all of our financial planning needs for years. They also help with our companys 401K and all our employees retirement account needs. They have been willing to work with and coordinate with our Accountant, Estate Planning Attorneys, and 401K Compliance Administrators in the past to assure a seamless, white-glove service experience. Usually we all we have to do is sign a few DocuSigns and they do the rest. Weve been very blessed to have them on our team and look forward to working with them for many years to come. HIGHLY RECOMMENDED!!

Frances Henigman-Pethtel Daryl goes above and beyond for his clients. Glad to have an advisor that cares about me, my family and my financial well being as much as he does.

Sandra Torres I was in the bank for a different reason and Joshua was kind enough to ask me if I was had an account I kindly agreed to get one So convenient appreciate him tremendously

Kenneth Exum Tim has guided me with my investments for 20+ years and I not only consider him a trusted business person but also a personal friend that always has my family’s interest first and foremost. He always listens to my questions and concerns and when I make my own investment suggestions, he always has an open mind and does his research before we come to an agreement!