Here are some of what our customers say about us.

Been with them 28 years now…and hopefully many more to come… excellent firm, great reputation. I use their full service model – for the work and peace of mind, its relatively inexpensive. Outsourcing is the way to go and these guys do it the best.

Dr. Patel, Ann Arbor, MI

Highly personalized Service. All of what you need and nothing you don’t. I went in expecting to be sold a bunch of products I didn’t need. Not a word was spoken to sell me anything I didn’t ask specifically about. I wanted help making decisions about my retirement accounts and that is what I was given. Turns out, they were right and I have nothing to say but thanks! Retirement is going to be very comfortable!

Donald Thornton

This has been my go to company for all things financial for many years. They have become good friends over the years and I would never go anywhere else. Early on they gave me a fair price and over the years those prices have stayed affordable. The level of service is outstanding, they
have a brilliant work ethic and they throw in my personal tax return for free.

David H. Southfield, MI


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