Brian Sommer - Private Wealth Advisor, Ameriprise Financial Services, LLC
“Great guidance with practical advice over the several that we have worked with the firm.”
Financial Planners near Okemos
Financial Planners near Okemos picked by BestProsInTown
Flynn Wealth Partners
“I do not typically write reviews; however, I feel compelled to share my experience with Flynn Wealth Partners. I have had the pleasure of working with Nathaniel and the team since 2019, and my experience has been exceptional.
I sincerely value the personalized attention and professional guidance they consistently provide. They have assisted me in preparing for retirement, establishing investment opportunities for my grandchildren, and developing strategies to ensure my assets are working effectively on my behalf. Their advice has been thoughtful, well-informed, and consistently sound. Even on occasions when I initially questioned certain recommendations, their guidance ultimately proved to be in my best interest.
I confidently recommend Nathaniel and the entire team to anyone seeking knowledgeable, trustworthy, and comprehensive financial guidance. My sincere thanks to Nathaniel, Sam, Scott, and Maryann for their continued professionalism and dedication. It is always a pleasure to meet with you.
Sincerely Ron Hasse”
Michigan Money Management
“My wife and I have been with MMM for many years and have been very satisfied with them. Tom and Dave helped us decide when to retire and when to start social security and their investment strategies have been very successful for us. They are excellent at responding to questions and have always spent time with me when I have had financial issues that I need help with. I would highly recommend their services!”
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