Financial Planners near Sterling Heights

“Kim is like family. She is inviting and always has the clients best interest in mind. She makes you feel welcome and as if you are a family member.“

“I have been working with Greg Hinkson at Hinkson Wealth Management since I graduated from PA school and started my first job as a physician assistant in 2008. From the very beginning, Greg has guided me toward making smart financial decisions, and his team of financial advisors and his staff have always been wonderful. They are all helpful, responsive, and patient in answering even the smallest of questions.

Over the years, our relationship has grown beyond managing my own finances; we now trust Greg with our children’s accounts as well. What sets him apart is not only his financial expertise but also the genuine care he has for each of his clients. He consistently goes above and beyond, often working late into the night to ensure that every detail is handled with excellence. He is in business of serving people and fostering relationships while doing a great job of managing and growing our financial assets of our family.

Greg is more than a financial advisor; he is someone who truly has his clients’ best interests at heart. I wholeheartedly recommend Greg and his team to anyone looking for a trusted advisor who combines professionalism with personal care and concern!“

“Tom jr took the time to share his knowledge, don’t have to be close to retirement to get your finances in order. Gave great advice will be in touch.“

“Dan Stavale and his team at Paragon are exceptional. My husband and I have found them to be professional, well informed, and trustworthy financial planners. They act with their customers in mind and have grown our portfolio over the many years we have been with them. We strongly recommend their services.“

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“Roffe' Hofmann is an excellent financial planner! He is not only a registered investment adviser but he knows how to explain things in a manner that is understandable and professional. I trust him explicitly!“

“Very happy with my Financial Planner, Nick Sarnacki. I have utilized his services for 6 years and found him to be knowledgeable, responsive, and conscientious. Highly recommend!“

“Steve’s knowledge has proven to be incredibly valuable in the past year that I’ve been working with him. He has always been eager to answer any questions within his scope of expertise or refer me to the right person within his trusted network. With his guidance, I finally felt confident enough to become a full-time business owner. I trust that any decision Steve makes will always be in the best interest of his clients, and I look forward to continuing to work together so that I can hopefully retire early! ?“

“I switched from another company to Steve and my Money has been moving in the right direction ever since. So far so good.“

“I've been a client of Thomas Financial for nearly 10 years. Every time I am at their office, their staff is warm and welcoming. I feel that they sincerely appreciate the relationship they have with me and my spouse, who is also their client. Scott takes time to understand concerns and answer all questions with confidence. I can trust that he has my best interest in mind. He's reassuring about my choices and wants the most for my investments. I always feel good when I walk out of the regular meetings with Thomas Financial Group. They are a solid team who care about their clients.“

“Great company, have done wonders for my investments. Very trustworthy and knowledgeable.“

“I love them. We've been using them for 3 yrs and they are fast and extremely efficient. They offer financial advice also!“

“The team at PFP is super knowledgeable, professional, and very easy to talk and connect with. They took the time to understand my financial goals and gave clear and honest advice on how to reach them. I have multiple accounts with their firm, and they are always on top of contacting me when it’s time to do quarterly check-ins to let me know how much financial path is looking. I highly recommend!“

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