Complete Financial Planning - Flint (MI)

Mike Rogers Our family has used Robert Wright of Complete Wealth Advisors for several years. We have found "Bob" to be a true professional and an expert in the field of Financial Planning, including investments, social security and estate planning. We highly recommend Robert Wright of Complete Wealth Advisors.

Carlo Evans If I a city resident ask due to concern a hazard and the response I get is "not my responsibility" yes I will be angry yes I will be foul. I pay my taxes every year.

Darin Devine Shelby was very helpful and friendly. Strongly recommend!

Alice Millstead DFCU has been so great to work with My Husband started there when he was a over the road truck driver so his checks could be put right in the account. I have been with them over 30 years now. Everyone is always helpful.

Amjad Quadri A community pillar that us ready to help anyone.

Don Client of Mr Matlock for a number of years.

Jennifer Maker Top notch professional! He takes the time to get to know your situation, allow you to ask questions and help with your current AND long-term goals. I highly recommend David.

cindy Awesome is the 1st word to come to mind. From there I would say professional, many years of experience, and knowledgeable in the world of finance. In the past I have invested my money into different financial companies. After the initial investment I never heard from them again. Until of-course I transferred my money to Compass Financial. Only then after 30 plus years of investing they were calling me in an attempt to keep my investment. Since Ive gone with Compass Financial Ive heard from them at Christmas, received pies for Thanksgiving and received candy for retirement. Once youve invested with them They will most definitely invest in you! Most importantly Matt explains everything in such a way that you will understand what is happening with your investment! He is prompt to answer any questions you may have. One thing that I found very impressive is there was no pressure put on us to invest w him. We went to one of his seminars (delicious meal). He said right up front "my plan may or may not work for you" "let me see what you have and Ill let you know what I can do for you" final decision was ours...no pressure. Highly recommend!