Drake Financial Services, LLC - Troy (MI)

Lewis Marshall Weve been working with Stonebridge, and their predecessor, for over 10 years. Theyre extremely professional and always have advice thats not pressuring, but truly advising. We appreciate our relationship and will hopefully continue working with their team for years to come.

Sarah Pettenger We absolutely love working with Blumark! In our first few meetings, our Financial Advisers had us complete a financial portfolio and set financial goals for ourselves. They showed us that we could save more money each month then what we thought we could. Two years later, we had saved enough for a down payment on our dream home. Also, Blumark helped us with our estate planning. Its something we hope we never need but are so thankful to know that our loved ones will be taken care of, if something should happen. We loved working with Blumark so much, I referred my parents to them for help with their retirement planning.

Nicholas Papasifakis As an estate planning attorney, I have been working with City Center Financials clients for over five (5) years. City Center is one of the best retirement planning firms in the industry, and our mutual clients have been very satisfied with their knowledge and expertise. City Centers staff is also very accommodating, pleasant and well-trained.

Joi Love They claim you dont need a mortgage to get equity loan but not willing a give a loan with a home paid off because they claim I had the house too long. As if I dont know under a year theres not much equity been accumulated yet. .

C. Thompson Took a big hit. Lost 15% in Rubino-managed investment account after over two years. Very disappointing, especially considering how the market is doing.

Linda T Im pleased to recommend Mike Coffield (he is my financial advisor at Ameriprise). I appreciate his depth of knowledge, integrity, and excellence in providing the best strategies to meet my financial goals. I have recommended him to friends who are now working with him!

Shannon B I am planning for my teen’s college years and wanted to find a company who can provide advice and financial knowledge. Working with both Angelina and Paul has been a positive experience. Angelina’s quick responses to my questions, help with the FAFSA forms, and also breaking down the college financial page from each college has been a tremendous help. The meetings with Paul have been eye-opening and helpful and planning for the college future. I would definitely recommend Bridgewise to other families with questions about college finances.

Maria Herlihy Great team and people to work with!