Innovative Financial Inc. - Troy (MI)

Eric Jones Helped break down information concerning my investment.

Sherry Godlewski Working with Adam and his team has been a great experience. They have done a thorough job in reviewing our financial status and explaining our growth opportunities. We would highly recommend them for your financial investment needs.

Tim Martell I would give 0 stars if I could. Sales team sold me a product I did not want. Awful communication, service, and experience. Stay away

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!

Kevin Lopez I had a fantastic experience working with Reliance Financial Group Inc. The entire team was extremely professional, but I especially want to highlight Rohit for his outstanding service. His communication was top-notch throughout the entire home buying process. He was always available to answer questions, explained everything clearly, and truly made the process stress-free. His professionalism and dedication to helping clients succeed really stood out. Highly recommend Reliance Financial Group and Rohit if youre looking to buy a home!

Chris Hawkins Grateful for 8 Years of Guidance: Weve been with Kennedy Financial since 2017, and looking back, were genuinely grateful for the role theyve played in our financial journey. It wasnt just about investment returns - it was the peace of mind, the thoughtful advice, and the way they always made us feel cared for and never rushed. Steven in particular has been a steady voice throughout every question we had - and we had plenty! The trust we built with him and the team over the years gave us the confidence to eventually step into managing things on our own. That wasnt an easy decision - and honestly, thats a credit to how much we valued the relationship. We highly recommend Kennedy Financial to others and wont hesitate to return if we ever need someone in our corner again. Great people, solid guidance, and a team well always speak highly of. - Chris & Janan Hawkins

Cari Olekszyk Pete has been tremendous helping us confidently prepare for our retirement. His knowledge and advice are so valuable especially navigating through uncertainty. We couldn’t be more satisfied with our Modern Wealth Management experience.