Modern Wealth Management - Troy - Troy (MI)

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.

Camelia Ciobotaru My husband and I have been Dan Stavales clients for 17 years and are very satisfied with Dan and Paragon Retirement Planning Inc. The services Paragon provided aligned with our financial goals. We discussed the investment strategies and products, and the communication has been great always.

Tyrone Brown Ive been a customer with STE Financial Solutions for years. Mr. Roy Eaton and his assistant are the best in the business ! They will get you RIGHT !!

Bob Suminski We need a couple of items regarding our IRAs addressed and need to speak to a consultant, Jacqueline Tran. We called her directly and left a VM, emailed her directly, called the branch number and no one answered and left a message and sent a message from the branch messenger on the web site and no one will respond. Has the Troy branch closed down? It is irresponsible and disrespectful to your customers to ignore them. We have had four different consultants in the past two years because consultants dont stick around which should have been a clue for us to move on. We are seriously considering moving our funds elsewhere where well get more respect after years of loyalty to Schwab.

Mary Sherman 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!