Oakwood Financial - Troy (MI)

Loreta Soriano good

David Wissinger They helped me manage my investments and tax strategies . It was easy and they have a wealth of knowledge. I would recommend them to anyone.

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.

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.

Phil Clark First class service. Personal attention. Genuinely interested in your investment success. Highly recommend.

Maria Herlihy Great team and people to work with!