3 Best Financial Services in Sterling Heights, MI

I have been using Asset Preservation Tax and Retirement Services for about 5 years. I learned about Stewart Willis and his team from a weekly tv show he did. Usually, I don't go for these types of things. I was positively impressed and made an appointment with Stewart. I have had two other advisors over the last 35 years. Stewart is a far superior advisor than the other two. I meet with him regularly, both in person and on zoom when I am in Mass, to discuss my financial situation. We discuss everything from my accounts, to Medicare and how your income determines the amount you will pay for Medicare (IRMA) if you are above a certain income. We review my tax return and discuss my tax bracket. He has been invaluable to me. None of my other advisors did this for me. They also prepare tax returns, if you would like, so all of info is in house. I retained Stewart when I was living in AZ. I have since moved back to Massachusetts but visit AZ. I still use him as my advisor. He is a great guy with a lovely wife who i have met. I am encouraging my daughter to contact him. Susan R from Massachusetts

If you are looking for individualized, personalized, and customized service in the areas of retirement planning and preservation (including advanced tax planning), Asset Preservation Tax and Retirement Services delivers exactly this. Above all else, this is a company owned and managed by a financial advisor who puts his clients' interests above his own gains. I have made multiple mistakes falling for falsely declared fiduciary sales pitches over the past several years. Fortunately, after attending a highly informative retirement seminar in Sterling Heights, MI, I was able to connect with the "team" and after a few meetings, I decided on the financial advisor best suited to guide me forward. I trust Justin Carlson and his team without reservation; the fact that my daughter and son-in-law who are positioned in D.C. became his clients as a result of my personal recommendation speaks volumes to the trust and faith I put in this fine individual and his team of financial advisors.

Channing has been my financial adviser for almost five years now and words cannot express how satisfied I am. He is always prompt and professional. Since I work in the customer service industry I have high standards when it comes to working with folks and Channing is a 10 out of 10.

Channing is very knowledgeable and friendly. He has been nothing but open, honest, and extremely helpful in handing my financial future. I will continue to work with him throughout my career.

Channing is very knowledgeable, and is very patent. I highly recommend Channing as your Financial Advisor. Channing cares about you as a person, and will take as much time as needed with you.