Jackson, MI Investment Service

Lee took the time find out where I am, where I want to go, and set up plans to manage those plans. Looking forward to a long term working relationship with Lee.

They were very nice and very helpful

The Avery Wealth team is phenomenal. They offer steady, consistent, and knowledgable consultation and advice.

Brennan and his team are highly skilled professionals. At the recommendation of our CPA I interviewed 5 firms by phone, met personally with 3 of those firms and selected ... more

Max has been very helpful with information and suggestions for both my and my parents investment accounts. Very good Schwab location. Highly suggest them over small coun ... more

Lynn helped me to find information about an old policy when I couldn't find the information otherwise. It gave me so much peace of mind learning that everything is prope ... more

Good people

Terrific service

Good all around guy. Someone we are comfortable with and trust.