Best Rated Sponsor
Focus Partners Wealth

ADDRESS: 1055 E South Blvd #230, Rochester Hills, MI 48307, United States
NUMBER: +1 248-299-4300
DESCRIPTION FROM BUSINESS: Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future…
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Rolled over my IRA to LifePlan and couldn’t be happier!! ALL of the employees at Lifeplan are truly great and passionate about their work. Jeff’s attentiveness to my account is very refreshing compared to past advisors I’ve dealt with. LifePlan’s staff is extremely competent, professional and friendly. What I truly love about LifePlan is that it is abundantly obvious that everyone there follows the Golden Rule, which is unfortunately hard to come by these days. You definitely feel like your “part of the family” when you become a client. – Mark Strek
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Arrowroot Family Office – Michigan Office

ADDRESS: 725 Barclay Cir Suite 215, Rochester Hills, MI 48307, United States
NUMBER: +1 248-453-5252
DESCRIPTION FROM BUSINESS: Arrowroot Family Office is a fiduciary, fee‑only financial planning and family office firm based in Rochester Hills, Michigan. We specialize in helping high‑net‑worth individuals, families, and retirees make confident financial decisions through comprehensive, personalized planning…
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My financial advisor is Matthew McEwen. He provides services to my family, and we all love him. He has become a significant part of our family. – Irven Kearney
REVIEW #2 – Two years ago Arrowroot was recommended to me by a trusted friend, and I’m so grateful for her suggestion. Dan Casey is generous with his time, trustworthy, kind, and clear. I couldn’t ask for a better adviser regarding my investments. – Melodie Monahan
REVIEW #3 – Diane Young has been my financial planner for a number of years. This has been a much better experience than previous advisors. She has helped me with a number of out-of-the-box situations. She also gives me regular written & in person updates. Thank you Diane & Arrowroot. – Candace Harris
REVIEW #4 – I highly recommend Diane Young as a true financial professional. She is knowledgeable, experienced and absolutely aligns to helping you achieve your personal goals with a strategy that meets you where you are, but grows you to where you want to be. The tools and resources provided by the firm are cutting edge. The service is stellar. – Lisa Samerdyke
REVIEW #5 – Arrowroot has done a great job managing our portfolio. I highly recommend Arrowroot for your financial management needs. – Bruce
REVIEW #6 – I have worked with Diane and her team for several years now and it’s been a great experience. They take time and give every client personal attention. Highly recommend taking time to meet and work with Diane and her team! – Mark Blaz
REVIEW #7 – Professional, timely and result driven. Diane, Dan and the entire team will take the time to walk you through your options to obtain your financial goals. They work in earnest no matter the value of your assets. – Marie Mangus
REVIEW #8 – I really appreciate the individual concern for my financial accounts. My last financial planner was nowhere near as involved as these people are. Thank you! – Karen R
REVIEW #9 – Terrific folks. They really knew their stuff. – Yvonne Kniaz
REVIEW #10 – Wonderful, caring individuals who work closely with you to ensure your financial goals are being met and your investment grows! – Laura Leblanc
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