Financial Advising in Wyandotte, MI

“If you are looking to find comfortable with someone before you entrust your hard-earned income to a stranger, Brian Teets with Safe Haven Wealth Management truly has settled my insecure heart. He has utterly impressed me. How? To begin, I attended a workshop he held over a year and a half ago where he first shared his knowledge and expertise. I then took him up on a follow up meeting where we began to discuss my financial and life situation, retirement and investment goals. He never once looked at his watch or threatened me with a fee. Today, a year later, we met again to answer more of my personal financial questions of “ what do you think I should do”, “ what would be better” and “what are my options”to guide my thoughts from retirement to investments to roll overs and inheritance as well as suggestions for saving plans for children and future grandchildren. He’s guided me in creating conversions, assured me of things I did not know such as the fact rollovers do not count as contributions to Roths ( which is completely exciting!) again, without looking at his watch or ever asking for a fee. He has built report with me over time and interaction so that when the time comes to actually invest, it is Brian Teets I will be choosing to help guide my financial future. I could never have found this sense of comfort if he had rushed me, made me feel that I was taking his time without compensating him. I truly feel safe and his hands and it is because of the way he has treated me over the last year and a half without compensation. If you are looking for a person who can guide you, give you advice and put no pressure upon you whatsoever. I would highly recommend Brian Teets.”

“I always have a great experience working with Clare and her team! She takes the time to understand my goals and I trust her completely with my finances. Highly recommend.”