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July 2023 by Tyler Martin
Very professional highly recommend!
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July 2023 by Orsolya Kiss
Mr. Teets provides excellent service. You can tell that he is clearly invested in his clients' best interest. He is patient, dedicated, and very friendly to work with.
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July 2023 by payden arnold
Very good service and very professional in every aspect. Highly recommend to anyone looking!
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June 2023 by David Miller
Great class, after review an meeting was very informative very helpful.
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May 2023 by George Palm
Great guy, really helped me out with planning out my financial future. Heavily recommend!
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May 2023 by Michelle Pereli
Brian is fantastic to work with. He took as much time as we needed to explain everything and offer different plans to secure our financial future. Highly recommended his service.
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March 2023 by Susan Burton
I have 2 financial advisors, and Brian is much more detailed in his explanations while understanding that as a senior I am cautious when it comes to my investments. He is quite a people person as well as very knowledgeable. I would absolutely endorse Brian.
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March 2023 by Duane Wilger
My wife and I took Safe Haven’s “Maximizing Social Security” class at a local Community College in the Spring of 2020. Brian’s presentation was very informative and was presented in a manner that was actually understandable. We followed up with Brian at his office in Wyandotte where we got to know him better and found he actually listened to our concerns about our retiring and helped us build a plan that we could embrace! We previously had been with a wealth management company that thought that our goals should be the same as their goals of making money which they did but, unfortunately they lost it just as quickly which made the thought of retirement a nightmare. Both my wife and I are now retired and feel very grateful that we found a “Safe Haven” with the help of Brian Teets to navigate through our retirement!
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March 2023 by Tom Shaw
Very professional and helpful. Keeps in communication too
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March 2023 by Linda Hodge
My husband and I are nearing retirement. We were anxious, unsure if we were financially prepared for retirement and unfamiliar with the entire process. Brian, at Safe Haven, came highly recommended ... and now we know why.Brian was so very helpful and answered all of our questions. He made us feel at ease and respected. Brian is incredibly professional and clearly takes pride in his work, while remaining very personable.After meeting with Brian, we are now LOOKING FORWARD TO OUR RETIREMENT :) :) with excitement and assurance, knowing we have Brian to help us along the way.We highly recommend Safe Haven Wealth Management!
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March 2023 by Devyn Lansden
Brian is awesome!! Definitely recommend their work!
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February 2023 by Larry Gaynier
5 Years ago, I was concerned about our future retirement income and starting Social Security. I took the "Conservative Retirement Planning" class offered by Brian in 2017. Then my spouse and I met with Brian to review and analyze our finacial situation following the methodolgy taught in class. We wanted to have a steady, maximized retirement income. I wanted to wait till age 70 to start Social Security which would maximize the benefit (32% higher than at FRA). Brian devised a plan to take part of our savings and do two things: 1) buy a short term annuity to cover the gap before taking SS at age 70 and 2) buy a delayed lifetime annuity that started payments when my Social Security started. The plan worked! There were no fees or commissions, other than the small cost of the original class.
