True Wealth Retirement Partners - Wyoming (MI)

5 /5 William Boyd: Before working with Jordan at True Wealth, I really struggled with knowing if my money will last. After working with him and his sophisticated tools and guidance, I feel confident in my current and future spending rates. Jordan also helped me determine my estimated quarterly tax payments with much greater accuracy and all at a significant cost savings to me.

5 /5 Melissa Leaman: My husband and I have been working with Jordan for a while now, and I can confidently say that his ability to listen and manage our investments has been exceptional. From the very beginning, Jordan took the time to understand our goals and concerns, ensuring that every decision was aligned with our needs. He listens attentively, asks thoughtful questions to clarify, and makes us feel hurt and valued. He is meticulously organized and provides clear explanation of the strategies he is using. I highly recommend his services to anyone.

5 /5 Nathan Leaman: Jordan and True Wealth Retirement Partners made the process of moving our accounts and setting up with them very easy. He offers a concierge service that is missing from a lot of other firms. They were also great at answering questions along the way. Highly recommend!