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“Working with The Ferris Financial Group has been nothing short of amazing! I especially love the feel of personalization and customer centric approach they take with me as a client. No matter what question I have whether it be an article I see, changes in the market, or life changes, they ensure to dedicate time to communicate quickly and share helpful advice! My favorite part of this group is the newsletter which gives insights into market shifts, current event impacts, and common topics to consider like choosing your medical plan! I couldn’t recommend a better group to work with no matter what stage in life you are in today.”
“Love this bank! Everyone is so friendly and helpful. I have had an incredible experience with every visit for years!! Excellent customer service with a personal touch!!”
Investing
Investing
Investing
“I attended a free session hosted by Mike from Milestone, and was impressed with his knowledge, professionalism and easy going style. This led to two follow-up lab sessions (one remote, and one in person) where I was thoroughly impressed by the detail, candor, creativity and insights Mike was able to provide in his no-pressure approach.”