Reviews and Testimonials
~I am a retired teacher and widow. I trust TLF Financial Group. I look to them for my financial advice and trust that they will look out for my interests as they are a fiduciary group. I like the idea that I personally don’t have to worry about my investments, as they will do it for me. I like the feeling that both Tony and Michelle are friendly and make their clients feel at home with them. Those are just a few reasons that I recommend TL Financial Group.
Patricia R
The statement was provided by Patricia R., a client, on 05/18/2024. This statement may not represent the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
~TLF has been very helpful not only with navigating investments but also in helping us steer our lives through retirement. They have an organized financial plan that shows us what to expect in the way of wealth and taxes in the future. Their websites allow us to see how our finances are in a quick snapshot as well as allowing us to store important information. This storage of our will, trust, tax and password information will be invaluable for our kids when we pass on. They understand our goals and motivations. This has allowed us to make the best use of our charitable giving. Providing education on a variety of subjects such as cybersecurity has been very informative. We think that legacy planning is one of their unique strengths. Money can change people. Realizing this, TLF shares how to disturbute the inheritance we want to pass down to our kids so as not to spoil them. We are in agreement with TLF that the goal is not just passing on money to the next generation. It’s passing on things like values, character and responsibility so that money is used well and benefits more than just one’s self. After being with four other financial advisors we can say TLF is head and shoulders above the rest.
Keith & Susan Whitehouse
The statement was provided by Keith, a client, on 05/04/2024. This statement may not represent the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
~ TL Financial Group takes the pain out of financial planning. The entire staff is very professional, yet they treat us with kindness and care. We've been using TL Financial Group for over 13 years and are very satisfied with our financial growth. TL Financial Group excels at providing financial care for major life changes as well as end-of-life planning. We use many of their services, including Tax Planning, Medicare/Social Security Planning, Secure Document Storage, as well frequent Economic and Tax Updates.
- Ron M.
*The statement was provided on July 5, 2023, by Ron M, a TL Financial Group client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
~ Dear TL Financial Group Team, I want to thank you all for the excellent gift from Shinola- Detroit, travel alarm clock. It was so very thoughtful of all of you for thinking of me during my retirement. May God Bless you all and keep you safe all the time. Thank you so very much.
- Bob D.
*The statement was provided on July 19, 2023, by Robert D, a TL Financial Group client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
~ What we enjoy most about working with Tony, Erin, Kat, and the rest of the staff at TLF Group is their passion to get "our plan right." They made sure they got ALL of our information and then built a plan thru the Right Capital software that tied everything together for us in one place. Being a numbers guy, it made life simple. We can sign in, and we can see anything we want in our plan with the option to change any variables to see how it impacts us down the line. Having retired early, we had a number of options to create an income stream thru existing non-taxable income, an annuity, two Social Security Plans, 401 (k), and Roths. They laid out the best plan for us that will keep our taxes low but keep our spending flow over the income we expected in retirement.
They relieved a lot of stress of managing all these various accounts by pulling them all together and giving excellent advice on how to activate a plan tailored to our needs. We were worried about making the wrong calls on when and what streams of income to turn on, but now that those worries are gone, we get to spend more time together as a couple, enjoying our life more. We would recommend you invest some time with TLF Group and let them guide you to a stress-free retirement.
- Paul M.
*The statement was provided on June 9, 2023, by Paul M, a TL Financial Group client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
~TL Financial Group, Tony
Thank You for the beautiful clock celebrating my retirement.
I am reflecting on the time working toward retirement and remembering the dedicated members of your team.
Erin and Robin were instrumental in helping me reach my goals. Erin, for good listening ear and sound advice that fit my needs and comfort level. Robin, for her logistic expertise and cheerful greetings.
Every member of your team I have encountered has been friendly, courteous, and helpful.
A heartfelt thank you to you and your wonderful staff.
-Dave T.
*The statement was provided in November 2022 by Dave T who is a client of TL Financial Group. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
~Many thanks to all of you for the beautiful bamboo plant for our 25th wedding anniversary. It is amazing how fast the years go by, even when you are retired. We appreciate the good service you all have given to us through the years.
May God Bless all of you- Jim and Elaine A.
*The statement was provided on 12/20/22 by Elaine and James A, clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
~When I decided to retire from my job of 38+ years I was unsure of how to transition into retirement, so I contacted TL Financial Group to help with this transition. Tony and Kathy were very thorough and supportive throughout the entire planning process for my retirement and put me at ease immediately. They have exceeded my expectations 100% and have given me peace of mind that my retirement years will be secure and enjoyable. I would recommend Tony and his entire staff at TL Financial Group to my family and friends without hesitation based on their knowledge, support and friendliness.
-Karen W.
*The statement was provided on 11/30/23 by Karen W. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
~I am not savvy with finances but with Michelle's help, I have a better understanding now. Would recommend this company highly.
-Karen G.
*The statement was provided on 12/14/23 by Karen G. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
~We are extremely happy and grateful that we have hired TL Financial Group. We literally sleep better at night knowing that someone other than me is looking after our financial interests. The TL financial team is always there for us when we have questions. They respond in a timely fashion and are always respectful and understanding in their responses, regardless of how simplistic our questions may be. Tony and his team make us feel like we're their only customer. Responses are timely and articulated in a way that we can understand. In talking to friends and family members about their respective financial advisors, we are clearly in a better place. We are happy with every aspect of our relationship with TL Financial. As I've told Tony and several members of his staff, my "only" regret is not hiring them sooner.
-Vincent & Linda M.
*The statement was provided on 12/29/23 by Vincent & Linda M., who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
~TL Financial has a goal to take care of clients. It's important to them, and they take responsibility as family. This is why so many of my family are clients. never has a question gone unanswered. They work as a team to collaborate on strategies and ideas to benefit the clients. They give positive input and above all are honest and trustworthy.
-Irene D.
*The statement was provided on 01/24/24 by Irene D., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.