David C Yu - Baughman Capital Management

Pete has proven to be an exceptional partner in providing proactive support and advice in an easily…read moredigestible manner throughout the years. He is quick to respond to our questions and always is on top of everything within the insurance realm. If he doesn't know he always finds out the information requested and has gone above and beyond for us in many ways throughout the past 6+ years working with him. He has also been a great source when we have been in need of connections for services such as windshield replacements or things related to insurance claims and has proven to be well connected to top notch groups that have provided the same level of service as Pete! We highly recommend Pete Staton & Concept Insurance and feel confident you'll be thankful you contacted him when evaluating home and or auto insurance!

Concept Insurance is an outstanding agency that always has your back. We have been clients for 10…read moreyears and they have always been our biggest advocates and gone the extra mile for us, whether helping us with claims or helping us find the best coverage options. Everyone at Concept is very professional and supportive, we've never had any issues communicating with them. We plan to be their clients long-term and always highly recommend them to all our friends and family.

Farmers Insurance - Lynn Thomas-Perry

(1 review)

After years of my AAA rates creeping higher and higher, I shopped around and am so happy with…read moreFarmers. Lynn took personal care for my insurance plans with a thorough review and huge savings from what I had previously. After an hour together, during a busy time, we were almost done and she got a sparkle in her eye, saying "Wait, I just thought of another possible discount!" She ran it through and my policy totals went down by about $100! That is great customer service. If you are victim of rising insurance rates, give Lynn a call and save some money while getting better coverage and quality customer care!

From the owner: Whether you're looking for homeowners insurance, auto insurance, renters insurance, or another…read morekind, I'm here to help you understand the insurance coverage you may want. Serving the Saline, MI area since 2012, I can help you understand your coverage options so you can protect what matters most to you. Stop by in person, reach out online or call to get a free quote today.

Folk Wiedmayer-Uckele Insurance

(1 review)

So much for helping local businesses. Contacted them on 1/2/18 around noon. Got an email back that…read moreday and I gave them all my information. They emailed back that day at 2pm saying they will get my quote soon. Its now 4pm 1/3/18 and still NO quote even after I emailed them today asking where is my quote. UPDATE: FINALLY got a quote today 1/5/18 at 3pm. Took 3 DAYS to get me a quote! All other companies had my quotes in one day or within an hour!!!

From the owner: Folk Insurance Agency, aka Wiedmayer-Uckele Insurance, is your local family owned and operated…read moreinsurance agency serving Saline, Ann Arbor and the surrounding areas of Washtenaw, Lenawee and Monroe counties. We are an independent insurance agency, which means we represent many different companies where we can shop the best rates for you. We welcome you to stop by our office, our insurance family is ready to help your family!

Alan Khalil: Allstate Insurance

(2 reviews)

Awesome agency! They called me to compare what I had with what they have to offer-- great savings…read moreand even better service when I went to the office to sign my paperwork. Staff was very friendly and helpful. I would definitely recommend A&M Agency to all my family and friends for their insurance/retirement needs.

Very pushy. Hung up on me when I told him I didn't want insurance through Allstate. This is after…read morehe cold called me. Stay FAR away.

Hartman Insurance Agency

(2 reviews)

It's now on our FOURTH Year of our claim. As I stated earlier we have insured everything we have…read moreowned and my father "Bill Howard" was best friends with Moose Hartman since the early 70's. The family has had an open door to our cabin on Bois Blanc Island which they happily used every year. Here is a funny side note Al and a group of his friends who use our place were actually there at our place when the tree fell on our house. Not Jill or Al did anything to help me through the process. I had to fight for 10 months to get a partial payment they owed me of $10k! So when I hear people say they are great., I used to say the same thing for 50 years, just hope nothing happens to your home. Here is another short fact. Once we finally got someone from their carrier show up he gave a quote in the $20k's, not knowing anything about construction I had two more builders come out and spent three hours going through things they never even looked at. Their estimate was in the low $90k's. After being passed off by Jill to the carrier and it took months to get them to come up around $60k more. Everything has been a battle since day one to one of their customers who has insured over 5 houses at once and god knows how many cars. The thing that stung the most is I thought we were friends and the way Jill acted was inappropriate and hurtful.

After I left my employer to start my own business I forgot about a significant insurance coverage…read morethat was provided to me as a company benefit. This left a major gap in my coverage, and Jill and her team were quickly able to make sure I was covered and reduced my overall liability.

Susan Rosales - State Farm Insurance Agent

(8 reviews)

Susan and her team are amazing! Over the years we added a few more policies and now have a several…read morepolicies with them. They are professional and at the same time you feel like it's a relationship and not just some automated machine on another end - I can speak to a real, friendly, and responsive person any time! Would recommend them to anyone.

My State Farm agent is the Best of insurance agents. I never thought of an insurance company on a…read morepersonal level prior meeting Mrs Susan Rosales. During our first meeting l had an issue and without hesitation, she solved it. She is fair, honest, trustworthy. Wow!

Wiedmayer Uckele Insurance

(1 review)

Kidman Agency

(8 reviews)

Talking with Stephanie was like talking with a friend. Service was timely, helpful, and thorough…read more She even asked me for a recipe!

The Kidman Agency ( Meemic Insurance ) , has always treated me fairly and have always given me…read moregreat quotes and assisted me in my time of need ! Great company to have representing me .

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Rhys Oliver M.

11 years ago

I recently sent my parents who's approaching retirement to David because they were concerned about their income during retirement. The biggest surprise was that David was able to build a plan for them that included a strategy to maximizing their social security. This was worth so much more than any investment gain they have gotten in their own retirement accounts. They were grateful that they caught this social security strategy in time. Subsequently, they've moved their assets to David. For once I was able to one-up my dad. read more

McCabe A.

12 years ago

David has been extremely helpful in educating me on my financial needs. He"s excellent at pointing out what long term goals need to be addressed. The package of info he presented to me really painted a picture I could understand. Goes out of his way. Recommend highly! He's a really nice guy too. read more

Nana M.

11 years ago

We were dissatisfied with how our funds were going so we moved ours to David. He took time to analyze our current investments and recommend funds that will help grow our retirement. We definitely recommend him!!!! read more

David C Yu - Baughman Capital Management - financialadvising - Updated October 2026

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3.5

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The place is sparkling clean, with gleaming floors. Beverages and candy in a nice lobby area are…read moreoffered to those who have to wait. I came in after 11:00 am on a Friday and had no wait. There was only one gentleman working at the front desk. I came in to renew a debit card which was completed with some amount of steps and question asking. I also came in to apply for a Fidelity credit card. That's where it all kind of went downhill. I won't name names because it's not that important, but the gentleman working at the front desk basically wasn't trained in explaining the credit card at all. He only hesitantly answered my questions based off of his personal experience with the card. Apparently, Fidelity credit cards are done through a third party, even though it has Fidelity branding on it. So I guess none of their employees are trained in how to explain this particular credit card. It's not the end of the world, but in a competing world where I am offered/sold/begged to sign up for credit cards by mail and in banks and retail stores every day, I expected better from Fidelity. I already had my heart sold on the card based off of what I needed the card to do for me and my lifestyle, but I had some gray area questions that needed to be answered by a person who was knowledgeable about the card, not from reading off a website. I expected Fidelity, with its investment advisers and credibility as a banking institution, would be able to explain and answer some relatively simple personal questions about their own credit card. This was important to me, because the other unfortunate thing about this bank was that they have limited business hours. So actually, I had to call off work and come in to ask said questions that were not confidently answered. Fidelity's lack of business hours on the weekend really forced me to do it over the week when I should have been working. So, you can imagine my disappointment when the person at the front desk couldn't really answer my questions, then told me to apply for the credit card online, and not here at the bank. He said I could get a cash bonus offer if I applied online and not through their actual bank. Again, what a disappointment, because I could have just done that myself and not wasted time going into their building in the first place. This by far pales in comparison to when I go to Chase or other banking institutions where I can do EVERYTHING while talking to a human being who can explain and answer every financial query I have, and give recommendations personalized based off of my financial lifestyle. I also appreciate not just having things explained to me, but being able to do it all with one person so that I don't have to go home and do it. Like I mentioned before, this didn't change my decision with Fidelity's credit card because I already did my research before walking into the building itself. But I really feel like I wasted my day. And the service I received was disappointing for something so basic. I mean, the sales people at Kohls are better at explaining their credit cards than Fidelity is! With that being said, i'm not sure if my guy at my counter was getting flustered because a bunch of people came in after me around noon and were waiting. In fact, he never smiled or showed any emotion at all. He answered things to the best of his ability professionally, but I'd recommend Fidelity to better think through their training better. I was dropped like a hot potato when he told me just to go online. I've received way better and helpful service through my other banking institutions. Have we lost the art of human interaction? i=I'm not sure. Seems like this Fidelity branch has.

I am not a financial genius. Not even close. I majored in Psych. I know close to nada about…read moreinvesting strategies. I started out with investing and building my portfolio on the advice of my dad as a young 20-something. I like that I have always been treated as a rational grown up here. They did not talk down to me then when I was younger or now because I am a woman, etc. They did however talk to me simply, explaning everything to me, helping me balance long term investments with other options for shorter goals. Guiding me through the mine field that managing your money can be. All I can say is I have swum in the seas of a brutal economy and feel I emerged better than most. Properly diversified and kept up to date with what actions to take when. They are solid and reliable. I am not a high risk individual and they do not push. They seem to know their investors and are willing to give you every bit of the attention you need, even if you are small potatoes. And yep I am pretty small potatoes.

Academy Mortgage - Ann Arbor

(3 reviews)

@Jerad Kinney at Academy Mortgage was wonderful to work with. Small town service with large…read morecorporation support made me feel I was a customer not a number in the system. The thriftiness of overall process was like no other. This is my third home purchase in my life and Academy stands apart from my previous experiences. First, my loan officer made sure to give me a heads up of all the documents needed to make sure the approval process was more timely and painless. Additionally, the inter-workings of the office staff made sure to be in prompt contact when documents were required. Furthermore, their assistance to suggest correction of outdated documents from my wife and I gave me the piece of mind that nothing would be held and closing would stay on schedule. Nice job Academy! Oh, and your smart phone app is very useful too!

I worked very closely with Stephen Marrs from Academy Mortgage as my mortgage lender agent. Her was…read morevery thorough and took a great amount of time to explain every aspect of my loan costs. He also provided me with different options for loan amounts and helped me make the best choice of my loan amount based on my finances. He was always quick to get back to me regarding any questions or queries I had throughout the process. Being a potential first time home owner, I was not very knowledgeable about the process of home buying, but Stephen was very patient with me throughout the process and explained things to me to the point that I was very satisfied with all his answers, which in turn made me feel very confident about the whole loan application from the beginning to the end. Stephen also followed up with me on closing day to make sure everything went smoothly. I would highly recommend Stephen to anyone who is looking for an agent who is patient, thorough and will walk you through each step of the loan application till approval and more! :)

Weidmayer, Schneider & Raham,

3.0

(2 reviews)

I have used the firm for decades, beginning when I was in Ann Arbor on the faculty at the…read moreUniversity of Michigan, then when I lived in Boston, and then when I moved to Washington, D.C. I first worked with the original Mr. Raham, then with his son, Mike, and now with Paul Roush. All have been terrific in giving me timely and high quality service, even as I have moved several times. They have always earned rave reviews from me. HTE

I went to Milt Weidmayer to do our income taxes for a couple years. One time he was late in…read moregetting them done. He also showed his anger several times for something that was beyond my control. Another time he sent me a bill 1 year late, and should not have charged me for the portion of the meeting where I showed him something on my return that needed to be done over as it was incorrect (and which he didn't correct). I told someone about all this and said Milt should have retired some time ago.

Taxwise CPA

Very friendly, helpful, and professional staff. I definitely recommend Abdul CPA. Great Service!read more

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Patty Dawson is the best financial advisor. She had attention to each detail of my portfolio,…read moregreat advice with easy to understand explanations. Whether you have $5000 or $5 million, she gives her time and experience to your financial and personal goals. Very impressive.

Sam King - Success Mortgage Partners

Highly recommend Sam!:) He's reliable and helpful in increasing credit scores in order to buy your…read moreperfect home!

Liberty Mutual Insurance

3.0

(4 reviews)

Once you sign on with them, customer service plummets! Totally unacceptable, unprofessional and…read moredisrespectful. In our case, we have auto insurance and have been kicked to the curb after purchasing. Avoid these bad actors!!!

I've had them for 10 years. This year, they decided to increase my premium from $3,200 to $5,300…read morewithout my consent. They took it from my escrow, and I didn't notice until my mortgage company notified me 6 months later. All other quotes for even better coverage have been under $2,500. My new policy is $2,000 with better coverage. This company just took advantage of me, and there's nothing I can do about it. It should be illegal.

Ijara Community Development