Atticus Wealth Management

"Over the years, Steve Grogan has been instrumental in providing me with expert financial advice and exceptional service in various areas such as estate planning, investment portfolio, insurance, trust management, and retirement planning. I have found Steve to be incredibly sincere, trustworthy, and committed to helping me achieve my financial goals. His extensive knowledge, attention to detail, and unwavering dedication have been invaluable to me. He has consistently demonstrated an ability to understand my unique financial situation and offer tailored solutions that have helped me to secure my financial future. Furthermore, beyond his professionalism, I have come to consider Steve a true friend. His easy-going and approachable demeanor have made working with him a pleasure. He takes a genuine interest in his clients' lives and is always willing to listen and offer valuable advice when needed. In summary, I wholeheartedly recommend Steve as a wealth manager. He has the expertise, experience, and personal touch that make him exceptional at his job. I have no doubt that he will be an invaluable asset to your financial journey."

"I have been working with Steve for a while now, and I can confidently say that he is the best in the business. His expertise has helped me to achieve my financial goals and secure my future. From the beginning, he took the time to understand my unique situation and provide tailored solutions that align with my objectives. His knowledge of the market and investment strategies is unparalleled, and he always keeps me informed of any changes or updates that may impact my portfolio. I highly recommend Steve to anyone looking for a trustworthy and knowledgeable partner in managing their retirement!"

"If you you want someone that will grow with you as you move into retirement, Steve has the knowledge and expertise to get you to where you need to go."

"Steve has a complete package of tools available to set up and service all of your retirement needs. You can be as involved as you want to be or you can just let Steve handle your accounts. I have known Steve for five years and I would recommend him to anyone who needed help in retirement planning."

"Atticus wealth management is a top notch firm. Steve is a very knowledgeable and analytical manager who will help to make the right investment choices of you live near Shelby Macomb Clinton Township, Sterling Heights, Utica, Rochester, Washington or Troy."