Client Testimonials

"Just want to say Thank You.  You have been an incredible resource in our always 'ninth hour.'"  Theresa Dudzinski, Oakland Management Services, Inc.

"When we started our company five years ago, we knew we needed guidance on pension and tax-deferment strategies.  Jackie and Brian from Freedman Benefits Group have been indispensible partners to us.  They are creative, responsive and protective.  As we are also in a professional services industry, I hope our clients feel we add as much value as I know Jackie and Brian do."  Rob Moroni, Managing Principal, Moroni Fantin, LLC

"The biggest problem with 401(k) plans is they are sold without a consultative approach, which includes careful consideration for company objectives, demographics and strong service orientation.
Not so with FBG.  When we left an investment provider in favor of a TPA, specifically FBG to administer our plan some 10 years ago, FBG introduced us to various opportunities in design and investment platform providers.  Over the years they have continued to evolve as new technology developed, as new qualifed retirement plan law was enacted or the old repealed and as the marketplace introduced new products and services.  Their talent and skill lie in the design, administration, compliance, and testing services.  They have demonstrated an uncanny ability to see the "big picture" that has been, and continues to be, instrumental in meeting our organization objectives and employee needs.  Our experience is that their recommendations are in the customers' best interest rather than in theirs.  Their hard work and extraordinary service orientation is second to none, always going the extra mile for their clients, and always ahead of the design and compliance game."  Marilyn Elliott, GroupeSTAHL

"I wish to thank your entire team for all the fine service and consideration shown to me through the years on my Defined Benefit Pension Plan and Profit Sharing Plan - it has been a pleasure to work with such dedicated professionals."  Mark Shaevsky, Owner, Mark Shaevsky & Associates, LLC

CPA Testimonial

Needless to say, you have been true and helpful friends and we will treasure your friendship for ever and will proudly recommend your name to any of our friends looking for professional actuarial help.  Khawaja M. Ikram, Certified Public Accountant, Jackson, Mich

Investment Advisor Testimonial

My experience with FBG has been very positive.  FBG has been easy to work with.  They have designed a creative program that allocated a substantial sum to my client, with minimal cost to his employees.  FBG can work with any investment platform, but they can be particularly helpful when they are approved TPAs for the product you are using.  FBG is very supportive of the investment professional.  They were never a competitive threat.  Our mutual clients really enjoy the fact FBG is local and can always get someone on the phone.  I have used them in the past and will continue to use them in the future.  Richard S. Bone, Bone Asset Management, Bloomfield Hills, Mich
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