Advantage Wealth Benefit and Retirement Services LLC - St Clair Shores (MI)

Kenneth Hobbs I truly appreciate Maggies assistance, professionalism and personality!!! Her insight for helping clients is implacable. I definitely recommend using the services at this location. Thank you!

Jess Diem Outstanding Experience with Our Loan Officer and Processor! We couldnt be more grateful for the incredible service we received from Taylor and Haley throughout the home loan process. From day one, they were professional, knowledgeable, and genuinely invested in helping us secure the best loan for our needs. Taylor was clear, patient, and always available to answer our questions—no matter how small. They explained every step in a way that made us feel confident and informed, and they worked tirelessly to find the best possible rates and terms. Haley was equally amazing—thorough, responsive, and extremely organized. They made what could have been a stressful process feel seamless. Every document was handled efficiently, and they kept us updated every step of the way. Thanks to both of them, we closed early, without a hitch. Their dedication and expertise turned a daunting experience into a smooth and even enjoyable one. Highly recommend this team to anyone looking for a reliable and supportive lending experience!

mark russell We have been working with Richard Paul and Assoc. for about 8 years. We have been extremely satisfied with the service we have received. We got some very helpful guidance with our finances as well as Social Security. They have been very responsive to our needs and concerns. We have been working closely with Rich Paul’s son Matt, and has been instrumental in steering us on a great path through our remaining years I would not hesitate to recommend Richard Paul and associates to anyone needing financial guidance.

D W Honest and straight forward! You wont find someone that will work harder for you and your financial well being.

M S The quality of service was excellent, and the rates were far better compared to other exchange services. The company provides extensive documentation and detailed receipts, and is highly professional. I had the pleasure of working with Rawan, she was highly professional and kept in contact throughout the entire process to address any concerns I have. She also made sure the recipient received the amount in full in a timely manner. Highly recommend.

L T Tanya Hoffman was ABSOLUTELY FANTASTIC in helping me out with a car loan and line of credit recently! She went above and beyond to make sure all of the proper paperwork was taken care of, doing a lot of it herself even. This process was such a breeze and so very simple with Tanya at the reins! Genisys has always been great with all of my banking needs, and no wonder with such employees behind their operations! Could not recommend them, and specifically Tanya Hoffman, more!!!!

Kayla Bruce Owner is extremely rude. Not at all professional and becomes erratic over minimal things such as parking. Would not recommend!