Asset Preservation Tax and Retirement Services - Sterling Heights (MI)

Cindy Lalor I spoke to an escalation team concerning my accumulated interest and they were so rude. I purchase some furniture through bobs furniture and they never told me that I was on a promotion period. I started paying more than I should to avoid the interest and they started using my payment to put towards another purchase before the 1st payment was completed. Then told me a bold lie and said I owe 520 dollars towards the first payment however it was only 300 dollars I owed. I ask to pay that amount to remove the 366 dollars interest they agreed and told me to pay it by nov 17th however they send me out the letter on the 26th of nov and the date they gave me to pay it off already passed. They told me they couldn’t help me and basically called me a liar. They keep adding interest even though I’m paying the amount due each month I need corporate to intervene, I need someone above the escalation team they are rude !

Gary Parmentier George and Krista are awesome. They are soooo helpful . Donna and I think theyre caring and we trust them with all our possessions.

Chuck Saltmarche I’ve been coming here for years and Gabe always takes care of me. Highly recommend… They’re straightforward and honest and will answer any questions you have. A+.

Pam Kerr Weve been working with FCM for 5+ years. We really appreciate their personal service. They listen to us and help us to manage our finances in accordance with our values!

Christine Fecteau Great financial advice and planning!

Paul Durkee Great people!! I sought out help from Mike and Jeff nearly 20 years ago as I was in the planning stages of retirement. They met with me numerous times to evaluate my financial position and needs for the future. The ability to match products to my tolerances combined with their detail oriented personal style put me at ease with my decisions. After many years of retirement- I continue to feel secure. Knowledgeable and trustworthy individuals!!!!!!

Becca Flores So delighted we went to this office to meet an advisor via zoom and in person! We worked with Ted Campbell who kindly shared his extensive experience and spent considerable time with us. I’ve been with Fidelity for years and l still learned so much! Ted is truly a valuable resource for anyone who is trying to leverage all Fidelity has to offer its clients. I recommend to anyone who is considering a new advisor to visit this location and ask for Ted!!

Bonnie DuPrey My experience has always been positive. All my questions are answered and if I have questions at a later date I dont hesitate to call and Im always taken care of. Very pleasant people to work with and are there if you need them. Theyre the best!!

Pamela shephard My husband and I have been with Provident Investment Management for over 15 years. I was lucky to have joined a national non-profit educational organization, BetterInvesting.org., in approximately 2001. This organization operated as the headquarters for Investment Clubs throughout the United States and were an extraordinary resource/sponsor/educator for investment club members like myself that were determined to demystify and learn how to prudently and wisely invest our money. Each club met on a regular basis and established a club portfolio. It was through my membership in BetterInvesting.org. that I learned of Provident Investment Management (although then operating under a different name). One of the legendary founders of BetterInvesting.org had later gone on to establish Provident Investment Management. Based on research and all I had learned from active membership in Better Investment clubs, conferences, study and recommendations, after retirement, my husband and I decided to turn our investments and money over (for us a monumental decision) to Provident Investment Management. We did so because we decided their investment history and longitudinal RESULTS, their philosophy for investment, their deep-dive research, their personal attention to their clients portfolios, their stellar integrity and qualifications, and the small fee they charged for managing our investments, far exceeded any other companys resume and interviews we had undertaken. This financial decision has proven to be the best decision we have made over our lifetimes. Their investment results have far exceeded our expectations and any we could have made for ourselves. Their stock investments have resulted in a long, safe, satisfying and quality retirement. I would recommend this company to anyone that is interested in seeing their investments grow and prosper. The company is simply extraordinary.