Bay Pointe Financial Management - St Clair (MI)

Elise Landa We used rfm for our taxes the last two years and have been less than pleased. This past year they did not seem to understand the EV tax credit and ensured us that we qualified for it. When we did not get it they resubmitted the exact same documents, charged us several hundred dollars and then we still did not get the credit. When we questioned why we were being billed for this, they lied to us and said they "checked with the dealership" however our car did not come from a dealership... And still charged us extra money for this. We only paid the bill so we would be done with them and can find someone more qualified to do our taxes in the future.

Martin They always treat me good

Marti OBrien Chad Dutcher and the expert staff at NPF Investment Advisors have been just phenomenal. Not only in growing my portfolio and helping me strategize/plan for my future...but also in helping me navigate the unexpected ups and downs of life. Simply put, they really care. Cannot recommend NPF highly enough!

Debra I recently purchased a home. My representative Br. Talha was clear and concise with his instructions, and walked me through each step. He advised upfront on the requirements, what to expect and pushed for closing on our desired date. The customer service if the institution was excellent!!

Mike Sullivan I have been with Great Lakes Wealth for many years, and Dewey and his entire team have consistently done an outstanding job managing my investment account. Their expertise and swift responses ensure I always feel confident in my financial future. The communication is top-notch, and they truly go above and beyond with both their professional service and personal touch. I couldn’t recommend them more highly for anyone seeking a knowledgeable, trustworthy, and responsive wealth management team.

gail vandusen Tom Durocher has been our financial advisor and broker for about 4 years. After my father passed away, I had some money to invest, primarily, to use for my grandchildrens education down the road. I turned to Tom for this task. My charge to him was to treat this money as if it were his grandmothers. He has done just that. Besides doing extremely well with my investment, he has become a confidential adviser and friend to us on many things ex:buy or lease a car, how to help and support my sister who was in financial stress, pay off a car loan or keep making payments, do we need long term-care, and most of all, a calming voice during great stress while we settled 3 messy estates. During that particular time he called us often just because he was concerned. He still calls to check on us and catch up which we really appreciate. Tom is wise beyond his years, and we trust him unconditionally. We feel very fortunate to have had him answer our random call to Merrill Lynch that day! If you out there are looking for an amazing financial agent, Tom is your guy!!

Debra Patrice Although I wasn’t able to qualify for a loan Chay was amazing every step of the way . She was patient and very helpful with explaining the entire process I will be recommending to my family and friends in the area. Her customer service was amazing