CheckSmart - Pontiac (MI)

Debbie Lynne I met with Peter Glaab III and Kyle Glaab to go over my retirement plan. Although I sometimes feel out of my element when talking about investments, they both made me feel very comfortable and made sure I understood everything we went over. I highly recommend Individual Financial Planning. Like their website says...They treat you like family.

Mark Schick Overall a very bad experience from a greedy advisor who prioritized his interest over that of his clients. Use caution when dealing with Mercer Advisors.

Andrea Wallace Came into the branch to initiation a wire transaction for the first time. Corey was extremely patient and helpful walking me through the process for the first time. Great experience and made banking easy.

Linda Linsea I do not normally make a review but Jill and the rest of the ladies at my branch have gone beyond being helpful and professional. As a business owner for over 50 years I appreciate people who are like me when it comes to perfection. Being correct in all things is the seed to success. Good job people! Special thanks to branch manager Jill Morton.

Kimberly Hooper I inherited an IRA annuity and sought advice from Robert on what to do next. Rather than doing a fee-only service, it was set up for him to be my financial adviser. He encouraged me to move another inherited IRA account, which he also managed. Less than a year later he...quit. Took himself off the accounts. I had asked him in email to explain what was happening in the market because the accounts had been losing money, and rather than give me an explanation, he just quit. I had only met with him a few times, and there werent phone calls, or much email contact, so I know I didnt take up too much of his time. I have no explanation for why a financial adviser would choose to quit rather than answer questions. I would not recommend him, especially since the adviser on the account he encouraged me to move DID answer any questions I had, which is what I thought an adviser was supposed to do.

Anthony Pelley I owed a large sum of money to credit card issuers that would have taken decades to pay them off. I contacted Money Management International to explore ways of bringing down my monthly payments. They negotiated with my creditors to lower or delete the interest rates on the cards. MMI set me up with a payment plan and I paid off all of the credit cards within 4 years. They are a great company .