Keywords: Financial community financial credit union mi 48170

Community Financial Credit Union - Plymouth (MI)

Address: 🏡 500 S Harvey St, Plymouth, MI 48170, USA
Phone : +1 (877) 937-2328
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJP_QaStKsJIgRBvGw88N4l-o
#Michigan

Edward Jones - Financial Advisor: Kevin M Spencer, AAMS® - Midland

Roger Thornton I have had the privilege to get to know Kevin Spencer over the past couple of years. Keven is a true professional, he clearly knows his craft, he is a teacher at heart always helping and educating people. If you have not sat down with someone to help you plan your financial future, I would recommend give Kevin a call and let him help you reach your dreams and goals.
5 /5

Financial & Portfolio Advisors, Ltd. - Livonia

Bill Joyner Knowledgeable and very open about how and why they are making recommendations. Appreciate their unique perspective. Would recommend them to others.
5 /5

Service 1 Federal Credit Union - Muskegon

Joshua Elema I want to start by saying that Tracy, the loan officer, is absolutely my favorite—she’s an incredible person! She consistently goes above and beyond to meet my needs with loans, car sales, and more. Her hard work and dedication shine through in everything she does. Tracy’s exceptional treatment of me and other customers is truly remarkable, and I won’t work with anyone else after experiencing her service. Her passion and kindness are inspiring, and I admire her for it. I’ll keep doing business with Service One because of Tracy’s outstanding customer service. Thank you, Tracy!
5 /5

Aquest Wealth Strategies - Rochester

jylnelle fearson I had an amazing experience from start to finish! From the moment I walked in, the staff was incredibly welcoming and attentive. They took the time to understand exactly what I needed and went above and beyond to make sure I was happy with the service. What really stood out to me was how personalized everything felt — I wasn’t just another customer, they truly cared about making my experience a great one. I left feeling completely satisfied and appreciated. Highly recommend to anyone looking for top-notch service with a personal touch!
5 /5
wells fargo advisors mi 49546

Wells Fargo Advisors - Grand Rapids

bly bylsma We appreciate the sound advice from our advisor. She gave advice that was molded to my desires and level of risk. No pressure and regular attentive communication.
5 /5

Block Advisors - Rochester Hills

Rabia Toor If I could give more than 5 stars, I would! Farnaz Khan is such a pleasant, sweet and knowledgeable person. She saw how flustered I was with some of my tax returns and was so kind and patient in helping me understand the process. Her goal was to make sure I understood where and how my income was being taxed and I walked away with a solid (albeit basic) amount of knowleg. I would 100 percent I recommend them!
5 /5

Flagstar Bank - Sterling Heights

Tammam Sagman This Flagstar branch is one of the best branches I had ever visited. Everyone there was super friendly, and they all had a smile on their faces. Delon was exceptionally an outstanding, helpful, and genuine person who was so happy to assist me and guide me in making the right decisions. I would recommend this branch, and Delon, especially for anyone who is trying to visit this location and open a new account there. Best Regards.
5 /5

Bespoke Financial Planning LLC - Wayne

Mary Jo Boruta I am very impressed with Bespoke Financial Planning. John has helped us define our financial goals and given us tangible ways to achieve these goals. He is organized and detail oriented. I also appreciate that he is able and willing to explain relatively complex issues to me in a way that I feel comfortable with the various strategies.
5 /5

Clear Financial Advisors - Livonia

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.
1 /5