Complete Capital Services Inc - St Clair Shores (MI)

Vinzon Lee I love this branch! Everyone so friendly.

Kathryn Westcott Great people to work with. They have made our retirement so easy. They take the time to explain things so we see our plan

Rosemind Taber Great tax service! He is efficient and super polite/professional.

Virginia Lauder Very goid and professional. My CFP takes the time to get to know you, what your financial goals are, how you are progressing towards goals, and go as recommendations to achieve these.

Sandra Gutenkunst If you are looking for individualized, personalized, and customized service in the areas of retirement planning and preservation (including advanced tax planning), Asset Preservation Tax and Retirement Services delivers exactly this. Above all else, this is a company owned and managed by a financial advisor who puts his clients interests above his own gains. I have made multiple mistakes falling for falsely declared fiduciary sales pitches over the past several years. Fortunately, after attending a highly informative retirement seminar in Sterling Heights, MI, I was able to connect with the "team" and after a few meetings, I decided on the financial advisor best suited to guide me forward. I trust Justin Carlson and his team without reservation; the fact that my daughter and son-in-law who are positioned in D.C. became his clients as a result of my personal recommendation speaks volumes to the trust and faith I put in this fine individual and his team of financial advisors.

Shahid Hussain I have been banking here a long time and always appreciated this location. Recently, I had a few issues on my accounts and Ann was very supportive on resolving my issues. She took the time to alleviate my concerns and called back to make sure everything was correct. Thank you to Ann!

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