CPR Investments Inc - Rochester (MI)

barbara evanoff Upon the death of my Dad, his accounts were distributed according to his wishes. When my account was set up, with NO ATM card. My then husband checked my mail, found a Debit Card, set it up, And withdrew $4,500!! The account manager called and asked about the withdrawals, and I reminded her, that theres no ATM card! She reviewed my original application and agreed. No ATM and was to have started an investigation. Nothing was done,its been 17 years. No investigation, but Ive been told during the first 3 years that Raymond and James Corporate was going to start it. Their fees are outrageous! Ive not spoken to an agent within the last couple of years...

Carrie Curnow After moving, my husband and I both thought the other had paid our life insurance premium, and unfortunately, my contract had lapsed. Brian was a tremendous help in finding a new carrier that provided the coverage we needed at a reasonable price. Despite having some health issues, I thought it would be impossible to get coverage again, but Brian was incredibly knowledgeable and patient throughout the entire process. He explained everything clearly at each step, without any high-pressure sales tactics, and acted as a true consultant, answering all of our questions and making the best recommendations. We couldn’t be happier with the outcome. Thank you, Brian, for your exceptional service!

Ian Phillips The absolute best customer service of any branch Ive ever visited! Been a PNC (National City) customer for 18 years. Have been inside numerous times and have always had a positive experience. Knowledgeable, efficient and personable staff.

Pal Saini Very Helping. Best insurance rate. Profeaaional. Highly recommended.

Marilyn Wootton Stopped at this DFCU location to pick up my DFCU calendar for 2025. The staff was pleasant and helpful. Ive been with DFCU since 1978 and have no plans to change my banking.

Mark Wilson Very intelligent and Down-to-earth person

James Peacock My financial advisor joined Mosaic Wealth Management a number of years ago. Ive been with him for about 13 years. Hes been such a great help for myself and wife. The whole staff at Mosaic Wealth Management are very friendly from the time you open the door till the time you leave. Ill leave my financial advisors name here, so if you are interested in a visit to see him or another advisor, Id highly recommend it. My advisors name is, Jonathan Hayes. So if you are in the process of using a financial management service, check out Mosaic Wealth Management, you wont be disappointed.

KALLAY YANG Want to give BIG Thank to DELON SHABO Assistant Branch Manager he goes beyond to help me everytime I come into Mound Branch. Give A BIG Thumb Up! Keep up the great work