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Cvetkovski Financial LLC - Shelby Township (MI)

Address: 🏡 49136 Van Dyke Ave, Shelby Township, MI 48317, USA
Phone : +1 (586) 477-4983
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJMTH51XjnJIgRfIo5fqZN57M
#Michigan
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Moneywise Income Tax - Wyoming

Luc Pappy Yeri and Cynthia were awesome to work with!! they helped me out so much.
5 /5

Plan 4 Financial Design - Kalamazoo

Barry W We have been investing with Plan 4 Financial for 13 years. Whether it was Dennis, Jeff, or more recently, Nikki and Dan, our experiences have always been positive with exceptional results. We were especially impressed with Nikki and Dan because of their knowledge and understanding of the business and their pragmatic approach to our personal needs. We have the utmost confidence in them both. We feel that the day we walked into Plan 4 Financial, the stars were certainly aligned in our favor.
5 /5

Howard L. Margolis, AIF CTFA - Southfield

G Gao Howard is passionate, thorough and meticulous, it shows through his work and character. I had few financial advisors, it was day and night when I do the comparison, to me he went above and beyond in creating a plans, goals and options with detailed explanations, but to him it’s just part of his job. I felt really neglected with my previous advisor, like I was a plug a play into their system, nothing feels tailored or planned for my specific situation. Howard is completely the opposite, I feel safe and secure with him handling my investment, it was eye-opening.
5 /5

People Driven Credit Union - Warren

Kaylajoy Yaek I’m genuinely excited to see this credit union continue to grow across Michigan! Every interaction I’ve had from the tellers to the bankers has been nothing but positive. I’ve had the pleasure of working with Julia Kaiser on several occasions, and she’s been an incredible resource for all of my questions. Honestly, I don’t think most people say this… but I’m actually looking forward to my next loan just so I can work with PDCU!
5 /5

Financial Architects, Inc. - Farmington Hills

Karyn Haas Financial Architects is a very reputable and successful wealth management company. I selected them to manage my financial portfolio over 15 years ago and have been very satisfied. Chris Cousins has a strong level of integrity and all of his employees work closely with their clients to understand their needs. Both Chris and Cliff Robison has worked closely with me to help me achieve many dreams. I highly recommend this company.
5 /5