DHS Wealth Management Group of Raymond James - Clinton Township (MI)

Andrew Belock All team members I have interacted with have been polite, friendly, and professional.

321 beyblades Dick

Rebecca Esquivel Working with Valaise at Tried and True has been an entirely positive experience. She is responsive, organized, and helpful as well as warm, friendly, and caring. The combination of live meetings and streamlined tax organizer for submitting documents, asking questions, and sharing information is ideal. Based on my experience, Id highly recommend these services to others.

Bob Suminski We need a couple of items regarding our IRAs addressed and need to speak to a consultant, Jacqueline Tran. We called her directly and left a VM, emailed her directly, called the branch number and no one answered and left a message and sent a message from the branch messenger on the web site and no one will respond. Has the Troy branch closed down? It is irresponsible and disrespectful to your customers to ignore them. We have had four different consultants in the past two years because consultants dont stick around which should have been a clue for us to move on. We are seriously considering moving our funds elsewhere where well get more respect after years of loyalty to Schwab.

Luis I wish I could put 0 stars. Racist staff. I went in last week in hopes of opening an account, gave the man at the front my ID and voter registration, he was looking at my ID all weird as if it was fake, or something then after about 15 minutes I finally get called into the office, the lady started asking me all these questions about where I use to live because the lady said my Michigan ID “has a big dark spot on it” in response I pulled out my military ID and gave it to her and said “well if you think my ID is fake here’s my military ID” and then again, she was looking at it as if it was also fake, I did not like how I was treated when the gentleman who was next to me didn’t even live in Lincoln park but yet they weren’t asking him to confirm 3+ addresses from where he use to live, or being weird with his ID. It’s sad how I served this country just to be treated like this. They must’ve never seen a brown man who served.

Marina B. Nonpareil Financial has done an amazing job helping my fiance and I start our lives off financially. He helped us save money on life insurance, and created an investment plan to help us retire, before we are 55! They were quick and very helpful with everything!