Downriver Community Federal Credit Union - Ecorse (MI)

sam gray Had a truly wonderful experience here. Megan is so helpful and always so nice. Shes a very valuable asset to the credit union. Thank you for being so kind.

Brian Ferrick Great!

E E I have had an awesome experience with Peter S at Morgan Stanley, in Rochester, MI. He is a Financial Advisor but works in another capacity to support teams. In short my skill set is not finance and after almost 4 decades of marriage to someone that was skilled in money, I was a bit lost. Peter always answered my questions kindly and without judgement. He made the transition of my spouse handling all finances to my handling the finances easier. Amanda H, my Financial Advisor, also assisted in an important transaction that would have failed without her immediate assistances. I can pay all Charge Card bills in the Morgan Stanley website. I was Blessed by their help and education.

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.

Chad Heeter I have worked with Mark Drake for the past year or so and I couldnt be happier. Mark is a great guy that took time to explain everything investment related to me in a really helpful way. If you are seeking a financial advisor to make your money work for you, give them a call, they have been awesome to work with.