Edward Jones - Financial Advisor: Brian J Schuessler - Livonia (MI)

William Barnett Ive been a client of Bloom for 10 years. I was impressed the first time I met with them and will continue to do business. I also feel secure how they have structured my investments. Jack listens to my questions and concerns and displays a calm demeanor explaining my his answers.

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.

Mz. Cash Was waiting to use the atm at this location because the outside location was not accepting cash. As I proceed to walk in I was met by a young lady who asked me if I could give her 2 minutes because her co- worker some tall Caucasian women had to come in so they could open up. I’m leaving this review at 8:58, I was at the location at approximately 8:30ish this would not have been a problem had I not exited my car before the “coworker” did to enter the bank. Very unprofessional and nasty.

Alan Olweean The preparer has been nothing but professional all the time I have been using her. Friendly and very knowledgeable. Confidence is what I am most impressed about Pam.

Cali Cal Great experience. Very professional agent that assisted me.

C Drake Tyler helped me and my husband open up our accounts. He was awesome very informative and left no stone unturned to all the available Perks to Being a member. Any continues to keep in contact to make sure everything is up to date and going well. Never had that with any other bank or Credit Union. Its nice to know that they actually care enough to send you an email to see how youre doing. Im so glad I joined this Credit Union I just wish I would have done it sooner.

Mark Ebben Excellent PERSONAL financial planning!

Praveen Kumar Chris is great! He helped understand the policies and picked the best options