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Edward Jones - Financial Advisor: Ethan M Hoffman, CFP®|CEPA®|AAMS® - Rochester Hills (MI)

Address: 🏡 445 S Livernois Rd Suite 317, Rochester Hills, MI 48307, USA
Phone : +1 (248) 651-0334
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJuf5wx-3pJIgRtfH5USldmyE
#Michigan

BridgeWise Financial Partners - Troy

Shannon B I am planning for my teen’s college years and wanted to find a company who can provide advice and financial knowledge. Working with both Angelina and Paul has been a positive experience. Angelina’s quick responses to my questions, help with the FAFSA forms, and also breaking down the college financial page from each college has been a tremendous help. The meetings with Paul have been eye-opening and helpful and planning for the college future. I would definitely recommend Bridgewise to other families with questions about college finances.
5 /5

Cobblestone Financial Services - Auburn Hills

MrFixIt Claytons follow-up and attention to detail is great. Very knowledgeable about options and not at all pushy. Highly recommended.
5 /5
fidelity investments mi 44244

Fidelity Investments - Novi

Becca Flores So delighted we went to this office to meet an advisor via zoom and in person! We worked with Ted Campbell who kindly shared his extensive experience and spent considerable time with us. I’ve been with Fidelity for years and l still learned so much! Ted is truly a valuable resource for anyone who is trying to leverage all Fidelity has to offer its clients. I recommend to anyone who is considering a new advisor to visit this location and ask for Ted!!
5 /5

Christian Financial Credit Union - Clinton Township

Grace Graham Mallory is an EXCELLENT loan representative to work with. She responds back to emails right away and is always following up to make sure you get everything you need! She helped me with the process smoothly and I would definitely recommended working with her!!
5 /5

Community Choice Credit Union - Muskegon

Sammy Rypstra I have been with Community Choice Credit Union for over 10 years and I cannot recommend them enough! The staff is always so patient and helpful. Recently Jamie at the Western Ave branch helped me with an auto loan and I am so grateful for her kindness excellent and customer service.
5 /5

Family Legacy Wealth Partners - Plymouth

Nick Biskelonis Lindsay has been great to work with. Her knowledge, experience and expertise helps us feel confident in our financial plans. Lindsay is also very kind and genuinely cares about our familys future goals.
5 /5

Wealth Strategies Financial Group - Southfield

Joe Roza My guy Paul Carnahan is amazing. Not only a great guy but also hard working and professional. He actually looks out for my money, to the tune of doubling it in under a year. He’s always a phone call away and we even send financial articles to each other. I’m serious people, can’t make this up....the guy will treat your account like his own. Highly recommended.
5 /5

First State Bank - St Clair Shores

Cj S The smallest kindness makes the biggest impact. Monica Beard made a caring, helpful, impactful difference with my family today under a tight timeline to help us out. We are grateful to this "saucey" professional & her ladies for truly caring about customers, their situation, and for getting it done. Thank you!!! Bank local, you are more than a number.
5 /5

Mark Ivezaj - Financial Advisor, Ameriprise Financial Services, LLC - Troy

Suzana M. Gjekaj I have had the privilege of working with Mark Ivezaj for more than 19 years, and I can confidently say that his expertise and dedication have been instrumental in securing my financial future. From the outset, Mark took the time to understand my unique financial goals and crafted a personalized strategy that has consistently delivered results. His proactive approach, coupled with clear and timely communication, has provided me with peace of mind, knowing that my financial well-being is in capable hands. What truly sets Mark apart is his unwavering commitment to acting in my best interests, no matter where I am serving (active duty military) around the world. He has consistently provided transparent advice, ensuring that I am well-informed and able to make decisions aligned with my long-term & short-term objectives. Over nearly two decades, Mark has not only been a trusted advisor but also a valued partner in my financial journey. His integrity, professionalism, and genuine care for his clients are qualities I deeply appreciate. Its the same reason I’ve referred him to my parents, siblings, and closest friends as their financial consultant. I wholeheartedly recommend Mark Ivezaj to anyone seeking a financial advisor who combines deep expertise with a personal touch. His dedication to his clients success is truly commendable.
5 /5