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EFE FINANCIAL & TAX SERVICE LLC - Kalamazoo (MI)

Address: 🏡 2107 E Main St, Kalamazoo, MI 49048, USA
Phone : +1 (269) 491-1429
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJSUlx-WidF4gRdGel7bj6RHo
#Michigan

Edelman Financial Engines - Troy

mike Excellent Financial advisors. Been a client for years
5 /5

Campbell Retirement Planning Centers, Inc. - Waterford Township

charles laich Dean and Gina are awesome ! My wife and I count on Campbell Retirement Planning for ALL our financial needs. Their updates and newsletters keep us in the know. Dean has many years of experience. Gina is always ready to help us, and they are a great Team!.We highly recommend their services to ALL our friends and family. Dean is well connected to the community and services available for the retired. They helped up set up a plan for our grand childrens education and future. We are not financial wizards, but its reassuring to have Campbell Retirement Planning in our corner!
5 /5

Bank of America (with Drive-thru ATM) - Westland

Jean Edson Charles Its been a few months since I went to the bank, I never had the chance to comment, I liked the service they gave me, they really helped me, especially Akkari, shes very knowledgeable she has a lot of patience and is really understandable I advise everyone to go there, you will get good services
5 /5

Total Financial Management 517 - Lansing

Bianca Wierman Ebony has been my tax girl for years.. she’s amazing and I’m never stressed about any of the process.I would refer her to everyone I know.. Thank you for being the best.
5 /5

Charles Schwab - Troy

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.
1 /5