ELE Wealth Management - Southfield (MI)

Vivian Buhler I enjoy working with Williams & Company, my representative explains everything so I understand it. I am very satisfied with my service. My investments are doing well.

Susan key Jon Russell takes time to explain financial tools and plan for a successful retirement.

Charlotte Payne Lester Heddle and Cindy Mayer are in perfect harmony as a team. Theyve been my brokers for several years, and I hope they will continue to be for several more

Stacey Journell Informative, professional, and the owner is super sweet!! Highly recommend!!

Hallie J Rachael and Moises were knowledgeable, responsive, and efficient in helping me refinance my car payment and open new accounts. They helped me take advantage of branch promotions and made my transaction as easy as reviewing and signing documents. Ive been a customer since 2018 and continue to be highly satisfied with the products and services.

Geraldine Wilson On 6/2/23 I contacted CFCU’s main number and I spoke with your Customer Service Representative by the name of ‘Jose’. Jose was polite, helpful and took the time to address my questions and provide me with clear answers. It was a pleasure speaking with a representative who still understands the importance of “customer service”. Jose is a prime example of why members like me, love Chief Financial Credit Union! Thank you Jose for being so kind and such a pleasure to speak with.

Sharon Weathers They were fast friendly and professional. Was glad to work with them in my time of needing help.

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.