Fidelity Investments - Troy (MI)

Carl S I would highly recommend this company.

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

Kay Harris I absolutely loved working with Dorethia Kelly! She knows her stuff and does a great job of helping you understand the financial information and lessons, why you need to change and HOW to implement the changes needed. All the information in the world doesnt mean anything if you don’t know how to apply it to your situation and benefit from it. For me, Dorethia did a good job of giving the information and making it applicable. She is very down-to-earth, and transparent which makes her relatable. Dorethia was very encouraging even during the hard conversations, which was so helpful and appreciated. I’m thankful to Dorethia for giving me the tools and the encouragement to help me on my financial journey, and even though Im not quite there yet, because of working with her and participating in her *MoneyChat Masterclass, I now know where I want to be and what I need to do to get there. Working with Dorethia was a great investment in myself and my financial future and I highly recommend her for anyone that needs coaching or help with their finances or their business.

Andrea Wallace Came into the branch to initiation a wire transaction for the first time. Corey was extremely patient and helpful walking me through the process for the first time. Great experience and made banking easy.

Becky Barrett Small businesses can greatly benefit from the help Rivertown Finance has to offer with accounting and payroll. Give them a call today!

Erin Schumacher Working with Credibly was a smooth and efficient experience! Tyler Nissen, our advisor, was absolutely fantastic. From start to finish, he guided us through every step of the process with professionalism and clarity. Not only was the funding fast, but Tyler made sure we understood everything along the way. Highly recommend working with Credibly and especially with Tyler—he made the entire process easy and stress-free!

Rick Hoffman Retirement is a very scary thing to do these days. My Husband and myself meet Charles and David Bartman at one of the many summaries we went to. We were on the hunt to find a good financial advisor. We choice the Senior Financial Center because David Batman was very knowledgeable about investments and how to make our money grow. We have meet with David several times and we already feel welcomed by everyone in his office (they are polite- friendly). We trust the Senior Financial Center with our retirement investments. You will not be disappointed if you choice David Bartman, you can retire knowing they have your back.