Fitzpatrick Financial Services Inc - Waterford Township (MI)

Susan Thomasson Great experience. Very informative and personal.

stacey namel Kirk Ritchie is the best! If you need financial/retirement guidance and/or investments done, hes the man! Professional, kind, and positively exceptional in financial planning and investing.

Jim Walke Zach Toilolo and DFCU made the convoluted process of re-financing quick and easy. Zach was attentive to any change or bump in the process and managed to keep us in the loop while simultaneously smoothing things out for us. He had his eyes on the goal the entire time and treated us with professionalism, warmth and respect. [We even laughed a few times, and not hysterically.] This was a first rodeo for me, so having a loan officer who explained what was happening and then assisted with the execution of each step was a pleasant surprise. I doubt that a big bank would have been able to provide this level of personalized customer service. If you are in the market for a mortgage, I cannot recommend Zach (and DFCU) strongly enough.

Petrina Gonder Excellent Service. Great Customer Service I am so happy I bought my Annuity from Angelique Campbell. Should give her a promotion.

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!!

David Sturdy Paul helped us when we were setting up our retirement investments, life insurance and Mi529 plan. I would highly recommend Paul Knibbe

T Reaum I have been w schwab over 10 yrs..never once have I had any issues. 5 star company...everything online!!