Keywords: Financial heritage wealth partners ubs financial services inc mi

Heritage Wealth Partners - UBS Financial Services Inc. - Detroit (MI)

Address: 🏡 1217 Woodward Ave #1201, Detroit, MI 48226, USA
Website: https://advisors.ubs.com
Phone : +1 (313) 426-3952
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJN5M00uMtO4gRPSERt9LGurw
#Michigan

Fidelity Investments - Troy

calvin P Ted Drussel took the time to help me get my account ready for tax time. Everyone could not have been nicer. The wait time was minimal & the parking garage was convenient.
5 /5

Sammy Amine - Financial Advisor, Ameriprise Financial Services, LLC - Dearborn

Chris Essak Sammy Amine is an outstanding financial advisor. He truly cares about his clients, explains everything clearly, and always gives practical, well-researched advice. He also speaks Arabic, which made the process much easier and more personal for my family. Highly recommend him to anyone looking for a trustworthy and knowledgeable advisor
5 /5

Ann Arbor Group - Thrivent Financial - Ann Arbor

Jennifer Muller Excellent service. Been with them for many years. Cathy is a terrific advisor..
5 /5

GLP Financial Group - Grand Rapids

Tony Norkus I have worked with Dave Sawinski for many years. He is honest and trustworthy and I value his wise advice. Dave has always looked out for my best interest and I value our relationship highly. I have recently brought my wife and daughter to Dave and he is now managing their accounts as well. Everyone in the office is also great, especially Julie whom I have had the pleasure of working with for many years, too. I highly recommend GLP Services.
5 /5

Great Lakes Mortgage Financial - Sterling Heights - Sterling Heights

Jess Diem Outstanding Experience with Our Loan Officer and Processor! We couldnt be more grateful for the incredible service we received from Taylor and Haley throughout the home loan process. From day one, they were professional, knowledgeable, and genuinely invested in helping us secure the best loan for our needs. Taylor was clear, patient, and always available to answer our questions—no matter how small. They explained every step in a way that made us feel confident and informed, and they worked tirelessly to find the best possible rates and terms. Haley was equally amazing—thorough, responsive, and extremely organized. They made what could have been a stressful process feel seamless. Every document was handled efficiently, and they kept us updated every step of the way. Thanks to both of them, we closed early, without a hitch. Their dedication and expertise turned a daunting experience into a smooth and even enjoyable one. Highly recommend this team to anyone looking for a reliable and supportive lending experience!
5 /5

Azoury Financial - Troy

Donald Covington I switched from another company to Steve and my Money has been moving in the right direction ever since. So far so good.
5 /5
fairhaven financial advisory corporation mi

Fairhaven Financial Advisory Corporation - East Lansing

Richard Schaut Joe and his Professional staff are Awesome! Get to know them and you’ll feel the same.
5 /5

Fifth Third Bank & ATM - Wyoming

David Munoz I think the name of the person that helped me was Rossell. She was a sweetheart helping me with everything I needed today. Ive had problems with this bank before but I feel like I can comfortably bank here now. We even had a nice conversation about New York.
5 /5

Sequoia Trusted Advisors - Shelby Township

Rick Moeller Professional staff and easy to work with.
5 /5