Keystone Financial Services LLC - Rochester (MI)

Rabia Toor If I could give more than 5 stars, I would! Farnaz Khan is such a pleasant, sweet and knowledgeable person. She saw how flustered I was with some of my tax returns and was so kind and patient in helping me understand the process. Her goal was to make sure I understood where and how my income was being taxed and I walked away with a solid (albeit basic) amount of knowleg. I would 100 percent I recommend them!

L T Tanya Hoffman was ABSOLUTELY FANTASTIC in helping me out with a car loan and line of credit recently! She went above and beyond to make sure all of the proper paperwork was taken care of, doing a lot of it herself even. This process was such a breeze and so very simple with Tanya at the reins! Genisys has always been great with all of my banking needs, and no wonder with such employees behind their operations! Could not recommend them, and specifically Tanya Hoffman, more!!!!

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!!

Jeremy Rowland Mike is really professional, gives good direction explaining the advantages and disadvantages of the various investment opportunities. Highly recommended!

JIAYI HUANG Twyla was a lifesaver in helping my elderly parents through an unfortunate event. She was professional, knowledgeable, acted with urgency and compassion. Thank you for resolving their concerns. I know they will sleep better tonight! Really appreciated you and everyone at the branch today!

Gail Straughen Very professional and has done an excellent job with our portfolio. Friendly staff!