Keywords: Financial kindred financial partners of raymond james mi

Kindred Financial Partners of Raymond James - Portage (MI)

Address: 🏡 7995 Moorsbridge Rd, Portage, MI 49024, USA
Website: http://www.kindredfinancialpartners.com
Phone : +1 (269) 775-3163
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ-RNNaECdF4gRRYcHUmde774
#Michigan

Hantz Financial Services - Midland, Michigan - Midland

Diezel Kuchar Great people to work with. I have over 3 accounts here and they take care of everything for me from my employees retirement to my banking and insurance.
5 /5

Hundred Financial Planning - Grand Rapids

Zach Wilkinson My family is grateful to have worked with Ryan at Hundred Financial for over one year now. His approach is thoughtful and personal, and it is clear in each meeting that he cares to listen to your values and the direction your family wants to head, all the while helping to course correct and find a better route when needed. You can tell he has a passion both for his clients, but also to never stop learning in his field, which instills confidence that his guidance is trustworthy. He has helped eliminate confusion to give our family financial confidence in the present, as well as an adaptable roadmap for the future. We highly recommend partnering with Hundred Financial!!
5 /5

Costello Financial Planning - Ann Arbor

Von Miller My wife and I have been using Costello Financial Planning for almost 5 years now and have been extremely satisfied with their services. We have a fairly complicated financial life and Rob Costello has been a tremendous help in helping us organize all of the moving parts into a comprehensive financial plan to achieve all of our life goals. His services go way beyond just asset allocation and portfolio management. He is also very knowledgeable about estate planning, insurance needs, saving for college, business planning and retirement planning - and he takes a holistic approach to make sure that all of these areas work together. Rob is extremely friendly, a good communicator, and speaks TO us, not at us, or down to us. He takes the time to thoroughly explain the pros and cons of available options, gives us his recommendations, but allows us to make the final decision. And being a strictly fee-based fiduciary, we can contact him as often as needed and never have to worry about conflicts of interest or being pushed into investments that arent right for us. We highly recommend Costello Financial Planning to anyone looking to get their financial life in order.
5 /5

Stroia Securities Services - Southgate

Orlando Sanmiguel Nick, has been awesome. I met him 8 years ago and I couldn’t be happier with the growth of my Roth IRA since he’s been in charge of it. He’s super down to earth and always answers his phone when I call him. You won’t regret doing business with Stroia Investments.
5 /5

Mercedes-Benz Financial Services - Farmington Hills

Christina Fuhrmann I have had mixed experiences so far. I had to call both the dealership and them a few times just to be able to start payments on my car. Good thing I did, because the payment was due in a matter of days by the time I figured out how to get into my account. Had I waited for them to contact me, I would have been late on my payment. However, the person I spoke with was extremely polite and pleasant and the website is working great now. Very easy to use.
3 /5

James Thorpe - Private Wealth Advisor, Ameriprise Financial Services, LLC - Dearborn

Ron Rajda Proffesionally run and friendly staff. Sam the receptionist is very Polite and cordial. Jim Thorpe gives sound advice and stays on top of whats best to invest in for current and long term .
1 /5