KPMG - Detroit (MI)

E E I have had an awesome experience with Peter S at Morgan Stanley, in Rochester, MI. He is a Financial Advisor but works in another capacity to support teams. In short my skill set is not finance and after almost 4 decades of marriage to someone that was skilled in money, I was a bit lost. Peter always answered my questions kindly and without judgement. He made the transition of my spouse handling all finances to my handling the finances easier. Amanda H, my Financial Advisor, also assisted in an important transaction that would have failed without her immediate assistances. I can pay all Charge Card bills in the Morgan Stanley website. I was Blessed by their help and education.

Laura Ozuna My experience with MainStreet Financial has been completely positive. Joe, Nancy, and the rest of the staff have taken a lot of time to explain options to me as I have begun my retirement. They have done well to navigate the difficult financial situations we currently face and remind me when I need to take action on my accounts. Highly recommended.

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!!

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.

Alaina Zhang I had a great experience working with Rich on securing my disability insurance. He was knowledgeable, responsive, and had my best interests in mind. He took the time to explain every detail clearly, answered all my (many!) questions with patience, and helped me feel confident with choosing the right policy that covered all my needs. I highly recommend Rich to any medical professional looking for trustworthy disability insurance guidance!

Deborah Petersen Sara in Muskegon is my go to in a pinch. Does things the right way and accommodates me.

Grae Smild Jim is a passionate advisor. His years of experience in the industry shows with his wisdom and excelling performance. Thank you for your kind, caring, professional knowledge, it’s promising to know someone to trust with my funds and investments.