Lakeshore Financial Planning - St Clair Shores (MI)

Allan Professional services and friendly support staff. Ken is responsive and attentive to individualized financial planning. Highly recommend Summit Financial.

barb janes Consolidated Financial Management and Tax Services have been doing our taxes for a few years. DFM offers an excellent Service at a fair price. Timo is very knowledgeable, intelligent, and professional. He had great advice and answered some very difficult questions in relation to our business. I will continue to use his services and will recommend him to anyone needed tax services!

Matt Poniatowski I have been working with Bank Of America online chat and phone support to resolve an issue that was resulting in unnecessary and unwarranted account management fees for almost a year. They were unable to solve and it was incredible frustrating. I decided to go into the N Rochester Road branch and within minutes of speaking to Linda George and Iris Cifliku we had the problem solved. They were empathetic and took action right away. Thank you so much Linda and Iris!

Mia Tylia I’ve had a great experience so far! Working with Luke, he’s helped my spouse and I create financial goals and set a plan for us. We haven’t used their tax services yet.

Bobby Goforth I just want to give the recommendation that Mason and Anthony deserve, they were both Courteous and accommodating. They found the best rate on my equity loan and it was a pleasyre doing business with them. I would recommend seeing how they can help you get a loan or mortgage that fits your needs.My experience was very positive and fulfilling, it did not take that long either.