Keywords: Financial legacy wealth partners mi

Legacy Wealth Partners - Ann Arbor (MI)

Address: 🏡 3053 Miller Rd, Ann Arbor, MI 48103, USA
Website: http://www.yourlegacyourfocus.com
Phone : +1 (734) 436-8150
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJvcIsiv6xPIgRJgl0ywISWN0
#Michigan

Imber Wealth Advisors, Inc. - Ann Arbor
LaDonna Bow Billman We moved our investments to Imber Wealth Advisors many years ago and been very happy! Jon Imber and the entire team are responsive and attentive to our accounts, ensuring that our investments align with our personal financial goals. We appreciate their proactive approach in fine-tuning our portfolio. It’s reassuring to know that our investments are in trustworthy hands and being carefully managed at Imber Wealth. We highly recommend their services to anyone looking for knowledgeable and reliable financial advisors.
5 /5

Alliance Catholic Credit Union - Sterling Heights
Store 003 Accu is a great credit union! David and Kathy are great managers. Ms. Lee, Miss. Julia and Haley are great tellers! They are always ready to assist me when I come in. They are always happy to help me with anything I need!
5 /5

MCS Financial Services, Inc. - Detroit
kevin C This comapny is a scam. The phone nimbers dont work and they keep cold calling me about a approved loan I never tried to get.
1 /5

Bank of America (with Drive-thru ATM) - Wyoming
Eric Ruibal I was referred to this specific branch of Bank of America after being with Consumers Credit Union for years to open an account and transfer all my money to Bank of America and close Consumers Credit Union accounts due to the lack of protection towards fraud and my accounts, never been to a bank where they tell you to come back at a later date to open an account with them considering there in the business of money, plus there were 3 workers talking to absolutely no one at the time. Taking my money elsewhere.
1 /5

CG Financial Services - Williamston
John Henighan We use CG Financial to manage our 401k Plan & have been very satisfied with the work – both in the performance of our investment portfolio & rigor of their financial analysis. And, just as importantly, they’ve been EZ for our management team and employees to work with. Often, employees are intimidated by financial jargon or the seeming endless choices for financial investment. CG Financial puts everything in clear, layman’s terms, and then has a hands-on approach to helping plan participants. Whether it’s meeting employees individually to sign them up for the 401k or change their investments, presenting at LorAnn Quarterly meetings, or facilitating engagement or problem resolution with our plan sponsor or 3rd Party administrator, CG Financial has done a fantastic job, and I recommend them highly.
5 /5

1st Choice Financial Services LLC - Grand Rapids
Kristin Clemens As a very small dealership in Ohio, every dollar counts. 1st Choice provides me with very reasonable fees. This helps me make every purchase count! My Territory Manager is top-notch, too - super easy to worth with and very approachable. I love that they do not cookie-cutter my dealership with anyone elses. We are unique people with individual needs, and 1st Choice treats me as a valued customer every time.
5 /5

Golden Financial, L.L.C. - Sterling Heights
Callie Marie Excellent customer service. They helped us when we got behind after our auto accident.
5 /5

Peak Wealth Management, LLC - Plymouth
Tim Hoffman Have met with Peak Wealth Mgmt. three times now as part of their fixed price financial planning process. Thus far my experience has been great. The Peak Team is attentive to my needs, well-prepared for our meetings, courteous and have made solid recommendations. They have provided clarity and strong advice on our financial plan and I look forward to our future meetings with them.
5 /5

Sequoia Financial Group - Troy
Bob F Sequoia (Guns & Hoses) has help me and my wife through a difficult medical time advising us without fees. We feel our team truly added in good faith during this time. We now looked to Sequoia for life time planning including tax advise and we could not be happier. You (Guns &Hoses) members this is where you should be. You should give them a call talk with Matt T. Matt will treat you professionally with respect and is very honest. RcF
5 /5

Boardwalk Wealth Management - Financial Advising - Ann Arbor
Matt Hutchinson Fadi is extremely passionate about helping people achieve their goals. He has a ton of knowledge and provides fantastic feedback.
5 /5