Keywords: Financial long road investment counsel mi

Long Road Investment Counsel - Kalamazoo (MI)

Address: 🏡 107 W Michigan Ave # 2, Kalamazoo, MI 49007, USA
Phone : +1 (269) 488-8001
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJAQBwW0CdF4gRxBPZzBleDfc
#Michigan

Level Up Financial, LLC - Dearborn Heights

Stacey Journell Informative, professional, and the owner is super sweet!! Highly recommend!!
5 /5

Macatawa Bank - Wyoming

Jim Thrower I had a very unique circumstance with a line of credit and Pam P. was extremely helpful. She took extra time to find an answer. I appreciate the hard work. Big fan of the customer service provided by Pam and Macatawa Bank
5 /5

Edward Jones - Financial Advisor: William D Potthoff - St Clair

Lisa Trombley Love the personalized attention. Finally feel like we understand our plan!
5 /5

Great Lakes Wealth - Northville

Mike Sullivan I have been with Great Lakes Wealth for many years, and Dewey and his entire team have consistently done an outstanding job managing my investment account. Their expertise and swift responses ensure I always feel confident in my financial future. The communication is top-notch, and they truly go above and beyond with both their professional service and personal touch. I couldn’t recommend them more highly for anyone seeking a knowledgeable, trustworthy, and responsive wealth management team.
5 /5

Morgan Stanley Financial Advisors - Rochester

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.
5 /5

GLP Financial Group - Grand Rapids

Tony Norkus I have worked with Dave Sawinski for many years. He is honest and trustworthy and I value his wise advice. Dave has always looked out for my best interest and I value our relationship highly. I have recently brought my wife and daughter to Dave and he is now managing their accounts as well. Everyone in the office is also great, especially Julie whom I have had the pleasure of working with for many years, too. I highly recommend GLP Services.
5 /5