Mark Epps Financial Advisory Services - Bloomfield Hills (MI)

Austin Waldo I’ve worked with Ian and the Waldo Wealth Partners team for years now, and I couldn’t recommend him more highly. Theyre incredibly knowledgeable, responsible, and truly have their clients’ best interests at heart. Ian’s integrity and trustworthiness set him apart, and I have total respect for the way he handles financial planning. If you’re looking for someone who genuinely cares and delivers sound financial guidance, WWP is the firm to call.

Terry Bailey I went over my limit for the 2024 and just wanted to take the extra money and open a new account so that I wouldnt penalized by the IRS witch Im aloud to do. But trying to get someone to help you is like pulling teeth. They keep transferring you from one person to the next until you get fed up enough to hang up. THE WORST CUSTOMER SERVICE IVE EVER HAD TO DEAL WITH!!!!

Danny D Always professional! Greg helps you understand the dynamics of the market and takes all the time required to make sure you are in sync.

Ginny In all transparency, this is a very early review, but it feels justified. Bradford has been a complete pleasure to work with. As a young investor with a smaller amount of assets to offer to manage, I didn’t expect nearly the attention he’s given me, or the time he’s been willing to spend with me to help me learn. Aside from his 15+ years in the field, the firm’s principals are CPA’s with combined 50+ years tax/finance experience. As a CPA myself, I can vouch for the value of the combination of finance and tax knowledge the firm offers. I would highly recommend working with Bradford, or likely anyone at the firm.

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!

SHERYl KNIGHT I just called trying to find my representative for my account and the gentleman that answered the phone was very rude telling me hes not my representative and hung up on me. WOW.

Sarah Meredith I should start by saying that I was visiting this branch to close my account due to being unhappy with PNC Bank. Five stars is not rating PNC itself but it is a rating for this particular branch & employees. Suha provided excellent service. She is knowledgeable & swiftly completed the task at hand while being personable. For an overall bad experience banking with PNC, this last visit was satisfying & Im leaving without as much bitterness. One person can make all the difference! Thank you!

Marilyn Wootton Stopped at this DFCU location to pick up my DFCU calendar for 2025. The staff was pleasant and helpful. Ive been with DFCU since 1978 and have no plans to change my banking.