Keywords: Financial merrill lynch wealth management mi 45000

Merrill Lynch Wealth Management - Clinton Township (MI)

Address: 🏡 45000 River Ridge Dr #120, Clinton Township, MI 48038, USA
Phone : +1 (586) 226-5969
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJX2rC6sDfJIgR0l2i-y9c0FU
#Michigan

Staub Financial Services - Bloomfield Hills

Gail Straughen Very professional and has done an excellent job with our portfolio. Friendly staff!
5 /5

Genisys Credit Union - Clinton Township

LebaneseArabGirl I love this credit union. Every problem that Ive had regarding things on my account from issues that I usually caused, they always help me fix the problem. Today I dealt with Melanie when I had to stop a corrupt company from continuing to take unauthorized withdrawals from my account. She has ALWAYS been so nice, helpful, professional and knowledgeable. She far exceeded my expectations on how to handle these unauthorized withdrawals. I went in very frustrated from dealing with this company and left very happy after she helped me with everything and i didnt have to do as much to stop them from doing this as i thought. She was beyond helpful and I really appreciated all her help. I would highly recommend this credit union. Take care.
5 /5

Credent Wealth Management - Auburn Hills - Auburn Hills

Nadir Mammeri Luke Baran no words can describes all what you did for me, i can’t thank you enough, you went above and beyond to help me through the process even when it wasn’t related directly to his job he did everything and took all the time to help me, very friendly and very professional, luke thank you very much you helped to realize my dream
5 /5
wells fargo advisors mi 49546

Wells Fargo Advisors - Grand Rapids

bly bylsma We appreciate the sound advice from our advisor. She gave advice that was molded to my desires and level of risk. No pressure and regular attentive communication.
5 /5

Compass Financial Associates - Grand Blanc

cindy Awesome is the 1st word to come to mind. From there I would say professional, many years of experience, and knowledgeable in the world of finance. In the past I have invested my money into different financial companies. After the initial investment I never heard from them again. Until of-course I transferred my money to Compass Financial. Only then after 30 plus years of investing they were calling me in an attempt to keep my investment. Since Ive gone with Compass Financial Ive heard from them at Christmas, received pies for Thanksgiving and received candy for retirement. Once youve invested with them They will most definitely invest in you! Most importantly Matt explains everything in such a way that you will understand what is happening with your investment! He is prompt to answer any questions you may have. One thing that I found very impressive is there was no pressure put on us to invest w him. We went to one of his seminars (delicious meal). He said right up front "my plan may or may not work for you" "let me see what you have and Ill let you know what I can do for you" final decision was ours...no pressure. Highly recommend!
5 /5

LPL Financial - St Clair Shores

stacey namel Kirk Ritchie is the best! If you need financial/retirement guidance and/or investments done, hes the man! Professional, kind, and positively exceptional in financial planning and investing.
5 /5