Keywords: Financial michael gomez mi

Michael Gomez - Livonia (MI)

Address: 🏡 37307 Six Mile Rd, Livonia, MI 48152, USA
Website: https://fa.citizensbank.com
Phone : +1 (734) 981-0148
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJRQrj1n6zJIgREUac4mebepo
#Michigan

Center for Wealth Management - Troy

Tom Michaels We began working with Rob Moore and the Center for Wealth Management over 20 years ago, when I changed jobs and did a rollover; I invested 50% with Rob and 50% with another firm. Over the three-year review, Rob’s investments not only had a higher return but the expenses were also much less. Rob has done a great job creating a well-designed retirement plan, helping us save for kids’ college, and strategizing to find the right mix of investments aligned to our risk tolerance, while keeping it diverse and minimizing expenses. Rob has in-depth knowledge of the market and projects honesty and fair balance in the information he shares. He’s dedicated to continued growth and learning, proactive in reaching out, a strong communicator, and a caring family man. Anytime someone we know is looking for a trusted financial advisor, we recommend Rob; my parents, our children and their spouses, and some work colleagues have all partnered with CWM. I can state with confidence that all have been impressed by his knowledge and professionalism and pleased with the investment advice provided in a timely manner. The most important benefit from working with Rob is the ability to gain information on a wide variety of financial products and stay up to date on market changes, my taxes, and avenues best suited for my investment goals (both short term and long term). We are blessed to be able to go into retirement with peace and comfort knowing we have the means to leave a legacy to our family and charities we support. We are grateful for the coaching and insights Rob and CWM shared with us to make this possible. We trust that they are working with us and for us. - Tom & Laura Michaels
5 /5

Advance Capital Management, Inc. - Southfield

Dale Hall Advance Capital always brings the facts and gives great prospective at their seminars! They are also great at adding some personal/self-reflection knowledge to the meeting. Taras presentation was great!
5 /5

Community Choice Credit Union - Muskegon

Jeremy King I love community choice credit union I have had a couple different loans from them. Always friendly staff members at the 3 locations i have been in.
5 /5

Accounting Aid Society - Northwest Financial Hub - Detroit

Timothy G. Wilson, Jr. I have utilized the Accounting Aid Society for the past five years, and without exception, they are a hidden treasure. I have been consistently amazed, humbled, and greatly served by their compassionate, highly professional staff, and exceptional services, rendered thus far. I will continue to seek their "valued services" which I have come to depend on, and am assured of, based on my experiences, that my taxes will be prepared, accurately, and in a timely manner by tax preparation specialists who provide an "invaluable" service to our community. Timothy G. Wilson, Jr. Staff Sergeant, Active Duty US Army Retired Retired Disabled US Federal Government Employee
5 /5

Stonebridge Financial Partners - Grand Rapids

Kathryn Westcott Great people to work with. They have made our retirement so easy. They take the time to explain things so we see our plan
5 /5

Sandin Financial Services LLC - Norton Shores

MD Kim Mr. Sandin is a rare individual in that he goes above and beyond what is normal and expected. He is a very honest, ethical and trustworthy individual. He has a vast amount of experience from years working for a bank and is very knowledgable with all types of investments. It is refreshing to meet such a quality individual in the investment world.
5 /5

Blue River Financial Group - Bloomfield Hills

Elisha Abbott I recently worked with Blue River Financial Group and was blown away by the level of service and expertise provided. From the initial consultation to the final deliverables, the team at Blue River was extremely professional, knowledgeable, and helpful. They took the time to thoroughly understand my situation. I was particularly impressed with the teams attention to detail and their ability to explain complex financial concepts in a way that was easy to understand. They were always available to answer questions and provide guidance, and they went above and beyond to ensure my complete satisfaction with their services. I highly recommend Blue River Financial Group to anyone. Overall, an excellent experience!
5 /5
michigan first credit union mi 48202

Michigan First Credit Union - Detroit

Deangela Goler I have had the pleasure of visiting this particular location for at least six years now, and they offer great service, are very patient and knowledgable. You guys keep doing what youre doing!
5 /5

Smalley Investments - Lansing

Travis Stoliker Incredible building with a great history.
5 /5