Michigan Financial Advisors - Bloomfield Hills (MI)

Elw x Great service, very polite and quick to help! Sam was very helpful and welcoming and made our time and purchase super easy and smooth! Would highly recommend this place and service is better than other places we had been to prior buying our car here!

Geraldine Wilson On 6/2/23 I contacted CFCU’s main number and I spoke with your Customer Service Representative by the name of ‘Jose’. Jose was polite, helpful and took the time to address my questions and provide me with clear answers. It was a pleasure speaking with a representative who still understands the importance of “customer service”. Jose is a prime example of why members like me, love Chief Financial Credit Union! Thank you Jose for being so kind and such a pleasure to speak with.

Barry W We have been investing with Plan 4 Financial for 13 years. Whether it was Dennis, Jeff, or more recently, Nikki and Dan, our experiences have always been positive with exceptional results. We were especially impressed with Nikki and Dan because of their knowledge and understanding of the business and their pragmatic approach to our personal needs. We have the utmost confidence in them both. We feel that the day we walked into Plan 4 Financial, the stars were certainly aligned in our favor.

Connie Pashak Everyone at the Auburn branch is always so helpful. Janae and Ashley are always so friendly when I come to make a transaction. Robin constantly goes above and beyond to help when necessary. I have nothing but great things to say about United Financial.

Tommy Two-Tone Where do I begin! They have been doing our taxes for years and then decided to use them to help manage our retirement finances. Bonnie helped me transition into retirement making a super great suggestion to not jump into any major endeavors for a year. This was perfect advice as Im now pursuing my passion that was buried with a day job and it took time to consider it. Im living my best life thanks to Anderson! Mike is phenomenal in handling my retirement accounts and we can just talk openly. I have the kind of relationship that you can only dream of for financial planning and taxes. The word "Family" is perfect because that is how I feel!

Allison I appreciate Jay meeting my expectations and fast finance helping me out at my time of need.. Im very satisfied with the service I received

- Super easy to deal with. They made me feel comfortable and were very quick and professional. Will be doing business for years to come.