Keywords: Financial michigan insurance financial services shelby township mi

Michigan Insurance & Financial Services - Shelby Township - Mt Clemens (MI)

Address: 🏡 85 Macomb Pl #102, Mt Clemens, MI 48043, USA
Phone : +1 (586) 913-8989
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ20rZmzMhJYgR02UrUhmwV4g
#Michigan

Edward Jones - Financial Advisor: Robert Young, CFP® - Livonia

DeAnna Pirrie Robert is such an amazing financial advisor! My husband and I are young and had no idea what kinds of investments we were missing out on until we talked to Robert. Robert helped us set up a portfolio that is prepping us for our future. We will use Robert for the rest of our lives and highly recommend him for anyone who is looking for a financial advisor!!!
5 /5

Blue Chip Partners - Farmington Hills

Judi We are always confident that Blue Chip Partners are providing us with excellent service. Respond promptly to any questions or needs. Our portfolio is providing us with the retirement we planned. Would highly recommend them.
5 /5

JMB Financial Services Group - Bloomfield Hills

Lisa Drew Very professional, helpful and they care all around excellence
5 /5

PNC Bank - Taylor

Dwayne Johnson My last visit to this branch was sad to say the least( March 2024 ) Every time I visit this bank to make a withdrawal from one of my accounts, I found myself waiting for an exssisive amount of time. Even when there is only one or two people in front of me. This is what happened during my last visit. One teller was servicing the drive-thru customers,while the other teller was slowly helping the walk in people like myself. I was told by the manager that the third teller was at the window working on an assignment instructed by her and was not waiting on the walk in customers.I was very boisterous about the lack of quicker service. I have not returned to this branch and have no intentions of going back. The incident was actually the status quo here. I have two accounts here,a CD and a mutual fund at this branch. Not customer friendly !!
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

Edward Jones - Financial Advisor: Doug Cellini, CFP® - Midland

Daniel Broderick Doug is responsive, competent, and educational. He knows what he’s doing and is a trustworthy financial advisor. He has been helping us grow and manage our financial assets since day one and is not afraid to have a real conversation with us about all the shifts that take place in the market.
5 /5

Campbell Retirement Planning Centers, Inc. - Waterford Township

charles laich Dean and Gina are awesome ! My wife and I count on Campbell Retirement Planning for ALL our financial needs. Their updates and newsletters keep us in the know. Dean has many years of experience. Gina is always ready to help us, and they are a great Team!.We highly recommend their services to ALL our friends and family. Dean is well connected to the community and services available for the retired. They helped up set up a plan for our grand childrens education and future. We are not financial wizards, but its reassuring to have Campbell Retirement Planning in our corner!
5 /5