Keywords: Financial mkd wealth mi

MKD Wealth - Troy (MI)

Address: 🏡 1301 W Long Lake Rd #210, Troy, MI 48098, USA
Phone : +1 (248) 418-5100
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJwaGV3FHBJIgRdpDhJ19hjrI
#Michigan

DFCU Financial - Novi

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.
5 /5

Custom Wealth Solutions - Plymouth

Diann Dupuis We have been with Custom Wealth Solutions since they were actually a different name. Both my husband and I are very happy with the expert advice, prompt market strategy moves to protect our assets, and staff that genuinely care about their clients. This is a company I recommend and have entrusted with our retirement investments.
5 /5
fidelity investments mi 44244

Fidelity Investments - Novi

Becca Flores So delighted we went to this office to meet an advisor via zoom and in person! We worked with Ted Campbell who kindly shared his extensive experience and spent considerable time with us. I’ve been with Fidelity for years and l still learned so much! Ted is truly a valuable resource for anyone who is trying to leverage all Fidelity has to offer its clients. I recommend to anyone who is considering a new advisor to visit this location and ask for Ted!!
5 /5

UBS Financial Services: Bush John - Farmington Hills

Grean Jelli Bean I have tried to make contact with UBS at least four times. I stopped by this UBS location on the last-ditch chance that the previous attempts were flukes in unresponsiveness (used UBSs online contact form and tried several other different local offices, to no avail), gave the receptionist my contact info who said someone would reach out, and its been two full business days with zippo, nil, zero contact. Its shocking that UBS does not respond to prospects or inquiries; what type of business of this nature does this? Is this a case of prejudging individuals? If this is how they ignore existing customers trying to access their finances, those customers have my sympathies.
1 /5

Mosaic Wealth Management - Grand Rapids

James Peacock My financial advisor joined Mosaic Wealth Management a number of years ago. Ive been with him for about 13 years. Hes been such a great help for myself and wife. The whole staff at Mosaic Wealth Management are very friendly from the time you open the door till the time you leave. Ill leave my financial advisors name here, so if you are interested in a visit to see him or another advisor, Id highly recommend it. My advisors name is, Jonathan Hayes. So if you are in the process of using a financial management service, check out Mosaic Wealth Management, you wont be disappointed.
5 /5

Credit Union ONE - Southgate

Chris Murphy Ive banked with them for a while and the staff has always been very helpful and doing loans is very simple with them as well! I highly recommend their banking services!
5 /5

Morgan Stanley Financial Advisors - Muskegon

Kyle Mack Anytime I have a question there is always someone available to help me. Excellent customer service and they take the time to ensure you are taken care of. Brandon Turnbull has been amazing to work with.
5 /5

Wells Fargo Advisors - Farmington Hills

Cindy Lalor I spoke to an escalation team concerning my accumulated interest and they were so rude. I purchase some furniture through bobs furniture and they never told me that I was on a promotion period. I started paying more than I should to avoid the interest and they started using my payment to put towards another purchase before the 1st payment was completed. Then told me a bold lie and said I owe 520 dollars towards the first payment however it was only 300 dollars I owed. I ask to pay that amount to remove the 366 dollars interest they agreed and told me to pay it by nov 17th however they send me out the letter on the 26th of nov and the date they gave me to pay it off already passed. They told me they couldn’t help me and basically called me a liar. They keep adding interest even though I’m paying the amount due each month I need corporate to intervene, I need someone above the escalation team they are rude !
1 /5