Mueller Retirement Planning - Southfield (MI)

gail vandusen Tom Durocher has been our financial advisor and broker for about 4 years. After my father passed away, I had some money to invest, primarily, to use for my grandchildrens education down the road. I turned to Tom for this task. My charge to him was to treat this money as if it were his grandmothers. He has done just that. Besides doing extremely well with my investment, he has become a confidential adviser and friend to us on many things ex:buy or lease a car, how to help and support my sister who was in financial stress, pay off a car loan or keep making payments, do we need long term-care, and most of all, a calming voice during great stress while we settled 3 messy estates. During that particular time he called us often just because he was concerned. He still calls to check on us and catch up which we really appreciate. Tom is wise beyond his years, and we trust him unconditionally. We feel very fortunate to have had him answer our random call to Merrill Lynch that day! If you out there are looking for an amazing financial agent, Tom is your guy!!

KALLAY YANG Amy Thickstun she goes beyond to help us. We admire her passion to help all her customers, anyone who looking into buying a home or open a checking account go see her at Pontiac Location PNC you be blow away how great she is. I recommend her go anyone if you want real customer service Thank Amy

Elizabeth Olney Jonathan is knowledgeable and trustworthy. He guided us through options for investing and gave us time to discuss what we wanted to do. If anything needed to change he was happy to do so. All it took was a phone call or email which was promptly responded to. I do recommend Jonathan Laundra to my friends and family.

Cheryl Daly I have referred clients to Donna over the years, especially when they have retirement planning issues related to social security and/or tax planning. Very friendly and professional.

Archer Dawn E (Arrow Dog Training) You will not find a better financial advisor than Erik. He has been managing our retirement funds for many years. He calls us on a regular basis to schedule an account review. This is so appreciated! Hes always there when we need him, returns calls promptly, and most importantly he takes the time to carefully understand our investment needs. Markets go up and down, but Eriks attention to our needs are steady and reliable. As well, Terese Kromer, Eriks office administrator, is the best! Top notch, friendly and professional! We could not ask for a better relationship.

Dorothy Najat Zaya is professional, prompt and friendly. She went over everything concerning my loan with me in great detail. Nothing was hidden. Najat made my loan process easy and short. Thank you Najat and CFCU.