Oppenheimer & Co Inc - Rochester (MI)

Spivey Michael Ive been banking with this financial institution for over nine years and I love their professional staff for such a great effort.

Von Miller My wife and I have been using Costello Financial Planning for almost 5 years now and have been extremely satisfied with their services. We have a fairly complicated financial life and Rob Costello has been a tremendous help in helping us organize all of the moving parts into a comprehensive financial plan to achieve all of our life goals. His services go way beyond just asset allocation and portfolio management. He is also very knowledgeable about estate planning, insurance needs, saving for college, business planning and retirement planning - and he takes a holistic approach to make sure that all of these areas work together. Rob is extremely friendly, a good communicator, and speaks TO us, not at us, or down to us. He takes the time to thoroughly explain the pros and cons of available options, gives us his recommendations, but allows us to make the final decision. And being a strictly fee-based fiduciary, we can contact him as often as needed and never have to worry about conflicts of interest or being pushed into investments that arent right for us. We highly recommend Costello Financial Planning to anyone looking to get their financial life in order.

Khaled Hamad Outstanding service! Jen at CheckSmart went above and beyond to help me with my needs. She was professional, friendly, and made the whole process quick and stress-free. Her knowledge and customer service skills are top-notch. I truly appreciate her patience and attention to detail—she made me feel valued as a customer. Highly recommend seeing Jen if you want exceptional service!

stephen smith 25 years of providing excellent service.

mark russell We have been working with Richard Paul and Assoc. for about 8 years. We have been extremely satisfied with the service we have received. We got some very helpful guidance with our finances as well as Social Security. They have been very responsive to our needs and concerns. We have been working closely with Rich Paul’s son Matt, and has been instrumental in steering us on a great path through our remaining years I would not hesitate to recommend Richard Paul and associates to anyone needing financial guidance.

Dora Pitts We’ve used this MCA service twice now once for payroll during a slow season and once to remodel part of our shop. Both times, the process was incredibly fast and transparent. I like that they don’t require perfect credit; they just look at your actual revenue. The funding gave us flexibility when we needed it most. It’s an excellent option for any small business facing short-term cash needs.