Keywords: Financial paul s leonard financial advisor ameriprise financial services llc mi

Paul S Leonard - Financial Advisor, Ameriprise Financial Services, LLC - Rochester (MI)

Address: 🏡 328 East St, Rochester, MI 48307, USA
Website: https://www.ameripriseadvisors.com
Phone : +1 (248) 533-4620
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJHd2Be2jpJIgRXByg3OeGduI
#Michigan

Financial Garden - Detroit

Hart Gabrielle An educational company that teaches money smarts to kids and people of all ages. Finance has never been taught in schools like it should be, but with the majority of our transactions taking place electronically in todays world it is easy to forget the value of what we work hard for. Ms. Tasha has visited my classroom to teach my high schoolers about the importance of financial literacy. In addition she personally signed copies of her book Aminas Bracelets for some of my students and their siblings. I bought 10 copies - made great gifts for my nieces. I keep a copy on the bookshelf at home for when I have kids over!
5 /5

Zach Toilolo - Mortgage Loan Officer - DFCU Financial - Taylor

Jim Walke Zach Toilolo and DFCU made the convoluted process of re-financing quick and easy. Zach was attentive to any change or bump in the process and managed to keep us in the loop while simultaneously smoothing things out for us. He had his eyes on the goal the entire time and treated us with professionalism, warmth and respect. [We even laughed a few times, and not hysterically.] This was a first rodeo for me, so having a loan officer who explained what was happening and then assisted with the execution of each step was a pleasant surprise. I doubt that a big bank would have been able to provide this level of personalized customer service. If you are in the market for a mortgage, I cannot recommend Zach (and DFCU) strongly enough.
5 /5

Sequoia Trusted Advisors - Shelby Township

Rick Moeller Professional staff and easy to work with.
5 /5

Consolidated Financial Management - Rochester

barb janes Consolidated Financial Management and Tax Services have been doing our taxes for a few years. DFM offers an excellent Service at a fair price. Timo is very knowledgeable, intelligent, and professional. He had great advice and answered some very difficult questions in relation to our business. I will continue to use his services and will recommend him to anyone needed tax services!
5 /5

Complete Financial Planning - Flint

Mike Rogers Our family has used Robert Wright of Complete Wealth Advisors for several years. We have found "Bob" to be a true professional and an expert in the field of Financial Planning, including investments, social security and estate planning. We highly recommend Robert Wright of Complete Wealth Advisors.
5 /5

Alliance Catholic Credit Union - Dearborn

Rachel West Great service and programs for young savers! I wish I would have joined this credit union a long time ago. The incentives they provide will never be offered at any bank. I am here to stay!
5 /5

GreenLine Retirement - Livonia

Halsey Werlein Mark and Paige are the best! We host events for Greenline Retirement at Texas de Brazil in Ann Arbor and always look forward to seeing this group! They are very polite and interested in helping everyone achieve their retirement dreams! Highly recommend!
5 /5

Next Chapter Financial - Shelby Township

Janna Flory Andy O was an absolute pleasure to work with. He partnered with me in finding out my goals for home buying and coached me through the entire process. Andy provided education on mortgage financing options and didnt pressure me to make any decisions I was not comfortable with. Andy and his time were quick to answer ANY questions I had throughout the home buying process and ensured all deadlines were met on time. We will definitely be working with Andy and his team again in the future when his services are needed. Thank you, Andy (and team) for such a wonderful home buying experience!
5 /5