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Paul Seals - Financial Advisor, Ameriprise Financial Services, LLC - Portage (MI)

Address: 🏡 650 Trade Centre Way Ste 110, Portage, MI 49002, USA
Phone : +1 (269) 544-1871
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJQdB93EN3F4gRF8am5A8cT7k
#Michigan

Compass Financial Associates - Grand Blanc

cindy Awesome is the 1st word to come to mind. From there I would say professional, many years of experience, and knowledgeable in the world of finance. In the past I have invested my money into different financial companies. After the initial investment I never heard from them again. Until of-course I transferred my money to Compass Financial. Only then after 30 plus years of investing they were calling me in an attempt to keep my investment. Since Ive gone with Compass Financial Ive heard from them at Christmas, received pies for Thanksgiving and received candy for retirement. Once youve invested with them They will most definitely invest in you! Most importantly Matt explains everything in such a way that you will understand what is happening with your investment! He is prompt to answer any questions you may have. One thing that I found very impressive is there was no pressure put on us to invest w him. We went to one of his seminars (delicious meal). He said right up front "my plan may or may not work for you" "let me see what you have and Ill let you know what I can do for you" final decision was ours...no pressure. Highly recommend!
5 /5
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Advance America - Lincoln Park

Chanelle Stafford Peggy was very pleasant and explained all of the terms of my loan. She was super polite and professional.
5 /5

First Merchants Bank - Sterling Heights

Justin Lisa has been instrumental in helping guide my business and myself through these crazy times. Its clear they care about their customers, and Im confident I might the right choice leaving my previous (larger) bank. Live and learn.
5 /5

GLP Financial Group - Grand Rapids

Tony Norkus I have worked with Dave Sawinski for many years. He is honest and trustworthy and I value his wise advice. Dave has always looked out for my best interest and I value our relationship highly. I have recently brought my wife and daughter to Dave and he is now managing their accounts as well. Everyone in the office is also great, especially Julie whom I have had the pleasure of working with for many years, too. I highly recommend GLP Services.
5 /5