Peak Wealth Management, LLC - Plymouth (MI)

sam gray Had a truly wonderful experience here. Megan is so helpful and always so nice. Shes a very valuable asset to the credit union. Thank you for being so kind.

Terry Bailey Ive been a member here for 20 + yrs since they were in the little tiny church off of Ryan rd. (St. Cletus Credit Union)The ladies here are fantastic at what they do! All around great banking facility would not go anywhere else!!

David Harris I really would like to thank Barb Hammond and her amazing team over at Edward Jones Parkview location. Barb and her team showed me and my team excellent customer service, provided thorough education, and helped me make the most out of my investment portfolio. I started investing with zero information and previous experience and Barb and her team was with me every step of the way. Everything from direct phone calls, detailed account overviews, information about the markets, and even personalized birthday cards showed me that they truly care about their work and the people they serve. I would definitely recommend them again. Thanks again Barb!

Rismoen Brian “ModernMower” I dont know if every branch is like this, but this is a great branch. Friendly people who take care of you, and you really get the impression they are on your side. I do my small business banking with this branch, and i have never had any problems with them, and at times i have even been surprised at how much they actually could do for me. Banking can at times be frustrating, and this is the place to go to keep that at a minimum. Thank you Dawn and everyone at the branch.

Casey Lane Kim is like family. She is inviting and always has the clients best interest in mind. She makes you feel welcome and as if you are a family member.

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

Mark Strek Tom and Jerry at Firma Financial always take great care of my needs. ALL of the employees at Firma are truly great and passionate about their work. Their attentiveness to their clients accounts is very refreshing compared to past advisors Ive dealt with. Firmas staff is extremely competent, professional and friendly. What I truly love about Firma is that it is abundantly obvious that everyone there follows the Golden Rule, which is unfortunately hard to come by these days. You definitely feel like your "part of the family" when you become a client.

D Samhat Find him to be excellent in his monitoring and follow up. Always ethical and honest.