Keywords: Financial petersmark financial network limited mi

Petersmark Financial Network Limited - Ann Arbor (MI)

Address: 🏡 2950 S State St Ste 360, Ann Arbor, MI 48104, USA
Website: https://pfnltd.com
Phone : +1 (734) 372-7191
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJM5Xz7zqwPIgR7Zko9umf9ME
#Michigan

Stonebrook Private - Northville

Vanessa Orozco Working with Stonebrook has been an absolutely amazing experience. From the front desk to the advisors and admins, they made the process of transferring all my accounts seamless and stress-free. They took the time to carefully explain each step, patiently addressing every question and concern I had with clarity and kindness. What truly sets them apart is their genuine commitment to earning your trust — their transparency and professionalism are unmatched. I couldn’t have asked for a better firm, and I wholeheartedly recommend their services to anyone looking for a team that truly cares.
5 /5

CheckSmart - Taylor

Enchanted Beauty Amazing service every single time Wafaa and Vicky specially provide excellent service! They are very respectful and explain everything so well. I appreciate this place and love the services they provide ❤️
5 /5

First Mutual Investment Inc - Grand Rapids

Tom Rettenmaier Prior to retirement we visited 3 different “retirement specialists”. The first was Dennis Joppe who many people at my work enjoyed and did a great job managing their monies. The second a mid 30’s investor and the third was a social security specialist. The second guy was very likeable until he started slamming Dennis Joppe, which is a “turn off” for us if you have to slam your competition. I had to finally tell Justin to never contact us again to stop him from calling or emailing us. The third investor specializes in maximizing your social security which basically means not drawing until age 70. She was excellent, but both my wife and I were not in favor of delaying our social security. We saw Dennis Joppe for 1-1/2 years before we retired and I had given Dennis a portion of my Roth monies to invest. Dennis and my wife hit it off and suggested taking a portion of her 401k monies and investing those in a Prudential index annuity which would bring in a guaranteed amount of money very month. In the 2 years since retiring, we couldn’t be happier with Dennis or his Assistant Vicki. Wonderful people!
5 /5

Financial & Tax Planning Inc - Flint

Jacobyy V Very helpful financial advisors and theyll answer any of your questions! Extremely happy with their services.
5 /5

Trinity Financial Services - Bloomfield Township

Jennifer B. Have had them for about 1.5 yrs, no problems. They used to have a website where I could watch my account and balance, but was told they dont have any website anymore! =(
4 /5

Harvest Partners Financial - Allen Park

Robert Jones I have nothing but great things to say about Harvest Partners. Greg Genter is absolutely amazing to work with and has guided me throughout my financial journey this far. I highly recommend Greg and Harvest Partners for all your investment needs, the team is always on top of things and such a pleasure to work with.
5 /5