Pontiac Brokers - Waterford Township (MI)

Patricia Swafford She took my call and under a time and availability issue, she was able to help me get done what I needed to do, in a very timely manner! I appreciate her and her efforts to get my request completed!! Thank you so much!!

Damon Vander Berg Always exceptional service over phone, in person and email. I never struggle to get my questions answered and in contact with the branch. Anita and Ashley have been super kind and helpful through refinancing my auto-loan, getting a new credit and debit card, and getting set up with multiple banking accounts.

Sandra Gutenkunst If you are looking for individualized, personalized, and customized service in the areas of retirement planning and preservation (including advanced tax planning), Asset Preservation Tax and Retirement Services delivers exactly this. Above all else, this is a company owned and managed by a financial advisor who puts his clients interests above his own gains. I have made multiple mistakes falling for falsely declared fiduciary sales pitches over the past several years. Fortunately, after attending a highly informative retirement seminar in Sterling Heights, MI, I was able to connect with the "team" and after a few meetings, I decided on the financial advisor best suited to guide me forward. I trust Justin Carlson and his team without reservation; the fact that my daughter and son-in-law who are positioned in D.C. became his clients as a result of my personal recommendation speaks volumes to the trust and faith I put in this fine individual and his team of financial advisors.

Petrina Gonder Excellent Service. Great Customer Service I am so happy I bought my Annuity from Angelique Campbell. Should give her a promotion.

Erin Lockwood My mom and I had issues with fraudulent activity on our accounts and lost a large amount of money. Charles was able to immediately start fixing things, get us new secure accounts and get our money back! He was very kind and helpful, my mom and I felt a lot better after visiting Arbor.