Keywords: Financial principal financial group mi 20250

Principal Financial Group - St Clair Shores (MI)

Address: 🏡 20250 E 9 Mile Rd, St Clair Shores, MI 48080, USA
Website: https://www.principal.com
Phone : +1 (586) 231-3618
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJY_HKEdzXJIgRKFxIASh2kX8
#Michigan

Charles Schwab - Troy

Bob Suminski We need a couple of items regarding our IRAs addressed and need to speak to a consultant, Jacqueline Tran. We called her directly and left a VM, emailed her directly, called the branch number and no one answered and left a message and sent a message from the branch messenger on the web site and no one will respond. Has the Troy branch closed down? It is irresponsible and disrespectful to your customers to ignore them. We have had four different consultants in the past two years because consultants dont stick around which should have been a clue for us to move on. We are seriously considering moving our funds elsewhere where well get more respect after years of loyalty to Schwab.
1 /5

Voisard Asset Management Group - Grand Rapids

Joseph Lanz I met Dan Haines after interviewing several advisors, including some big name providers, when I was contemplating retirement over three years ago. Dan’s review, analysis and guidance convinced me the time was right and that I could enjoy a comfortable retirement. Since retiring Dan’s ongoing support has been invaluable. Dan’s recommendations to secure my assets during recent market turbulence proved to be exactly the right choices. A recent meeting with Dan and Doug Voisard specifically addressed my concerns about meeting increased medical costs as I age. Dan and Doug provided a thoughtful and fact-based analysis which reassured both me, and my children, that I’m well prepared for that future. I trust Dan implicitly.
5 /5

Wings Credit Union - Taylor

Parker The staff is very knowledgeable. Great service. And I will still continue to be a wings finangel partner.
5 /5

Sequoia Trusted Advisors - Shelby Township

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

Foguth Financial Group - Shelby Township

Joanne Hessen If youre looking for a financial partner who will put your interests first, look to Foguth Financial. I highly recommend them to anyone seeking expert financial guidance and personalized service. They take the time to understand your situation, goals and risk tolerance. Very happy we decided to move to Foguth Financual.
5 /5

West Shore Bank - Commercial Lending and Wealth Management Center - Muskegon

Noel Scruggs Our business took out a commercial loan with West Shore Bank and they were amazing people to work with. We hit a few snags in the process and the team West Shore were by far the most helpful bankers Ive ever worked with. Ron, Jon, and the West Shore team really showed the advantage of working with a local lender who took the time to understand our needs, treat us fairly, and give us a reasonable rate. I would definitely do business with them again, and will be recommending them to other business owners.
5 /5