Principal Financial Group - West Bloomfield Township (MI)

Isaac Morales Josue at American Dream Financial is of great help Any time I need assistance, he is always right there to help. Whether it be for a simple question or a complex subject. He handles all of my accounting and payroll services and I would highly recommend him to any business big or small.

Szawala Kevin “Mr. Peace” They’re the best around when it comes to financial planning!! Great people with big hearts who truly care!!

LebaneseArabGirl I love this credit union. Every problem that Ive had regarding things on my account from issues that I usually caused, they always help me fix the problem. Today I dealt with Melanie when I had to stop a corrupt company from continuing to take unauthorized withdrawals from my account. She has ALWAYS been so nice, helpful, professional and knowledgeable. She far exceeded my expectations on how to handle these unauthorized withdrawals. I went in very frustrated from dealing with this company and left very happy after she helped me with everything and i didnt have to do as much to stop them from doing this as i thought. She was beyond helpful and I really appreciated all her help. I would highly recommend this credit union. Take care.

Debbie Jackson Best tax guy ever!!

E E I have had an awesome experience with Peter S at Morgan Stanley, in Rochester, MI. He is a Financial Advisor but works in another capacity to support teams. In short my skill set is not finance and after almost 4 decades of marriage to someone that was skilled in money, I was a bit lost. Peter always answered my questions kindly and without judgement. He made the transition of my spouse handling all finances to my handling the finances easier. Amanda H, my Financial Advisor, also assisted in an important transaction that would have failed without her immediate assistances. I can pay all Charge Card bills in the Morgan Stanley website. I was Blessed by their help and education.

brian granader I’ve worked with Brad Thomas for many years and he always gives great advice. My investments are safe with his guidance.

Elizabeth Genoff Pretty nice atmosphere.

Karen Colley We have worked with Marc for 15 years. Marc is highly professional, expert in what he knows and explains everything very detailed. He has customized a financial portfolio to help plan for all phases of our life. It’s always a pleasure to work with Marc and highly recommend him for your financial services.