Proctor Financial Inc - Troy (MI)

Diezel Kuchar Great people to work with. I have over 3 accounts here and they take care of everything for me from my employees retirement to my banking and insurance.

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!

mariama ndiaye The tax service here was very efficient and Faizur worked on my stuff right away. I just had to send in my information and it was all handled. He was very professional and I appreciate the services here highly recommend to other people!!!

Gary R Great people there. Thank you all for the fundraisers to help our Grandaughter Cora. A special thanks to our niece Christine Sieracki and her coworkers.

Upper Excelon I’ve been using the services of this tax accounting firm for both my personal and business taxes, and I must say that I was thoroughly impressed with the level of service I received. From the moment when I call in the representative was very helpful and when I arrived in person I was greeted by friendly and knowledgeable receptionist who made me feel at ease. The Hassan was able to answer all of my questions and provide me with expert advice on how to optimize my tax situation. They are professional and efficient throughout the entire process, and I was able to get my taxes filed on time without any issues. I also appreciated the family-oriented aspect of this firm. Which made me feel like I was part of a community rather than just a client. Its clear they actually care about their clients. Overall, I would highly recommend this tax accounting firm to anyone in need of personal or business tax services. They are knowledgeable, friendly, and professional, and they truly go above and beyond to ensure that their clients are satisfied.

Anthony V. Tuppins II Ive been coming here for almost 7 years and they have never failed to have excellent tellers and wonderful problem solving skills, a great reflection of what a bank should be.

joe achenza Proceed with extreme caution.

Kristin Clemens As a very small dealership in Ohio, every dollar counts. 1st Choice provides me with very reasonable fees. This helps me make every purchase count! My Territory Manager is top-notch, too - super easy to worth with and very approachable. I love that they do not cookie-cutter my dealership with anyone elses. We are unique people with individual needs, and 1st Choice treats me as a valued customer every time.