Keywords: Financial retirement income solutions mi

Retirement Income Solutions - Ann Arbor (MI)

Address: 🏡 2301 Platt Rd #300, Ann Arbor, MI 48104, USA
Website: http://www.risadvisory.com
Phone : +1 (734) 769-7727
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJY0KLCsCvPIgR9v0eV1UWABY
#Michigan

Cetera Investors - Farmington Hills

NinjutsuDensho Foresters guy arrives to my house unannounced multiple times, no email, no txt, no phone call, no mail, nothing. Tries to enter my house and I had to physically block his way. Man I do not know you, and I am definitely not letting you in my house. Inquires about my families personal medical information multiple times, I told him I am not telling him that information, inquires about my personal information etc., Wouldnt leave the property promptly when asked and stood talking in the driveway blocking one of our guests from pulling in the driveway. Hes lucky he wasnt hit by the vehicle. He continually brought up his religion, showed off his religious book, even when I made it clear I am from another religion, he then proceeds to tell lecture me on what my religion believes, then smugly claim brags about how he and his buddies supposedly apostated one of our guys. Guy totally misread the seriousness of the situation he was unnecessarily creating. Foresters people need to understand the demographics of Dearborn and surrounding areas if your going to service the area.
1 /5

Consolidated Financial Management - Rochester

barb janes Consolidated Financial Management and Tax Services have been doing our taxes for a few years. DFM offers an excellent Service at a fair price. Timo is very knowledgeable, intelligent, and professional. He had great advice and answered some very difficult questions in relation to our business. I will continue to use his services and will recommend him to anyone needed tax services!
5 /5

Edward Jones - Financial Advisor: Brian J Schuessler - Livonia

Alex Rodnick Brian is a great guy. Hes very professional and was very welcoming when I joined the Livonia Chamber.
5 /5

Zach Toilolo - Mortgage Loan Officer - DFCU Financial - Taylor

Jim Walke Zach Toilolo and DFCU made the convoluted process of re-financing quick and easy. Zach was attentive to any change or bump in the process and managed to keep us in the loop while simultaneously smoothing things out for us. He had his eyes on the goal the entire time and treated us with professionalism, warmth and respect. [We even laughed a few times, and not hysterically.] This was a first rodeo for me, so having a loan officer who explained what was happening and then assisted with the execution of each step was a pleasant surprise. I doubt that a big bank would have been able to provide this level of personalized customer service. If you are in the market for a mortgage, I cannot recommend Zach (and DFCU) strongly enough.
5 /5

Financial Focus - Farmington Hills

Cameron Greenberg Amazing place to invest as well as to work at! Very personal firm with an intimate setting and focused and knowable staff.
5 /5
oppenheimer  co inc mi 12900

Oppenheimer & Co. Inc. - Sterling Heights

Kaye Financial Corporation - Farmington Hills

Jake Bruce As first-time home buyers with absolutely no knowledge about how to purchase a home, we couldnt have asked for a better person to guide us through the process than Carol Nowland. From start to finish, she supported us every step of the way with patience, clarity, and genuine care. She was always quick to answer our (many!) questions, and we felt completely comfortable trusting her advice. Carol made what could have been a stressful experience feel smooth and manageable. Were so happy we got to work with her and would highly recommend her to any first-time home buyers. Thank you, Carol!!
5 /5

Bay Pointe Financial Management - St Clair

Ben Cross I met Mark from Bay Pointe Financial Management through a friend. After speaking to him a couple of times I could tell he was sincere and understood various different investment strategies, wasnt just trying to sell me life insurance. They are fee based and not commission based so the are aligned with their clients which I like. We came up with a plan to get my goals on track and he followed up with me to make sure that I was executing on the plan. We met several time during the day and in the evening. He always picks up the phone when I call. Id highly recommend Mark Pauwels and Bay Pointe Financial Management.
5 /5