Keywords: Financial robert potter private wealth advisor ameriprise financial services llc mi

Robert Potter - Private Wealth Advisor, Ameriprise Financial Services, LLC - Troy (MI)

Address: 🏡 5440 Corporate Dr Ste 205A, Troy, MI 48098, USA
Phone : +1 (248) 244-8177
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJBxWKKR7EJIgRtY0MPo9V00I
#Michigan

Lakeshore Accounting & Tax Services - Allen Park

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.
5 /5

Academy Wealth Management - Grand Rapids

Rick Hoekstra I am a small business owner and use Geoff to manage my retirement funds. I appreciate his honesty and openness, and achieving above average returns. His personal touch by keeping me informed of market changes and his outlook for the future are key points that I value. He does a great job for me. I feel you will be pleased too.
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

LifePlan Financial Design Inc - Okemos

James Moses Great people doing a great job for our financial future. We trust them completely.
5 /5