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

Bankers Life - Livonia

Corinne Ms Papas has been absolutely wonderful helping me get all the things I need for my Mother in Law making sure all of her medical needs are met and covered. Thank you Ms. Rebecca
5 /5

Kimberly Crichton Enders, CFP - Sterling Heights

Casey Lane Kim is like family. She is inviting and always has the clients best interest in mind. She makes you feel welcome and as if you are a family member.
5 /5

Edward Jones - Financial Advisor: Dan Coleman, CFP® - Kalamazoo

Wendy James Dan is a fantastic adviser. I have a couple of managed accounts with Dan and they perform very well. He asks a lot of great questions and I really feel like he listened and heard what I wanted out of my investments. Ive sent a few friends his way, one of which wanted to invest ethically, and Dan has been taking great care of her. Regardless of your investment style, I believe Dan will meet you where you are. Whether you have a few hundred bucks and youre just getting started or if youre well vested, Dan is your guy! Dawn Ferris who works in the office is also a complete pleasure to work with. Great organization there. I highly recommend!!
5 /5

Churchill Mortgage - Wyoming - Wyoming

Mikki Magistrado Seth, Josh and Maureen and their team are incredible. Top notch communication and service. We felt taken care of through the whole process and they happily answered our million questions. The team was even available in outside hours to respond to more pressing matters. I would recommend this team to anyone who is buying their first house and wants to feel confidence in their team and the process. They also give amazing recommendations. Thank you again guys!
5 /5

Financial Benefits Group - Auburn Hills

Christine Fecteau Great financial advice and planning!
5 /5

Lincoln Park Community Credit Union - Lincoln Park

Luis I wish I could put 0 stars. Racist staff. I went in last week in hopes of opening an account, gave the man at the front my ID and voter registration, he was looking at my ID all weird as if it was fake, or something then after about 15 minutes I finally get called into the office, the lady started asking me all these questions about where I use to live because the lady said my Michigan ID “has a big dark spot on it” in response I pulled out my military ID and gave it to her and said “well if you think my ID is fake here’s my military ID” and then again, she was looking at it as if it was also fake, I did not like how I was treated when the gentleman who was next to me didn’t even live in Lincoln park but yet they weren’t asking him to confirm 3+ addresses from where he use to live, or being weird with his ID. It’s sad how I served this country just to be treated like this. They must’ve never seen a brown man who served.
1 /5

Monroe Bank & Trust Downriver - Taylor

Tamika Collier Called customer service to check if I could cash a certain check there and the rep was beyond rude and condescending. Its really sad. Do better!
1 /5

Diversified Members Credit Union - Novi

Owen David and Patrice at DMCU were extremely helpful when dealing with an issue on a loan i hold. They made the whole assistance process easy and I had to worry about nearly nothing on my end, they went out of there way to provide great service when they really didn’t have to. Thanks guys!
5 /5