Roberto Rizza - Sterling Heights (MI)

Mark Ebben Excellent PERSONAL financial planning!

Collin Quinlan I had a fantastic experience thanks to Robert’s superb service! From the moment we connected, he was professional, attentive, and incredibly helpful. I would recommend him to anyone!

Justin Lisa has been instrumental in helping guide my business and myself through these crazy times. Its clear they care about their customers, and Im confident I might the right choice leaving my previous (larger) bank. Live and learn.

Keith Jones Good guy. Hasnt steered us wrong.

Becca Flores So delighted we went to this office to meet an advisor via zoom and in person! We worked with Ted Campbell who kindly shared his extensive experience and spent considerable time with us. I’ve been with Fidelity for years and l still learned so much! Ted is truly a valuable resource for anyone who is trying to leverage all Fidelity has to offer its clients. I recommend to anyone who is considering a new advisor to visit this location and ask for Ted!!

Phil Clark First class service. Personal attention. Genuinely interested in your investment success. Highly recommend.

SHERYl KNIGHT I just called trying to find my representative for my account and the gentleman that answered the phone was very rude telling me hes not my representative and hung up on me. WOW.

Bob Suminski We need a couple of items regarding our IRAs addressed and need to speak to a consultant, Jacqueline Tran. We called her directly and left a VM, emailed her directly, called the branch number and no one answered and left a message and sent a message from the branch messenger on the web site and no one will respond. Has the Troy branch closed down? It is irresponsible and disrespectful to your customers to ignore them. We have had four different consultants in the past two years because consultants dont stick around which should have been a clue for us to move on. We are seriously considering moving our funds elsewhere where well get more respect after years of loyalty to Schwab.