Rochester Wealth Management - Rochester Hills (MI)

Adriannah H My husband and I willingly make the drive to Refunds R Us (Alex) every year to have him do our taxes, we live about an hour away, depending on traffic. His prices are a driving factor, but not only that. He has always been 100% honest, transparent, quick and detailed through the process and ensures we are always prepared for the coming year. We have received our largest returns working with Alex, and I feel safe knowing we are in great hands. Highly recommend!

Brian Alexander Smith 2 hard pulls within 2 months. they are not enforcing the laws on their property managers who use their services. on top of that the management did not sign paperwork to authorize credit pull. the woman i spoke to the last week in may 2021 was very rude to me and i have a cognitive disability

Jeff Unruh My wife and I have used Steve Chang as a financial advisor now for about 7 years. When we started looking for a financial advisor, we met with many financial companies! We found it refreshing when Steve did NOT talk down to us and explained fund options in easy to understand terminology and he made us feel comfortable. Anytime we call either he answers the phone or one of his assistance does. Everyone is very friendly and helpful. If Steve is unavailable at that time, he always responds quickly. The cost of having an Edward Jones account is comparable to other big branch financial advisors. I hope this review has given you some information about the Edward Jones branch in Farmington.

Jack Plants My wife and I have depended on Brandon to help us navigate the intricacies of the Medicare minefield. Brandon walked us through the various options in Supplemental and Advantage plans and got us signed up for the best plan covering the medications that we take. Brandon did all the heavy lifting we have been very pleased with ongoing support and yearly review. Highly recommended.