SMG Financial Advisors - Northville (MI)

E E I have had an awesome experience with Peter S at Morgan Stanley, in Rochester, MI. He is a Financial Advisor but works in another capacity to support teams. In short my skill set is not finance and after almost 4 decades of marriage to someone that was skilled in money, I was a bit lost. Peter always answered my questions kindly and without judgement. He made the transition of my spouse handling all finances to my handling the finances easier. Amanda H, my Financial Advisor, also assisted in an important transaction that would have failed without her immediate assistances. I can pay all Charge Card bills in the Morgan Stanley website. I was Blessed by their help and education.

Victor Juncaj Easily the best shop in metro detroit. They will make sure you are happy & have great workers like mike there who will go out of his way to make sure you are happy. i would recommend coming to this shop before going to any others. amazing staff & will work with you to make you are satisfied. this place will get all of my business going forward! best shop around!

Prahelika Shah Excellent service! My husband and I are very excited to be working with this firm. The owner spends great amount of time with clients which to us shows he wants to provide the absolute best service.

Maureen Latimer Very professional great person to work with and his co worker Jennifer is great

kristina rehfus Jason is someone you can trust with your Financial planning and retirement goals. Everytime I have had a question or need assistance with my 401K, he was there explaining options. It’s nice to know you have options explained on how I see my future. Maria has done my and my husbands taxes for the last few years and I won’t go anywhere else. It’s nice to know my financial needs are in good hands. Highly recommend Thank you to the entire team!

Jennifer Sabina Long term relationship with Scott and Bryan. Very trustworthy and has their clients best interest at heart! Its hard to find this nowadays. So I feel grateful for this trusted relationship!