Step By Step Financial Wellness - Detroit (MI)

Max Mashni poppy go boom

Bayle Delalic I have nothing but positive things to say about Merrill. My husband and I have been working with Rua for the past 6+ years.

Daniel James Nicole and her team are fantastic. Cant thank them enough

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.

Francine Alexander Toni Wander is simply excellent! She listens carefully and fully, assesses many pathways forwards, and bring creativity, knowledge and deep expertise to the process and the plan(s).

Geoff McMahen Reno went far above my expectations in order to help me learn more about my financial choices. If you need a solid plan for a secure financial future, I highly recommend consulting with Reno!

Ih340 Y This is by far the friendliest, most honest, and respectful firm I’ve ever worked with! The staff are incredibly kind and helpful, they always go the extra mile to make sure your needs are fully met. I highly recommend them!