Summit Financial Consulting - Sterling Heights (MI)

Ali Saleh We came to see Hana (Hawraa Mazloum) at the Canton Bank of America branch around the beginning of August, and she was amazing from start to finish. She welcomed me and my wife right away into her office and helped us open a new account without any issues. Hana is very professional, friendly, and easy to talk to. Anytime I have a question, she responds quickly and communicates clearly. She made the whole process smooth and stress-free. I highly recommend asking for Hana if you come to this branch—she’s truly excellent at what she does!

Thomas K I’ve had a great experience with Family Financial Credit. The team is always professional, helpful, and easy to work with. A special thank you to Barbara—she’s been incredibly kind, knowledgeable, and supportive throughout the process. I truly appreciate the excellent service!

Dale Hall Advance Capital always brings the facts and gives great prospective at their seminars! They are also great at adding some personal/self-reflection knowledge to the meeting. Taras presentation was great!

Brianna Barnett Natasha and AnnaLiese are absolutely wonderful to work with! We live out of town and they make everything effortless.

Betsy Cohn I have worked with Erold now for probably 20 years, first at TIAA and now at RJ, and I have been consistently pleased with his responsiveness and knowledge. I appreciate the fact that he takes a holistic approach when creating investment plans, which have generated strong results, and that he has taken time to get to know me. Having him as an advisor as I prepare to enter retirement is extremely helpful and reassuring.

Renayde Dooley Excellent customer service and support. A top-notch bank with excellent employees.