Telos Financial - Plymouth (MI)

Tumeka May I have had the pleasure of working with Ashley for years... she’s the best hands down.. she not only does her job, but she’s a listening ear, she takes the time to actually listen and understands your needs. If she don’t have the answer, she will get it for you and before you and her leave you will have a clear understanding. She also reaches out to you periodically to see if things are going ok and the way you anticipated them to as well..... for all your tax notary and republic and financial inquiries or burdens please contact Financial Fairy Tales!

Ken Rushing Kelly Lawrence has the knowledge and experience to help you with your financial investment needs. Kelly is constantly doing her research and watching the market trends. I put the future of my retirement in Kellys hands and I am very pleased with the outcome so far. Kelly and her team will make you feel like family and I would recommend her team to everyone.

Ian Phillips The absolute best customer service of any branch Ive ever visited! Been a PNC (National City) customer for 18 years. Have been inside numerous times and have always had a positive experience. Knowledgeable, efficient and personable staff.

Stacey Journell Informative, professional, and the owner is super sweet!! Highly recommend!!

Probably Drunk Look elsewhere for your investment and retirement planning services! With annuities and other illiquid investments it will be nearly impossible to get your money from these people!!! "Advisor" Bartley Gravelle is not helpful at all.

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.

Simone I cant express enough gratitude for the outstanding service provided by Patrick Yono. With his invaluable guidance and expertise, weve charted a path towards a secure financial future for my family. From the very first consultation, it was evident that Patrick was deeply committed to understanding our unique circumstances and goals. His personalized approach and attention to detail set him apart. Patrick took the time to thoroughly analyze our financial situation, patiently answering all our questions and concerns along the way. He presented comprehensive strategies tailored specifically to our needs, ensuring we felt empowered and informed at every step of the process. What truly impressed us was Patricks unwavering dedication to our long-term success. He didnt just offer quick fixes; instead, he crafted a holistic plan that accounts for both our immediate priorities and future aspirations. Through his insightful recommendations, weve been able to make informed decisions that align with our financial objectives, providing peace of mind for years to come. Moreover, Patrick demonstrated a remarkable level of professionalism and integrity throughout our interactions. He prioritized transparency and honesty, always putting our best interests first. Its clear that he genuinely cares about his clients well-being and goes above and beyond to ensure their financial security. Thanks to Patricks guidance, we now feel more confident about our financial outlook than ever before. I wholeheartedly recommend his services to anyone seeking expert financial advice and a trusted partner in securing their familys future. With Patrick by your side, youre not just investing in your finances; youre investing in peace of mind and prosperity.

Paolo Ranoso This was my first time buying a home/getting a mortgage. While I thought it would be a daunting process, Gigi Olegario helped me out through each phase and made everything very easy and understandable for me. She was always available and quick to respond. She also helped me lock in a great interest rate! I know this because I double-checked with other companies to be sure, and this was the real deal. She has a warm and caring personality and made the whole mortgage process an enjoyable experience.

Carmen Tirado I been with one main financial for 3 years,the interest are high but they approved a loan right away,plus,I open a account on Florida and the agents are very nice and understandable.❤️