Total Financial Management 517 - Lansing (MI)

Kristin Clemens As a very small dealership in Ohio, every dollar counts. 1st Choice provides me with very reasonable fees. This helps me make every purchase count! My Territory Manager is top-notch, too - super easy to worth with and very approachable. I love that they do not cookie-cutter my dealership with anyone elses. We are unique people with individual needs, and 1st Choice treats me as a valued customer every time.

Charlie Thornbury Absolute great service. Very knowledgeable personnel. Happy to explain their advice ie how, when and why. I highly recommend this company for ALL your investment needs.

Christine Fecteau Great financial advice and planning!

Bill Clutter Shaun’s ability to listen to your needs and help develop a strong financial plan is what truly makes him a great mentor and coach

Sarah The Beyond Financial Team is fantastic. Daniel goes above and beyond! Great person to work with! I highly recommend!

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.