Find the Best 15 Finance services in Novi, MI

Becca Flores So delighted we went to this office to meet an advisor via zoom and in person! We worked with Ted Campbell who kindly shared his extensive experience and spent considerable time with us. I’ve been with Fidelity for years and l still learned so much! Ted is truly a valuable resource for anyone who is trying to leverage all Fidelity has to offer its clients. I recommend to anyone who is considering a new advisor to visit this location and ask for Ted!!

David Mcginnis People are so helpful and nice. We had Chris to help and she was great.

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!

Dorothy Najat Zaya is professional, prompt and friendly. She went over everything concerning my loan with me in great detail. Nothing was hidden. Najat made my loan process easy and short. Thank you Najat and CFCU.

stephen smith 25 years of providing excellent service.

Owen David and Patrice at DMCU were extremely helpful when dealing with an issue on a loan i hold. They made the whole assistance process easy and I had to worry about nearly nothing on my end, they went out of there way to provide great service when they really didn’t have to. Thanks guys!

Fred Grant Jen Bessen has been very easy to work with. Always offering suggestions. Has been an asset to my core group of advisers that I rely on. Team Player.

Marilyn Wootton Stopped at this DFCU location to pick up my DFCU calendar for 2025. The staff was pleasant and helpful. Ive been with DFCU since 1978 and have no plans to change my banking.

Alana Jarl I am feeling very secure with C2 Private Wealth. After attending the retirement education course and having a few meetings with Jake, I felt very confident with the education I received and the plan of action for retirement. I highly recommend taking C2 educational class if you are thinking about retiring in the near/far future. It is very informative.

Amir Makled I am pleased to extend my appreciation to Ray for his exceptional support in securing funding for my commercial building. Rays expertise, dedication, and proactive approach throughout the process were truly commendable. I wholeheartedly recommend Ray for his invaluable contribution to my success in that venture.

mark russell We have been working with Richard Paul and Assoc. for about 8 years. We have been extremely satisfied with the service we have received. We got some very helpful guidance with our finances as well as Social Security. They have been very responsive to our needs and concerns. We have been working closely with Rich Paul’s son Matt, and has been instrumental in steering us on a great path through our remaining years I would not hesitate to recommend Richard Paul and associates to anyone needing financial guidance.

Nicolas Gumina Could not have asked for a better experience. Justin was extremely thoughtful, listened to our specific questions and financial plans and gave tremendous insight. I look forward to a long partnership with Nemes Rush

Larry Paulson Have been through a few financial advisors over the years and a decade and a half ago we found David. Always responsive to our needs and will explain "why" whenever you may ask. Makes personal visits if required and sometimes just to check in. We appreciate all David does and we recommend his excellent services with confidence.

Pamela shephard My husband and I have been with Provident Investment Management for over 15 years. I was lucky to have joined a national non-profit educational organization, BetterInvesting.org., in approximately 2001. This organization operated as the headquarters for Investment Clubs throughout the United States and were an extraordinary resource/sponsor/educator for investment club members like myself that were determined to demystify and learn how to prudently and wisely invest our money. Each club met on a regular basis and established a club portfolio. It was through my membership in BetterInvesting.org. that I learned of Provident Investment Management (although then operating under a different name). One of the legendary founders of BetterInvesting.org had later gone on to establish Provident Investment Management. Based on research and all I had learned from active membership in Better Investment clubs, conferences, study and recommendations, after retirement, my husband and I decided to turn our investments and money over (for us a monumental decision) to Provident Investment Management. We did so because we decided their investment history and longitudinal RESULTS, their philosophy for investment, their deep-dive research, their personal attention to their clients portfolios, their stellar integrity and qualifications, and the small fee they charged for managing our investments, far exceeded any other companys resume and interviews we had undertaken. This financial decision has proven to be the best decision we have made over our lifetimes. Their investment results have far exceeded our expectations and any we could have made for ourselves. Their stock investments have resulted in a long, safe, satisfying and quality retirement. I would recommend this company to anyone that is interested in seeing their investments grow and prosper. The company is simply extraordinary.

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.