Find the Best 18 Finance services in Troy, MI (Part 2)

Loreta Soriano good

Linda T Im pleased to recommend Mike Coffield (he is my financial advisor at Ameriprise). I appreciate his depth of knowledge, integrity, and excellence in providing the best strategies to meet my financial goals. I have recommended him to friends who are now working with him!

mike Excellent Financial advisors. Been a client for years

Chris Hawkins Grateful for 8 Years of Guidance: Weve been with Kennedy Financial since 2017, and looking back, were genuinely grateful for the role theyve played in our financial journey. It wasnt just about investment returns - it was the peace of mind, the thoughtful advice, and the way they always made us feel cared for and never rushed. Steven in particular has been a steady voice throughout every question we had - and we had plenty! The trust we built with him and the team over the years gave us the confidence to eventually step into managing things on our own. That wasnt an easy decision - and honestly, thats a credit to how much we valued the relationship. We highly recommend Kennedy Financial to others and wont hesitate to return if we ever need someone in our corner again. Great people, solid guidance, and a team well always speak highly of. - Chris & Janan Hawkins

Mark Ebben Excellent PERSONAL financial planning!

Donald Covington I switched from another company to Steve and my Money has been moving in the right direction ever since. So far so good.

Kevin Lopez I had a fantastic experience working with Reliance Financial Group Inc. The entire team was extremely professional, but I especially want to highlight Rohit for his outstanding service. His communication was top-notch throughout the entire home buying process. He was always available to answer questions, explained everything clearly, and truly made the process stress-free. His professionalism and dedication to helping clients succeed really stood out. Highly recommend Reliance Financial Group and Rohit if youre looking to buy a home!

calvin P Ted Drussel took the time to help me get my account ready for tax time. Everyone could not have been nicer. The wait time was minimal & the parking garage was convenient.

Joi Love They claim you dont need a mortgage to get equity loan but not willing a give a loan with a home paid off because they claim I had the house too long. As if I dont know under a year theres not much equity been accumulated yet. .

Phil Clark First class service. Personal attention. Genuinely interested in your investment success. Highly recommend.

anthony taylor My name is Anthony Taylor , I have known Ron for over seven years, Ron has given me the best advice anyone could ask for. Not only have i done business with Ron but so have my family members and friends. Im not one thats quick to introduce my family and friends to anyone Im doing business with but I could not wait to introduce them to Ron. He is fair and informed. Im doing well in my retirement because of my investments with Ron. Way to go!!!

Kristy Keller Great ongoing experience with LaMacchio Financial Group. Expert guidance delivered in an individualized, personable, effective, and timely manner. Look no further and confidently appreciate Solomons commitment to your specific dreams and priorities. Thanks to Solomon and the group for becoming our trusted partners!

Rob Oikarinen Amazing experience!

B Rudd We had a family member pass on Set 25th, 2024. She had an account working with the Morgan Stanley branch in Troy. The account was set up as "Transfer on Death" to myself and two of my sisters. We were told it would take a few weeks before we would get our checks. It just arrived in the mail this week, five months later. It wasnt a large amount, $30K total, and based on that, and what happened, I assume they gave it to the most junior person they had as a learning exercise. I dont know if he was like a high school intern or some VPs nephew but the impression he gave was that this was all new to him. We were told the delay was because one of my sisters was slow to respond. We were told there was nothing Morgan Stanley could do, because they didnt want to be sued by anyone. We were told that Morgan Stanleys hands were tied if one of the parties involved doesnt respond. After several phone calls and weeks of waiting we were told that each of us would have to submit a signed affidavit stating Morgan Stanley would pay out the money. So by now its November 29th, but we assume now it will just take a couple of weeks. More time passes, more phone calls. Now its January and we are told that more forms were needed to be filled out and signed, including one to set up a Morgan Stanley account. Now we find out that one of the forms can be filled out electronically, another needs a hand signed hardcopy. There was nothing in the instructions about this. More phone calls. Finally Morgan Stanley says they will send out the documents that need to hand signed overnight. It seemed that we were blazing a new trail and none of this had ever been done before. Every time there was a roadblock, the MS people would seem astounded. If there had been millions involved, I would have assumed they were delaying intentionally so the office would continue to manage it as long as possible. Since it wasnt a large amount, we assume they just didnt really care about us and by asking for the money we were being a nuisance. There was more problems trying to get the Morgan Stanley account but finally everything is set. We see on the account that the stocks were transferred, then sold for cash and a check was cut on Feb 6th. The check arrived in the mail on the 12th. After all that I waited for the check to clear before leaving a review. Bottom line, if you arent a big customer, assume you will be ignored. If you have lots of money, they might actually try to accommodate you, but why would anyone want to get involved with an office that doesnt care about some of their customers? Now I just have to figure out how to delete that Morgan Stanley account so they dont hit me with some kind of fee. I will never do business with Morgan Stanley again.

Cari Olekszyk Pete has been tremendous helping us confidently prepare for our retirement. His knowledge and advice are so valuable especially navigating through uncertainty. We couldn’t be more satisfied with our Modern Wealth Management experience.

Camelia Ciobotaru My husband and I have been Dan Stavales clients for 17 years and are very satisfied with Dan and Paragon Retirement Planning Inc. The services Paragon provided aligned with our financial goals. We discussed the investment strategies and products, and the communication has been great always.