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Finance Advising reviews in Mount Clemens

  • A
    Krupp law Offices PC
    There is not one person in the entire office who isn't helpful and understanding. Krupp Law Offices and his team were able to help me through a very tough time in my life. They made it the entire process easy, and were extremely professional. I wouldn't recommend another law office
    - Delores T.
  • A
    HANTZ GROUP
    Hantz assigned a team to review all our finances and more. They handle our banking, our taxes, our investments, our retirement income, our estate planning and our insurance (home, auto, long-term care and umbrella). Our team had experts in each area who reviewed our status and made recommendations with numerous options which they took the time to explain thoroughly. After initial analysis and organizing, we now meet 3 or 4 times a year to review and revise if necessary. All this for a single annual price is a real bargain. It really helped us to get all our ducks in a neat row. We are very pleased with the service. We are now confident of our finances and our lives are organized better than they have ever been. And we have much more time to enjoy the fun in life.
    - David E S.
  • A
    Kennedy Financial Group
    Brandon and his team were very helpful. They confirmed all of our plans and has set us on a path to success.
    - Gary D.
  • A
    Primerica Financial Services
    Mr. Brumm was quite helpful in helping me understand the best approach to paying off my debt while still affording a house payment. He also taught me about the importance of saving for retirement while I am young. If you are at all concerned with getting out of debt or planning for retirement, I highly recommend meeting with a financial planner.
    - RENEE T.
  • A
    Clear Strategy
    I felt very at ease working with T.J.  He asked me all the important questions needed to help me in my situation.  I felt comfortable knowing he is more of a consultant guiding me down the right path, as apose to people I've worked with in the past that tend to recommend the same cookie cutter products to everyone.
    - Burton K.
  • A
    DFCU FINANCIAL
    I am more stable and financially prepared for down turns in the economy with Brad's advise. He even monitors and offers suggestions without hesitation.
    - NEIL C.
  • A
    Edward Jones
    Debbie returns my phone calls on the same day that I call. She will call me to give me updates on what the market is doing and she sends notes in the mail to explain things. She keeps on top of doing everything and I can always get in touch with her. She comes once a year to our house to go over our portfolio with us.
    - Evangeli s.
  • A
    HANTZ GROUP
    So far we are pretty pleased with them. Every year we do a check up to make sure we are meeting our goals and objectives. I would recommend them. They get good pricing since they are a group. They are very thorough in making sure we have the right coverage for our mortgage and car. They have their own lawyers that take care of the wills.
    - ROSEMARIE R.
  • A
    Merrill Lynch
    I have been using them for the past 25 years. They have given us pretty good advice. They have been very helpful.
    - Melanie K.
  • A
    Morgan Stanley Smith Barney
    It was easy to get a hold of him. He does not make me feel like what I was talking about. He takes my questions very seriously. He was very knowledgeable in his area. He does not pressurize me.
    - Norma M.
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Financial Advisors in Mount Clemens

Companies below are listed in alphabetical order.

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