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Recent Finance Advising Reviews in Rochester Hills

  • 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
    Fifth Third Bank - Novi
    Their customer relationship is just over the top. They are willing to do whatever it takes to makes us happy. They provide all the information on everything that we ask them for. Their interest rates are wonderful. There are good with bundling our mortgage, car payment and whatever we need. They are just an excellent bank.
    - Sarah T.
  • 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.
  • A
    Wunderlich Securities Birmingham
    It's been very good. The adviser that we have been working with pays very close attention to our accounts, he's in contact with us multiple times during the month whereas larger corporations that we were involved with before we heard from them once or twice a year. We are very pleased with the attention that we get from them and the service that they provide. I am satisfied with the price.
    - cheryl b.
  • A
    Mdj Financial Services
    This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
    - Lisa L.
  • A
    Raymond James Financial Services Inc
    I have been using them for 8 years. He charges 1% of any money he is managing. I think he is very honest and detailed. He is not out to sell you the hottest thing at the moment, he is more interested in long term retirement planning.
    - Carol H.
  • 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
    White House Financial & Investment Solutions Llc
    I am retiring from a large firm and they worked with me to transfer my savings and retirement $ to a structured plan that will allow me to meet my goals.  They were attentive, listened to me, and will continue to work with me going forward.
    - Samuel R.
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Financial Advisors in Rochester Hills

Companies below are listed in alphabetical order.

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