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Finance Advising reviews in Rochester Hills

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  • Pat McFawn (owner) and Joe De Steiger met with my wife and I initially for for almost two hours to get to know us and understand our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our IRA and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large ocean. Plus, our investments were under performing the market enough that we needed to find another solution. McFawn is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat McFawn has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s, IRA's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to McFawn Financial Services.
    - George H.
  • He seemed to look out for our interest, he fixed question based on what our needs were and what were our capabilities of doing Retention ratio financially. He is also knowledgeable with what he does and I would rate his quality high since I’m not sure about his company.
    - Michele P.
  • Brandon and his team were very helpful. They confirmed all of our plans and has set us on a path to success.
    - Gary D.
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Financial Advisors in Rochester Hills

Companies below are listed in alphabetical order.

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