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Finance Advising reviews in Southfield

  • 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
    American General Financial
    Within the first month I received a statement about my account. It was very detailed and had clear explanation about my same as cash instruction. I was very pleased that the detail was clear and no hidden agenda was in the small print. I paid it off 3 weeks early and within two days of mailing my check and called them by phone and they verified my balance was zero. They were prompt and efficient.
    - PATRICIA W.
  • A
    LPL Financial - Farmington Hills
    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.
  • 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
    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
    AIP GROUP
    Brian Kurtz was very helpful in planning for my surprise retirement. He gave me options and suggestions but left the final decision up to me. I did not feel pressured. He also handles my husband's annuity and IRA and my husband is very happy with him. I suggest that you talk to Brian if you are considering retirement and would like to know your financial options.
    - Linda S.
  • 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
    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.
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Financial Advisors in Southfield

Companies below are listed in alphabetical order.

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