Keywords: establishment,finance,point_of_interest

Affinity Wealth Solutions - Ann Arbor (MI)

Address: 🏡 214 N 4th Ave, Ann Arbor, MI 48104
Phone : +1 (734) 769-1427

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJQyuarj2uPIgR_YSM0vd1-ac

Others Near Ann Arbor,MI

Baird Private Wealth Management - Ann Arbor
Probably Drunk: Look elsewhere for your investment and retirement planning services! With annuities and other illiquid investments it will be nearly impossible to get your money from these people!!! "Advisor" Bartley Gravelle is not helpful at all.
Stites Financial LLC - Ann Arbor
Nowakowski Pete (BRAG Ann Arbor): Rick Stites has wisely guided my financial planning for many years. Hes always responsive and eager to meet and discuss my goals and circumstances. Beyond that, they are excellent supporters of our charitable organization, volunteering and helping folks in the community. Thanks for your great work!
Timothy Roberts & Associates LLC - Ann Arbor
Ahzje Thomas: Working with Robert made filing taxes a breeze for me and my fiancé. He was very prompt and everything went through without any issues. His communication was perfect and he answered every question that we had! Thank you for the excellent customer service!
Foguth Financial Group - Ann Arbor
Public Financial Management - Ann Arbor
MD Wealth Management, LLC - Chelsea
Melissa Cuthbert: I would highly recommend their services!
Gold Star Mortgage Financial Group - Ann Arbor
Tianna Cooper: Nigel is the perfect example of excellent customer service, he made my home-buying experience better than anything I could imagine!! Ask for Nigel because he will give you the best experience, best price, best everything!!! Thank you again for helping me & my family find our forever home!!
Concorde Investment Services - Ann Arbor
Concorde Investment Services
Brenda Mata: Concorde Investment Services is truly exceptional. The team is dedicated, knowledgeable, and genuinely committed to delivering the best possible experience to the financial professionals they serve — and, just as importantly, to their clients.
Zhang Financial - Ann Arbor
Costello Financial Planning - Ann Arbor
Von Miller: My wife and I have been using Costello Financial Planning for almost 5 years now and have been extremely satisfied with their services. We have a fairly complicated financial life and Rob Costello has been a tremendous help in helping us organize all of the moving parts into a comprehensive financial plan to achieve all of our life goals. His services go way beyond just asset allocation and portfolio management. He is also very knowledgeable about estate planning, insurance needs, saving for college, business planning and retirement planning - and he takes a holistic approach to make sure that all of these areas work together. Rob is extremely friendly, a good communicator, and speaks TO us, not at us, or down to us. He takes the time to thoroughly explain the pros and cons of available options, gives us his recommendations, but allows us to make the final decision. And being a strictly fee-based fiduciary, we can contact him as often as needed and never have to worry about conflicts of interest or being pushed into investments that arent right for us. We highly recommend Costello Financial Planning to anyone looking to get their financial life in order.