Keywords: establishment,finance,point_of_interest

Aquest Wealth Strategies - Rochester (MI)

Address: 🏡 414 East St, Rochester, MI 48307
Phone : +1 (586) 731-6020

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJWcpWSBzdJIgRIDwRx7nILhA

Others Near Rochester,MI

Sapientia Private Wealth Management - Rochester
Thomas Ensign: When we retired, we rolled over our 401-k to Sapientia Wealth Management. We also sold our condo & moved to the west side of the state. We wanted to have some liquidity. Beth provided an investment strategy that provided both. She follows up with us and we receive a monthly print out of how our investment is doing.
Chief Financial Credit Union - Rochester Hills
Geraldine Wilson: On 6/2/23 I contacted CFCU’s main number and I spoke with your Customer Service Representative by the name of ‘Jose’. Jose was polite, helpful and took the time to address my questions and provide me with clear answers. It was a pleasure speaking with a representative who still understands the importance of “customer service”. Jose is a prime example of why members like me, love Chief Financial Credit Union! Thank you Jose for being so kind and such a pleasure to speak with.
Chris Demetral - Raymond James - Rochester
Taisir Eadeh: I have been with Chris Demetral for many years. An experienced advisor who provides advise based on our goals.
Kingsview Partners Rochester Hills Office - Rochester Hills
Morgan Stanley Financial Advisors - Rochester
Alex Tabacchi: I think one star is too generous. I cant recommend them, and would never recommend them. One day, ill detail what happened
Rochester Certified PA - Rochester Hills
a watkin: They are always very courteous.
Arrowroot Family Office (Formerly The Athena Financial Group) - Rochester Hills
Melodie Monahan: Two years ago Arrowroot was recommended to me by a trusted friend, and Im so grateful for her suggestion. Dan Casey is generous with his time, trustworthy, kind, and clear. I couldnt ask for a better adviser regarding my investments.
Fidelis Wealth - Rochester
Genisys Credit Union - Rochester Hills
Genisys Credit Union
Anthony V. Tuppins II: Ive been coming here for almost 7 years and they have never failed to have excellent tellers and wonderful problem solving skills, a great reflection of what a bank should be.
Mark Kaiser - Financial Advisor, Ameriprise Financial Services, LLC - Rochester