Keywords: establishment,finance,point_of_interest

Concorde Investment Services - Ann Arbor (MI)

Address: 🏡 3909 Research Park Dr Suite 200, Ann Arbor, MI 48108
Phone : +1 (248) 824-6710

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ9Z2DgZzDJIgRyGly-ozkTlE

Others Near Ann Arbor,MI

NHC Financial Accountants Ann Arbor - Ann Arbor
Dan: I had an incredibly poor experience with this firm because they dont care about their customers. Getting answers was like pulling teeth and they give poor advice when they do provide answers. Their "advice" cost me thousands of extra dollars to the IRS. It literally would have been better to set my money on fire than to spend it on NHCs "services". Feel free to find me and reach out for details and proof.
Wolverine Tax and Financial - Ann Arbor
Ih340 Y: This is by far the friendliest, most honest, and respectful firm I’ve ever worked with! The staff are incredibly kind and helpful, they always go the extra mile to make sure your needs are fully met. I highly recommend them!
Ann Arbor Group - Thrivent Financial - Ann Arbor
Jennifer Muller: Excellent service. Been with them for many years. Cathy is a terrific advisor..
Mind Money Balance | Financial Therapist & Wellness Educator - Ann Arbor
Mind Money Balance | Financial Therapist & Wellness Educator
Lauren Ranalli: Lindsay is an incredible speaker and financial therapist. Ive taken some of her webinars and heard her present a number of times. Shes so engaging and insightful! I also love her book, "The Finacial Anxiety Solution". Definitely a great resource.
Chad Nyitray - Financial Advisor, Ameriprise Financial Services, LLC - Ann Arbor
Raymond James Financial Services - Ann Arbor
James Wood: I am not a current RJ liens but was 2019. Trying to find my 2019 1099s but it’s impossible!!!!! HELP???
Money Source Financial Services Inc. - Ann Arbor
Money Source Financial Services Inc.
Patty Lady: Words can not express the level of expertise and confident reassurance I recently received with Tom and his whole team at Money Scource Financial Services. I personally have benefitted by their work on my behalf. I look forward to continuing to use them for all my financial business. They are a company that knows their business and cares for their clientele as individual.
Giniel Financial Group Inc, Ann Arbor Mortgage Broker NMLS #1475862 - Ann Arbor
Tahnee Talley: Josh was great to work with. It took over a year to find a house but he was available anytime I needed him. He explained everything thoroughly through each step and stayed in communication with me through the whole process. It only took a few weeks to close and everything went smoothly. I would recommend him to anyone looking to purchase a home.
World Financial Group - Ann Arbor
Abhi Paul: Changed my life and my family’s !
Merrill Lynch Financial Advisor Thomas Durocher - Ann Arbor
gail vandusen: Tom Durocher has been our financial advisor and broker for about 4 years. After my father passed away, I had some money to invest, primarily, to use for my grandchildrens education down the road. I turned to Tom for this task. My charge to him was to treat this money as if it were his grandmothers. He has done just that. Besides doing extremely well with my investment, he has become a confidential adviser and friend to us on many things ex:buy or lease a car, how to help and support my sister who was in financial stress, pay off a car loan or keep making payments, do we need long term-care, and most of all, a calming voice during great stress while we settled 3 messy estates. During that particular time he called us often just because he was concerned. He still calls to check on us and catch up which we really appreciate. Tom is wise beyond his years, and we trust him unconditionally. We feel very fortunate to have had him answer our random call to Merrill Lynch that day! If you out there are looking for an amazing financial agent, Tom is your guy!!