Keywords: establishment,finance,insurance_agency,point_of_interest

Drea Howland: Primerica - Financial Services - Shelby Township (MI)

Address: 🏡 51543 Van Dyke Ave UNIT 1A, Shelby Township, MI 48316
Phone : +1 (248) 499-5267
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJQzaj3T7BJIgRuVbndCPsKwM

Others Near Shelby Township,MI

Genisys Credit Union - Shelby Township
Jessica Day: I had an unpleasant experience here my very first time in this building. I advised the front desk guy with dark hair and glasses that I wanted to cash my check with a smile and I was very nice about it. He greeted me in a very nice tone and was eager to help however he stated to me “ I’m sorry you have to have an account with us to cash a check.” He then double checked with his colleague who had blond hair & she smiled & re-assured him. Of course I wasn’t distraught behind their policy I was fine with that. But if that’s the case why didn’t they ask me if I wanted to open an account and then the woman leaned over very slightly and saw the writing/coloring and said oh it’s from the treasury that’s a refund. She assumed because it was tax time that was my refund, little does she know that was some of my 401K from my government job. As a federal IRS employee I am truly disappointed at my experience, I left feeling slightly embarrassed by this, they assumed since I was a young woman of color wearing sweats that I wasn’t worth the ask I guess. The team there needs sensitivity training & to promote the brand itself better.
Tyler Prisby - Thrivent - Shelby Township
OUR Credit Union - Shelby Township
Linda MacLennan: My husband Ron recently went to the Shelby Twp Office to make three different payments. After leaving, he attempted to open his car but the key fob would not work. The three ladies at the branch all tried to assist as one even went out in the bitter cold to help! Finally, after a half hour, one of the ladies was able to get it to work for him. This brings customer service to a whole new level! The staff there is always friendly and professional!
Complete Financial Planning - Flint
Mike Rogers: Our family has used Robert Wright of Complete Wealth Advisors for several years. We have found "Bob" to be a true professional and an expert in the field of Financial Planning, including investments, social security and estate planning. We highly recommend Robert Wright of Complete Wealth Advisors.
Snider Financial - Flint
John Cote: Snider Financial is a full service financial advisor with over 30+ years of experience in personal financial advising, business advising, insurance, and succession and estate planning, Very high integrity, trustworthy and professional. Highly recommended.
Financial Plus Credit Union - Flint
Sonya Kirkland: Morgan is amazing! She helped us with all of our needs. We are an older couple, that really are not use to dealing with banks or credit unions. She was so patient with us and our lack of knowledge. She makes you feel like you are the most important person in the building. You can just tell that she loves her job, and loves working with the public. Thank you Morgan!
Alliance Financial Group Inc - Flint
Rosemind Taber: Great tax service! He is efficient and super polite/professional.
Wells Fargo Advisors - Flint
Dort Financial Credit Union - Flint
Alice Millstead: DFCU has been so great to work with My Husband started there when he was a over the road truck driver so his checks could be put right in the account. I have been with them over 30 years now. Everyone is always helpful.
Bridge Wealth Management - Flint
Jerry R: I have been working with Bridge Wealth Management for the last 4 years. Alex, Tim and Rosemary do a great job handling my investments and are always looking to find ways to make my money grow. I am confident in their abilities and highly recommend this company!