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Lakeshore Financial Planning - St Clair Shores (MI)

Address: 🏡 23201 Jefferson Ave, St Clair Shores, MI 48080
Phone : +1
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJu4-N4EYoJYgRWzrnUfqNzh4

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Ben Cross: I met Mark from Bay Pointe Financial Management through a friend. After speaking to him a couple of times I could tell he was sincere and understood various different investment strategies, wasnt just trying to sell me life insurance. They are fee based and not commission based so the are aligned with their clients which I like. We came up with a plan to get my goals on track and he followed up with me to make sure that I was executing on the plan. We met several time during the day and in the evening. He always picks up the phone when I call. Id highly recommend Mark Pauwels and Bay Pointe Financial Management.
Michigan Insurance and Financial Services - St Clair Shores
Maya B: I’ve had such a great experience with this insurance broker. He will text me back even if it’s on the weekend, and he has found me the lowest rates while shopping around. He’s always professional kind and replies very fast I highly recommend him.
Christian Financial Credit Union - Harper Woods
Sebastian Courtright: We couldn’t figure out how to make my Zelle work for months and they spent their time to help me get it working after my email and phone number did not work. They found a way to help my Zelle finally work.
Michigan Schools and Government Credit Union - St Clair Shores
T Lynn: Its all lies they dont care about their customers at all. I have called several times and got different people. And its been nothing but crap. And no one has called me back. And they definitely dont answer their emails neither. And I was also lied to by one of the members of this bank
Edward Jones - Financial Advisor: Erin M Rohn, AAMS® - St Clair Shores
Lorna Stephens: Erin is wonderful. Kind, patient and extremely knowledgeable. She helped us understand things that we knew little to next to nothing about. All the while with respect and a caring that made us want to be friends with this lovely person. We would never go to anyone else.