Keywords: establishment,finance,insurance_agency,point_of_interest

Steven M. White Financial, LLC - Farmington Hills (MI)

Address: 🏡 25882 Orchard Lake Rd #203, Farmington Hills, MI 48336
Phone : +1 (248) 888-1010

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJzSo-Y92wJIgRAqEbqsFsK4Q

Others Near Farmington Hills,MI

Morgan Stanley Financial Advisors - Farmington Hills
A Benson: We have been working with our advisor for over 20 years and have had great results. Keith Kozak is very trustworthy and conscientious about the financial goals of my family. He is very responsive and has great customer service and has never made us feel like a question or concern is beneath him. I 100% recommend Morgan Stanley to help manage your assets!
Merrill Lynch Wealth Management - Farmington Hills
B. Smith: Been using them for years. No issues. All pro level advice.
Glanz Wealth Advisors - Ameriprise Financial Services, LLC - Farmington Hills
Gail Trubow: Larry Glanz has to be the kindest most generous broker doing business. He has all of the characteristics I clicked above, as well as someone looking out for the best investment, but he is so much more. He has taken care of my sisters investments for many years and in the process has added many benefits at no cost that are outside of the normal services of a broker. He cares deeply about all of his clients and just now when I phoned him he expressed his deep concern about her health - as he always does! In the Yiddish language, there is a word that describes him, the word is Mench - a good person. For someone in the business of money, he is a rare find: caring, warm, funny and someone you want to be around for his innate joy and love for living. I am deeply grateful for his being part of my life. Gail Trubow
Senior Financial Center - Farmington Hills
Rick Hoffman: Retirement is a very scary thing to do these days. My Husband and myself meet Charles and David Bartman at one of the many summaries we went to. We were on the hunt to find a good financial advisor. We choice the Senior Financial Center because David Batman was very knowledgeable about investments and how to make our money grow. We have meet with David several times and we already feel welcomed by everyone in his office (they are polite- friendly). We trust the Senior Financial Center with our retirement investments. You will not be disappointed if you choice David Bartman, you can retire knowing they have your back.
Focus Partners Wealth - Farmington Hills
Ginny: In all transparency, this is a very early review, but it feels justified. Bradford has been a complete pleasure to work with. As a young investor with a smaller amount of assets to offer to manage, I didn’t expect nearly the attention he’s given me, or the time he’s been willing to spend with me to help me learn. Aside from his 15+ years in the field, the firm’s principals are CPA’s with combined 50+ years tax/finance experience. As a CPA myself, I can vouch for the value of the combination of finance and tax knowledge the firm offers. I would highly recommend working with Bradford, or likely anyone at the firm.
Financial Architects, Inc. - Farmington Hills
Karyn Haas: Financial Architects is a very reputable and successful wealth management company. I selected them to manage my financial portfolio over 15 years ago and have been very satisfied. Chris Cousins has a strong level of integrity and all of his employees work closely with their clients to understand their needs. Both Chris and Cliff Robison has worked closely with me to help me achieve many dreams. I highly recommend this company.
Palladium Financial Group, LLC - Farmington Hills
GreenPath Financial Wellness HQ - Farmington Hills
Shannon Marcera: Normally I have very positive things to say. However this company has taken a turn. This women was so short with me on the phone, even question me about my debt saying something is not adding up here listen if I didnt need the help I would not have called and if I wanted to be spoken down to, talked over or mistreated I would have called someone else. This is the WORST experience I have ever had... Thanks but no thanks if this is your company now I have no need for your help... Thanks but no thanks...... No longer a customer
Arrow Financial Group - Farmington Hills
H W Kaufman Financial Group - Farmington Hills
Eduardo F. Braley: Working with H W Kaufman Financial Group has been a game-changer for me. Their team is exceptional and truly cares about their clients needs. They took the time to understand my unique circumstances and found a policy that met my specific coverage requirements. I was impressed with their attention to detail and their commitment to ensuring that I was fully informed throughout the entire process. What I appreciated most was their exceptional customer service - they were always available to answer my questions and concerns and went above and beyond to make sure that I was happy with my coverage. I would highly recommend to anyone in need of insurance services!!!