Keywords: establishment,finance,point_of_interest

William Fay - Financial Advisor, Ameriprise Financial Services, LLC - Novi (MI)

Address: 🏡 43155 Main St #2200a, Novi, MI 48375
Phone : +1 (248) 703-4601
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJE6PHxoOvJIgRwuuqW7yCS1Y

Others Near Novi,MI

Anthony Caruana - Financial Advisor, Ameriprise Financial Services, LLC - Novi
Kenneth Osler - Financial Advisor, Ameriprise Financial Services, LLC - Novi
Michael Hycki - Financial Advisor, Ameriprise Financial Services, LLC - Novi
Michigan 401(k) Consultants & Private Wealth Management - West Bloomfield Township
Zhang Financial - Bloomfield Hills
Yolanda Ludington: Ive been a client of Zhang Financial for many years. I have received better than benchmark returns with the lowest fee structure while staying in line with my overall financial needs. Long before I ever knew Charles and Lynn Zhang, I had dealt with financial firms and banks in the metro Detroit area to handle my irrevocable trust and revocable trust. None have ever provided the level of all-round exceptional service that Im receiving with Zhang Financial. My portfolio is routinely reviewed and refreshed. Any life changes, tax issues or legal trust issues that concern me are addressed. They house a talented team that proficiently handles all my account requirements. My needs are always the first priority. Zhang is a Fee-Only firm, meaning that the only fees taken are a percentage of your assets. Thats what you should look for in a financial firm. Fee-Only firms are not the same as Fee-Based firms. Fee-Based firms can take a percentage of your money and are also allowed to get kickbacks from funds they put you in. A major conflict of interest. Ive always been a stickler on fees, whether upfront fees or internal fund fees. Zhang provided me the lowest fees in both areas while best addressing my financial goals. One of the things that first impressed me when speaking to Charles was his ability to meticulously choose funds that run the lowest internal fees with the highest performance on returns. Throughout the years they have earned my respect and admiration. I have complete trust in them. Zhang Financial is the epitome of what a financial firm should be. Barrons and other reputable sources have made no mistake in putting Zhang Financial at the top of their list!
Blue River Financial Group - Bloomfield Hills
Elisha Abbott: I recently worked with Blue River Financial Group and was blown away by the level of service and expertise provided. From the initial consultation to the final deliverables, the team at Blue River was extremely professional, knowledgeable, and helpful. They took the time to thoroughly understand my situation. I was particularly impressed with the teams attention to detail and their ability to explain complex financial concepts in a way that was easy to understand. They were always available to answer questions and provide guidance, and they went above and beyond to ensure my complete satisfaction with their services. I highly recommend Blue River Financial Group to anyone. Overall, an excellent experience!
InvestWise Financial LLC - Bloomfield Township
Kathleen: I am so happy I thought to share my experience. Having James Uh as my financial advisor has made me much more confident about my financial future. I had been a poor planner and I had so much anxiety thinking about it. James was very knowledgeable, kind and professional and put me at ease. I appreciated how patient he was when I had multiple questions. His assistant, Vanessa, is always helpful to me when I call with any questions. Great resource for financial planning!
Equity Planning Group, Inc. - West Bloomfield Township
K M: Scott is the man. He’s thoughtful, communicative, and responsive. He’ll answer any silly or novice question I have with a comprehensive responsive and well laid-out plan. And the best part is, he actually cares enough to inquire about my personal life and hash out financial decision-making tailored to it. Scott is the best and would strongly recommend hiring him for your financial planning needs!
Core Financial Planning, LLC - Bloomfield Township
Thomas Financial Company - Bloomfield Hills
brian granader: I’ve worked with Brad Thomas for many years and he always gives great advice. My investments are safe with his guidance.