Top 15 Financial Advisors in Southfield, MI

Jerome Poole I had a rude experience from the store manager named Tanya and Stacy on Michigan in the city of Wayne how they are employed with one main I dont understand for they were totally unprofessional rude and downright ignorant I put in a complaint I called several times and never got an answer I left a voicemail stating someone would turn my call they never did I did find out Tina was the district manager but she was on vacation its sad that you have employees representing your company in this manner

Mike Bullion Dan, Ryan & their team have been excellent to work with. Our relationship started with a referral to them for some business consulting, They have done great for my companies, and that evolved into managing my personal investments. They have been transparent, professional & strategic.

Mark Labarge Very friendly staff

Daniel James Nicole and her team are fantastic. Cant thank them enough

Christi Graham I highly recommend Precise Financial Services for all your financial needs. I’ve come to her to get my 2018 and 2019 federal and state tax returns completed, and both times I’ve been satisfied. Sommer was not only very professional but also she was very knowledgeable in the field. She works hard to get you the maximum amount of money for your refund. She communicates promptly about your taxes and the status or any changes to them. I’ve dealt with many tax preparers in the past and I’m glad I finally found someone I can trust!!!!!

Joey Vanator Great people, easy to work with, and definitely looking out for my best interest. Switched to MDJ a couple years ago and now Id recommend them to anyone.

Karla For Your Consideration These people are like family. Larry Folmar has been taking care of my whole family’s finances for decades now. Stellar service, knowledge, and experience. HIGHLY reccommended!

scott After all the fees, the real interest rate was over 20%.

Michael Korte Ken was a very nice guy and was great to work with. He knows a lot about investing and it shows.

Keisha Simon Very informative She was very knowledgeable

Patricia Swafford She took my call and under a time and availability issue, she was able to help me get done what I needed to do, in a very timely manner! I appreciate her and her efforts to get my request completed!! Thank you so much!!

Keegan Moodt Thank you MDR Financial for the incredible service you guys have provided! From the moment I reached out to them, their team made me feel understood and supported throughout the entire debt relief process. They took the time to explain all my options, helped me understand how to regain control of my finances, and were with me every step of the way. Their professionalism and knowledge are top-notch. Thanks to their team I’m on the path to a debt-free future, and I can finally breathe easy again. I highly recommend MDR to anyone struggling with debt, their team is there for that and they do it well while making sure you feel well understood and represented.

Deep Wellness NOLA Above and Beyond is the best way I can describe my experience with Merritt Financial Services! They truly helped to get me on track personally and professionally. They assisted me with budgeting, tax issues, as well as plans and strategies for my business and family. The level of service was impeccable! They are responsive and thorough and scheduling appointments was convenient and easy. I was able to schedule appointments that were not too far out. My only regret is that I wish I would have found Merritt sooner!

Dave Meyers I have been a client of Jason’s for 10 years. I am extremely satisfied with the financial planning services he provides. His communication is spot on. He is also patient and professional when talking through any of my financial concerns. He has been instrumental in helping me make well-informed investment decisions and managing my assets effectively. He and Diana, his Operations Manager are extremely capable and supportive. I highly recommend their expertise to anyone in need of wealth management services.

Kyle Walker I have been very pleased with the planning provided by The Foundry Financial. Bryndon and his team take the time to educate us on the big picture of financial planning and actively listen to ensure the planning strategy fits our overall goals and objectives. They have great tools and resources so I can get an instant snapshot at one portal. In what seems to be a fast paced/confusing industry they cut through the noise to guide, prepare, protect and plan.