Financial Advising near Grosse Pointe Woods, MI
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5 locations found near Grosse Pointe Woods
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20879 Mack Avenue Suite 5, Grosse Pointe Woods MI 48236
“I want to single out Dre at Charles Schwab for his outstanding customer service. He said he was in Eastpointe, MI. I could not find an office there on Google Maps. Dre was EXTRA helpful. I have spoken with 3-4 Schwab agents now. Dre stands out. I explained my needs and goals. I needed to sell. I explained that my mind works a little different from other folks and sometimes I understand things super fast and other time it takes me a while to process. Dre offered to jump on my session and teach me how to do accomplish what I needed. He stayed with me for the whole ordeal. AND THEN he helped me get prepped for the tasks I need to do tomorrow. If I were a hiring manager I would provide compensation to Dre to show how valued he is and to make sure I retained him. Excellent job, Dre.”
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1610 Lesperance Road, Windsor ON N8N 1Y3
“I have been very happy with the services provided by Anthony and Nick. I'm fact, so happy that I have referred them to Family and friends. A family owned and operated business that really listens to their clients! ❤️”
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27739 Jefferson Avenue STE. 103, St. Clair Shores MI 48081
“Great Planning Services! I highly recommend Christine, very Professional - she asked thoughtful questions and understoond my concerns. I felt relieved to find my retirement will be great when I get there!”
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21115 Mack Avenue Ste 200, Grosse Pointe Woods MI 48236
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2650 Tecumseh Rd E, Windsor ON N8W 1G2
“Very informative about market correction and inflation .Prior to this talk,I was always apprehensive about the market going into high gear,and worrying about inflation and market crash.I feel at ease since he had given us good advice on these two topics.Thanks.Cassim Parakl”
