Investing near Plymouth, MI

7 locations found near Plymouth

“We have been working with Bryan for many years and could not be more pleased. From his skill in managing our assetts to advisement on outside investments, his knowledge, communications and sincere care has been outstanding! Feeling blessed and optimistic to be affiliated with Bryand and his team into retirement and beyond.”

3.7 Good4 Reviews

“The staff here is really friendly. I was dealing with a frustrating issue with my PNC account (not this branch’s fault; more of a corporate issue) and I was greeted by Amna who assured me she’d look into it and fix it. Very friendly, super helpful, and I was all set within 10-15 mins. The service in this branch is wonderful.”

2.6 Average33 Reviews

“David and Amy are great to work with. My parents (and other extended family) have been working with David for 20+ years. I’ve been a client since 2013, and my wife just recently opened an account. As my financial life has gotten more complex David has been a great advisor to have in my corner.”

5 Superb6 Reviews

“I've been banking with this branch
28564 Orchard
Lake Rd, Farmington
Hills, MI 48334 for a while now
I had a wonderful experience at the bank today. The lady who helped me was very professional, polite, and patient. She explained everything clearly and made the whole process quick and easy. Her name is Nancy
It’s always nice to be helped by someone so friendly and knowledgeable. Thank you for your great customer service Nancy.”

3.4 Good34 Reviews

“Agi sudo was fantastic and she spent time explaining and provided a very good service.
I feel others and manager could be friendlier when they talk. It feels like they are there not for you but doing you a great favor if you ask a simple question.”

2.9 Average29 Reviews

“Having been content with my 457 Plan Management at Mass Mutual, I was disappointed with the forced transfer of my Wayne County Plan to Prudential. They were so difficult to work with, and I was so dissatisfied with their Reps, that I insisted on making a change. I was told by someone in authority at Wayne County that I could opt out of the 457 Plan, and transfer my assets to an IRA. I chose Charles Schwab - Great Choice! Although Prudential cheated me as I left by selling my positions w/o my permission, Schwab has proved to provide the perfect choice for me, given my Investment strategies, and level of knowledge. Now, I use nothing but ETF's. In 2022, I broke even, when the S&P was down almost 20%, and the SH inverse S&P ETF was my biggest profit-maker! As I approach my 75th Birthday, I've achieved a 13X, that is, multiplied my NAV by 13 times, from its low in March of2009! Never could have done that with either of the prior 2 firms. Thank you, Mr. Schwab!”

2.1 Poor8 Reviews

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