Investing near Romeo, MI

6 locations found near Romeo
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“Very professional and they take their time to explain all options available. They set up a great retirement plan for my family and explain the changes in the strategy plan, as I get older. Lawyers to write our trust, CPA to do my taxes, and great financial planners. When I was getting ready to retire, I sat down and talked to 5 different financial institutions and I chose Hantz. After 3 years, I'm glad I did and I would do it again.”

5 Superb1 Reviews

“Don't often give these ratings on banks because I go to so many but... This bank is not only historical but very detailed inside if you look around (mainly up). They were very nice and helpful. Michelle Wilson was very informative and gave many options for my small business to thrive.Pros.1. Not packed - You can get in and out pretty quick most of the time.2. Multiple specialists - seems to always be more than one person in the office cubicles.3. Has weather covered indoor ATM 24 hours4. Front street and rear parking lot access for walkers or drivers. (Being downtown is important not to have to walk all the way around the building to enter it)Cons.1. Parking lot is very small2. Does not have drive-thru service”

3 Average9 Reviews

“Very goid and professional. My CFP takes the time to get to know you, what your financial goals are, how you are progressing towards goals, and go as recommendations to achieve these.”

4 Good3 Reviews

“Issues are resolved ... but I had a few issues at this PNC bank branch. My debit card number was stolen and was being used fraudulently, and it took a few visits to the bank and phone calls to their 800 number to stop the card from being used and to restore my funds. Then I had received poor customer service inside the branch on my last visit to close my account. PNC customer service did call me to me to make things right, and I appreciate that effort. They resolved my issues in the phone call and apologized for my poor experience a their branch. (I have not been able to confirm whether it is possible to freeze a debit card from PNC's app if the card is lost or stolen yet, but their customer service agent assured me it is there now.) I'm giving them 4-stars for their efforts to make things right, and for taking my poor experience seriously. My issues resulting from the original fraudulent charges are resolved now, and it seems that they value good customer service.”

2.5 Average11 Reviews

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