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Closed today
145 Rochdale Dr S, Rochester HillsClosed today
40701 Woodward Ave Suite 103, Bloomfield Hills“OWL handles my portfolio quite successfully with personal attention to my goals. Very good at communication throughout the year.“
Closed today
755 W Big Beaver Rd Suite 2020, Troy“Roffe' Hofmann is an excellent financial planner! He is not only a registered investment adviser but he knows how to explain things in a manner that is understandable and professional. I trust him explicitly!“
Closed today
5455 Corporate Dr #306, Troy“I have been with the Horizon team for over seven years. Alex and Ryan were the team when I started and have found them to be men of integrity and high moral character. Their word was their bond and they have followed through on everything they told me. It has been exciting to see their business expand over the years and it is now truly a one stop shop for Weath Management, Taxes, and Estate Planning. Not only are Alex and Ryan my financial advisors but my wife and myself consider them our friends. We recommend them to anyone looking for a Wealth Manager.“
Closed today
3310 W Big Beaver Rd # 137, Troy“I have been working with Trevor over a decade and I can’t think of anyone I would trust my finances with other than Trevor and his team!“
Closed today
3150 Livernois Rd #145, Troy“I switched from another company to Steve and my Money has been moving in the right direction ever since. So far so good.“
Closed today
2520 Livernois Rd suite a, Troy“Greg Hinkson and his team are the best around! From retirement planning to starting our sons’ 529s, they have exceeded our expectations and helped us every step along the way. If you are looking for someone who is trustworthy and honest, you have found the right financial advisor. The customer service is amazing as well-you are always met with a cheerful voice when you call or a timely response by email. We are thankful to have worked with Greg for the past 6 years!“
Closed today
50 W Big Beaver Rd, Troy“Great company, have done wonders for my investments. Very trustworthy and knowledgeable.“
Closed today
38505 Woodward Ave Suite 150, Bloomfield Hills“Very professional, helpful and caring people. They helped me a great deal with retirement estate accounts. I highly recommend them.“
“Cynthia was/is amazing to work with. If anyone needs any help with Medicaire decisions please call her first“
Closed today
5455 Corporate Dr Suite 100, Troy“I love them. We've been using them for 3 yrs and they are fast and extremely efficient. They offer financial advice also!“
Closed today
755 W Big Beaver Rd Suite 2050, Troy“The team at PFP is super knowledgeable, professional, and very easy to talk and connect with. They took the time to understand my financial goals and gave clear and honest advice on how to reach them. I have multiple accounts with their firm, and they are always on top of contacting me when it’s time to do quarterly check-ins to let me know how much financial path is looking. I highly recommend!“
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