Financial Planners near Wyandotte

Financial Planners near Wyandotte picked by BestProsInTown

9AM - 5PM

440 Eureka Rd Suite B, Wyandotte
Key Concerns Inc Financial Planners

“Extremely welcoming. All of my questions were answered and I didn’t feel like I was a bother at all. I absolutely love this company and will continue to grow our investments with Erin and Jen!“

5 Superb2 Reviews

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0 Na0 Reviews

“Here it is. The VUL average return was below 4 percent although the guarantee was 4 percent Bill inflated the projection at every meeting around 9 percent for the entire time he Managed the account . Clearly a misleading tactic and lie so he could get his commission. I have all of his hand written notes for proof. Paper is proof. Someday it will catch up to him…………………………….shameful………………Ameriprise acknowledge the product he sold and managed performed poorly, yes I have that document to. The offices do not care he lied and refused to share any info with me. I switched advisors for a second opinion a d they said the offices locked them out of the account and they could not help. ……………….breach of fiduciary and contract all the way up the ladder………………………….. Bynum advised an 82 year single mother of five, worked 30 years, trusted him with her entire savings and he advised her out of 47,000.00. Yes forty seven thousand. What a lesson. Had to pick a star to rate and review. Zero stars and do not recommend. I'm filing a complaint with amerprise for a full investigation. See how they respond. Then securities and exchange and any other Avenue available. So be careful. This has happened with the Amerprise practice owned by William L Bynum, Trenton Michigan. He has crushed the family with his financial advising. Financial Advisor William L Bynum 47,000.00 loss in Trenton Michigan.As I pull teeth to learn . . . Stopped the bleeding at about 43000.00.Bill, I called and left message. We just want the money back . .Hey Bill,Even though Ameriprise refused to discuss the bogus VUL with us I think I finally put it all together. Now I know why you and Ameriprise are so defiant. I calculated that you and Ameriprise duped my mother out of over 454,400.00. This is based on your inflated calculations, hand waiving illustrations, and misleading sales tactics, refusal to share material facts, breach of fudiciary responsibilities and empty promises. Thats pretty outrageous . . . You are a very unethical human being taking advantage of a 70 year old retired woman. Everybody I talk to about Ameriprise seems to have the same impression that the Ameriprise corporate culture is unethical. Thanks for reinforcing this behavior . . . Someday, someone will reveal how you dupe people. I'll just keep sharing the story and eventually it will go full circle. Taking advantage and hurting people makes you a very very bad man. You have no right to do this to people that offered you complete trust.We are always here and willing to meet with you and Ameriprise in Southgate to discuss this entire financial flogging!I received a copy of your personal handwritten notes that prove he mislead us and lied about the VUL policy. I now have physical proof of your deliberate lies and the Ameriprise cover up. Collusion and fraud.“

5 Superb1 Reviews

8:30AM - 4:30PM

3133 Van Horn Rd, Trenton
JFR Financial Services Inc Financial Planners

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5 Superb1 Reviews

9AM - 4PM

2473 Ouellette Ave Suite 4, Windsor
Vision Wealth Consultants Inc Financial Planners

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0 Na0 Reviews

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0 Na0 Reviews

9AM - 5PM

2555 Ouellette Ave #200, Windsor
Simard & Associates Wealth Strategies Financial Planners

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0 Na0 Reviews

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0 Na0 Reviews

8:30AM - 5PM

1063 Erie St E, Windsor
ClearPath Wealth Group Financial Planners

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0 Na0 Reviews

11006 Allen Rd, Taylor
Amy Yesnach Financial Planners

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0 Na0 Reviews

9:30AM - 4:30PM

1399 Grand Marais Rd W, Windsor
Sandy Reagan: Financial Planner at BMO Financial Planners

“Excellent advisor, takes time to find out your goals and comfort zone. Does not try and get you to invest in anything you are not comfortable with. Has given me excellent service over the past several years. No hesitation in recommending her to anyone“

0 Na0 Reviews

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0 Na0 Reviews

9:30AM - 5PM

2680 Tecumseh Rd W, Windsor
Tony DiPaolo: Financial Planner at BMO Financial Planners

“Great service, always answers calls in a timely manner. Switched from TD to BMO just to work with him.“

0 Na0 Reviews

9:30AM - 4PM

243 Dalhousie St, Amherstburg
David DiMenna: Financial Planner at BMO Financial Planners

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0 Na0 Reviews

9AM - 4PM

2417 Dougall Ave, Windsor
De Thomas Wealth Management Financial Planners

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0 Na0 Reviews

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0 Na0 Reviews

9AM - 5PM

3939 Van Horn Rd, Trenton
SafeChoice Financial, LLC Financial Planners

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0 Na0 Reviews

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4 Good1 Reviews