Investing in Ann Arbor, MI with Ratings, Reviews, Hours and Locations

1
Fidelity Investments - 500 E Eisenhower Pkwy Suite 100

8:30AM - 5PM

500 E Eisenhower Pkwy Suite 100, Ann Arbor

“Soon after we retired, we approached Nate from the Fidelity AA office, intending to buy 2 large (relative to our modest nest egg) annuities. Nate politely talked with (not pressured) us about this and our overall retirement plan in order to get a clear understanding of our request and needs. He confirmed the reasonableness of our plan, which added to our confidence in doing this. And he did so without pressuring us to hire Fidelity to develop and execute a plan for us. Nate also explained to us that ILO of the S-T annuity a CD ladder would be a better substitute, since at the time CD rates were in the 4.5 to 4.9% range. He then explained to us how the CD-ladder works.Since these were big (to us) transactions they required a lot of paperwork and procedures on and outside of our Fidelity account. Some of these steps were complicated and not fully clear to us. Craig on Nate’s team did an outstanding job of guiding me through these steps in order to ensure our large annuities and CD-Ladders were purchased as we intended and with the optional riders that were valuable to us. He politely and thoroughly answered our questions.Both Nate and Craig seemed to be straight-shooters who did not pressure us or attempt to sell us products or services we didn’t request or need.”

4 Good17 Reviews

2
PNC Bank - 5490 Jackson Rd

9AM - 6PM

5490 Jackson Rd, Ann Arbor

“I’ve been banking at PNC for some time now and I am always happy with my experience when I leave. I was at the Jackson/Zeeb PNC yesterday and witnessed two customers being awful and rude to the workers. They were disrespectful and it was truly upsetting. Everyone is doing their best whether you’re short staffed or not and the workers were doing all they could to help satisfy everyone’s needs. I made sure to let the ladies know I appreciated their help and everything they do. BE KIND, it’s not hard. Thank you PNC workers for all that you do!”

3.7 Good20 Reviews

3
Charles Schwab - 760 W Eisenhower Pkwy Ste 150

8:30AM - 5PM

760 W Eisenhower Pkwy Ste 150, Ann Arbor

“I moved everything I held with Merrill Lynch to Schwab 3 years ago. Lost a few easily replaced services (like a Visa card) and stopped paying huge fees for similar usage. I'm very satisfied. Wish I'd moved 20 years ago. All the $ spent on ML fees would have grown and done me a lot more good.”

4.1 Good7 Reviews