Financial Advising near St. Clair Shores, MI

6 locations found near St. Clair Shores

“Great Planning Services! I highly recommend Christine, very Professional - she asked thoughtful questions and understoond my concerns. I felt relieved to find my retirement will be great when I get there!”

4.9 Superb13 Reviews

“I didn't know what to do as I plan on retiring this year. I made an appointment with Tom VanDoorne Jr who gave me terrific advice after answering a few questions. I was worried that a financial planner wouldn't want to even talk to me as I don't have a great deal of money, but Tom treated me like a millionaire and with total respect! I will be contacting Tom again in a few months to have him handle my funds and help grow my account to allow me to retire with peace of mind. That alone is priceless. You can't go wrong to select Firma Financial Planning to take care of your financial needs!”

5 Superb32 Reviews

“Ian Cole was very professional, very honest he helped me open up a few accounts, made it very simple and easy. He’s always been really helpful when I had questions. I highly recommend him.”

5 Superb11 Reviews

“I've been a client for 16 years. The entire staff is knowledgeable and friendly. They have the services and knowledge of a large firm with the feel and comfort only a family business can provide. They make investing comfortable and easy!”

5 Superb7 Reviews