Financial Advising near Wyoming, MI

8 locations found near Wyoming

“I called the 800 number to try and get a mortgage and it’s directed right back to the bank where no one is available at Burton st location..I kept calling cause I thought it was a call center till the kind lady said it’s the branch..they get five stars still because the Plainfield location is stellar and this was just a phone prompt mishap,”

3.7 Good37 Reviews

“I have used Aim Financial for ten years or more now and have been completely satisfied by the service I receive. Aim Financial was recommended to me by a friend and I have been using them ever since. I highly recommended Aim Financial.”

4.8 Superb45 Reviews

“Dave Stanley is an excellent financial advisor. I would trust him with my life. He has done an excellent job, and I am thankful to have him give us advice about our finances. Not only is he a great guy he is a great Christian guy which means a lot to me.”

5 Superb15 Reviews

“Top notch service! I was having issues depositing some money orders into my checking account through the mobile app and stopped in the branch to see if they could help. The gentleman who helped me was so accomodating and patient with my request (since this branch is more for investment advice/ wealth management). Note: Any check deposits made here must go into your brokerage account. Then you'll have to move the money to your checking account online. Overall amazing, friendly, non-pretentious service. As a young professional/ investor just starting out I am so happy with the service Schwab offers. Staff here have the heart of a teacher and are so helpful. Thanks guys!”

4.7 Superb15 Reviews

“We had an incredible experience working with Victoria for our income tax preparation. She helped walk us through the options on how to maximize our deductions, and even helped us save money along the way. The process was very quick and efficient, and I was very happy with the professionalism and amazing service we received.”

5 Superb8 Reviews

“Great experience with Start New Financial. My debt was solved in less than 2 years, it was a total relief. Always had great customer service via phone, everyone I ever spoke to was patient and kind. Have recommended this service to various friends and family members going thru rough times.”

3.9 Good216 Reviews

“I have been working with Tri Found for 3 years. I appreciate the all in one concept of finances, legal, and tax expertise sharing the same office and meeting my needs in all 3 areas.Very easy to maneuver and the Team approach to my situation is appreciated.”

4 Good18 Reviews

“Superb Service every time I am in the branch. I am a frequent member almost in the branch daily doing cash or check transactions for my business and all the staff here as been incredibly accommodating & helpful. They all deserve a raise and a 1 year paid vacation to somewhere tropical! Especially Rachael, she the best! ?? Thanks!”

3.4 Good22 Reviews