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1. The Financial Planning Company - Royal Oak
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· 10 reviews
333 W 7th St, Royal Oak, MI 48067
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Paige Spearin: Brewster has helped me with my 401k planning for over 13 years. He is great to work with and an expert in his field. He made my 1 year old son a portfolio of stocks for his 1st birthday and I can't imagine a more special gift!
Fran Berry: I plan to use The Financial Planning Company for retirement planning and 401k advice in the future. I'm grateful for the financial consulting and investment advice that I received. I asked many simple questions and Brewster happily and patiently answered each one. Probably the best financial advisor (fiduciary) that I've ever had. I love his attitude, and the location in Bloomfield Hills by Telegraph and Square Lake is right on my way home from work. I feel at ease knowing I have a certified financial planner on my team. I would definitely suggest using this firm for any financial or investment questions.
Ian Sherk: I have been very happy with a 32% increase in my assets under management in the past 16 months. They clearly laid out the risks involved in my investment management choices & I picked a financial plan that worked for me.
Bruce: Way more than an investment advisor indeed. I am beyond pleased with Brewster's help as my investment fiduciary. Since hiring his investment firm to help invest assets I recently acquired, I feel such a sense of relief that he is watching my back and making sure I don't do anything financial stupid. He recently helped my husband and me with mortgage advice, and last year he did a thorough job weighing the pros vs cons of financing vs leasing a car. I loved his analysis and how clearly he wrapped everything up at the end. Kudos, I think the best investment advice I've even received.👏I haven't even mentioned what a fantastic job he does with asset management. I am a big fan of the thought he has put into the investment strategy and how plainly and thoroughly he explains things. This is the way business should be done. Money well spent.
Peterson Cullimore: Brewster has exceeded my expectations as a Fiduciary. Primarily focusing on my retirement, he has added a contemporary approach grounded in statistics to addressing my goals.
Byron Shecter: Brewster has done a great job helping me get my financial life in order. Had accounts all over the place and I'm happy with his work! Feel like we have a good game plan through up and down markets. Excited for the future!
Robin Smith: Brewster has been my fiduciary for over three years and has done an excellent job investing and managing my personal finances while helping me to have a clear understanding of his investment strategy. Brewster is extremely trustworthy and knowledgable in his execution of my financial plan and its tax implications. His fees are refreshingly affordable after years of large institutional advice! Highly recommend The Financial Planning Company. Win win win!
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Financial planner
2. Deller Wealth Management - Royal Oak
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· 7 reviews
418 N Main St STE 200, Royal Oak, MI 48067
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TLewis Detroit: David provided me with a lot of information in our short conversation. Though I determined that my assets were too small for him to manage, he was still willing to provide financial advice that will undoubtedly aid in getting me to the point where he will take me on as a client.
Brittany Beslock: David is very professional and knowledgeable. Always looking out in the best interest for my family. Love working with Deller Wealth Management!
Yeonhee Choi: My husband and I decided to work with Deller Wealth Management, which is fiduciary, as we got frustrated by the lack of transparency in the other financial company we had been using in the last 15 years.Deller was on our short list based on our research (incl. background check on the SEC website), and after we interviewed top candidates, we decided to go with David (Deller). And that was an excellent decision. After working with him for a while, we confirmed that David is extremely knowledgeable, hard-working, professional, and trustworthy. He has demonstrated his genuine interest in helping us secure and grow our financials by not only advising us on a variety of financial tips but also ensuring we take actions (often walking us through the detail processes whenever necessary.). We can feel that he truly works on behalf of us.
Grace Davis: Critical:ResponsivenessWent to office and it was closed. Couldn't setup appointment.
Joseph Kirby: Positive:Professionalism,Quality,Responsiveness,ValueDaivd has been a pleasure to work with. I'm amazed at how quickly he was able to help us get organized and on the right path. Very happy. Thanks, David.
Luke Barton: David is extremely knowledgeable, personable, and trustworthy. From our very first meeting I learned several strategic moves that we have since employed to set my family on an improved financial trajectory. David takes the time to understand your unique situation and is able to explain complex strategies in a way that is easy to understand. I would highly recommend David and Deller Wealth Management to anyone and everyone who may be seeking wealth management council.
Megan O: I had been meaning to write this review for quite some time now! David is a professional in every aspect of the word. I always felt my best interest was first and foremost, I cannot recommend him enough.
Cedar Neeley: Positive:Professionalism,ResponsivenessI've had the pleasure of knowing David for over ten years. He has always been and is a true professional. David is committed, trustworthy, and exceptionally smart. 10/10 would recommend.
Alli VanAntwerp: David is extremely knowledgeable and thorough in his explanations of our financial options. He has fantastic communication and always ensures we understand everything. We trust David to always do what is best for our financial future.
Daniel McLean: We retired recently and had numerous face to face and phone discussions with David Deller to allow him to put together a solid plan to protect our investments while still supporting portfolio growth. David was easy to talk to and we have been very happy with the results we have seen thanks to his guidance. David has worked for a numerous large financial investment companies and is passionate about the financial planning business. We would highly recommend Deller Wealth Management.
Brandon Pedersen: Positive:Professionalism,ResponsivenessDave really cares. He is willing to invest in me and my family. I am confident in our financial partnership and appreciate his counsel.
Paul D: Absolutely fantastic service. Highly recommended. David is a true subject matter expert. Far more transparent about pricing than other financial advisors so you know you're getting the best advice for YOU, not what's best for the advisor's commission. This advisor provides far more one-on-one attention than others I've used in the past.
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Financial planner
3. MassMutual Great Lakes - Southfield
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· 12 reviews
3000 Town Center #3100, Southfield, MI 48075
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Warcrftaddict: Terrible bank that won't give people their distributions
Andrea Lockhart: Beautiful office with great service and company culture!
Diana: Great culture and helpful employees! The company's mission, coupled with their Firm President and CEO's positive energy, exudes through everything their team touches. TMD!
Chad Miles: As a young professional, working at MassMutual Great Lakes has been an incredibly positive experience. From the energetic and dynamic culture, exposure to firm leadership, and professional mentorship and support, I can say my career has been elevated from my time here.
4. Wayne Phillips - Ameriprise Financial Services, LLC - Detroit
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· 1 reviews
1001 Woodward Ave Ste 500, Detroit, MI 48226
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Financial planner
5. Center for Financial Planning, Inc.® - Southfield
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· 2 reviews
24800 Denso Dr #300, Southfield, MI 48033
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Kyle Nickel: Positive:Professionalism
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Financial consultant
6. Godfroy Financial Limited - Windsor
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· 135 reviews
1304 Lauzon Rd Unit 3, Windsor, ON N8S 3N1, Canada
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Kathleen Sturba: Alynn is always keeping up to date with the market and education in order to serve her clients with exceptional advice and strategies to fulfill their investment goals.
Tony Zulian: Alynn is super knowledgeable and supportive. I recommend Godfroy Financial Limited for any of your financial questions.
Julia Laprade: Had a couple meetings with Aylnn and she has been fantastic so far. Very easygoing, straight to the point and has made this process extremely easy for someone who is terrible with numbers! Highly recommend.
Jasem 666:]: Positive:Professionalism,Quality,Responsiveness,ValueWe have been with Godfroy financial for several years now and have had a great experience with them. They are very professional, friendly and the service is amazing. We have nothing but great things to say about them and will continue going to them for years to come!
Karrie Koekstat: We’ve had the pleasure of working with Alynn at Godfroy Financial Limited for years. They’ve always been extremely knowledgeable and professional when dealing with them. We’re completely satisfied that Godfroy Financial will meet all of my family’s needs. Highly recommended
Stephen Hucker: Great people to deal with, very friendly! Would recommend to anyone.
Tammy Hunter: Alynn has always been a great help to me. Explains everything & advises me of anything that may be a better choice.
Michelle Bedore: Alynn went up and beyond to accommodate and assist with my father-in-laws debocle financial tax situation. She squeezed up in promptly to her schedule, slowly explained in terminology that my in-laws could understand, found the error that the other tax broker made within seconds and fixed the problem with ease and confidence! If you are looking for someone who truly cares about your financial and emotional well being, Godfroy Financial in Windsor is the place to go!
Alma Dona: Alynn is fantastic and extremely helpful and reliable. The work she puts into helping our family is very much appreciated. I would recommend her for all your financial inquiries in Windsor, ON.
Gladys Gapp: Alynn is super nice and very personable. She always gets back to me in good time, she is very knowledgeable and knows exactly what to do. I recommend her to anyone looking for a reliable and all around good financial advisor.
Nathalie Pelletier: Alynn has been my financial advisor now for 3 years and is exceptional when it comes to knowledge, expertise and customer service! I highly recommend her to anyone that is looking for any guidance or advise. Thank you Alynn for always being so available and providing me with the best service amongst any other!
Emily LaBute: Allyn has been my financial advisor for several years and has always been wonderful to work with! She is knowledgeable, prompt, and gives excellent advice. I cannot recommend Alynn and Godfroy Financial enough!
Sheri Gagnon: I don't feel like I'm going there and making a financial transaction. It's more like visiting a friend and taking care of my money at the same time. They take the time to explain things. And try to accommodate your schedule. Been with them for years and still very happy.
Robert Dahl: Very knowledgeable and friendly. This is what they do they know their stuff. Answered all my investment questions and retirement questions.
Kristin L: Alynn is fabulous to work with. She’s very knowledgeable and down to earth. We have complete trust in her from investments to completing our yearly taxes. Any time we have questions or need anything, she is very prompt at getting back to us.I would recommend Godfroy Financial to anyone looking for financial services and guidance.
Mitch Lang: My wife and I have had a great experience with Godfroy Financial and would recommend them to any young couple!
Stephanie Slipiec: We trust Alynn and her team with all of our financial needs - from taxes, to investments, to life insurance. Alynn is very knowledgeable, accessible and always willing to help figure out the best solution for me and my family. I highly recommend Godfroy financial.
Michael Coulter: Alynn has been working with us for the past 5 years doing our taxes she is great to work with and knows what she is doing. Call them or stop in you won't regret it.
Jayne Cichon: We have put our trust in Godfroy Financial for many years. The level of service is stellar and the expertise is amazing. They continue to exceed our expectations and assist us in our success.
Jill Bessette: I've had nothing but great experiences with Alynn!She's very knowledgable, personable, helpful, and easy to get a hold of. I wish I would have invested my money with Godfrey Financial sooner!
Katie Bezaire: We have been using Alynn for years for all our financial needs. Always friendly and there to help when you need it most. Very friendly and knowlegable staff also. Would know what to do without her!
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Financial consultant
7. Wealth Strategies Financial Group - Southfield
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· 13 reviews
2000 Town Center #1600, Southfield, MI 48075
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Laura Tas: Stellar service. Advisors who genuinely care about the financial and overall well-being of their clients.
Mark and Linda Smith: We highly recommend this 5 star ⭐️ firm. Our advisor was extremely professional and knowledgeable, he took the time to educate us and answer all our questions . We also had the opportunity to meet the CEO , Mike Amine and we were truly impressed with his passion and financial services experience. We now understand why his firm has a successful track record.
Melanie Landelius: Positive:Professionalism,Quality,Responsiveness,Value
Joe Roza: My guy Paul Carnahan is amazing. Not only a great guy but also hard working and professional. He actually looks out for my money, to the tune of doubling it in under a year. He’s always a phone call away and we even send financial articles to each other. I’m serious people, can’t make this up....the guy will treat your account like his own. Highly recommended.
David Samona: Positive:Professionalism,Quality,Responsiveness,ValuePaul Carnahan has been my advisor since 2016 he is loyal to me and my family dedicated he always keeps me in the loop on new strategies to grow my money and we have been extremely successful. I highly recommend.
K C: My husband Paul Carnahan has been with Wealth Strategies Financial Group for nearly 2 years. He loves the team work environment. He feels he has all the tools he needs to help his clients succeed. Plus, his clients are referring more friends and family than ever! Mike Amine runs a great Shop.
Jeffrey Schildroth: Great people and an awesome company!
stu w.: I met with Will O'Neil to discuss roth IRAs and nonqualified indexed annuities for protection in a "down" market. I was impressed and relieved to learn about Will's knowledge and experience working with these products!
Mike Achio: I think the 2 star review is a total hoax! Have been working with this company and one of its advisors for the past two years and it has been nothing but excellent. They are professional, educated, and definitely have the clients best interest. I would recommend this company to anyone.
Pete Sherman: Wealth Strategies Financial Group has provided me not only financial security, but they have armed me with knowledge! The team there has go above and beyond my expectations. I had always been a go with the flow investor and just invested my 401k into whatever funds my employer defaulted to. Since meeting with the team at WSFG and diversifying, I have seen exponential growth that has out paced the market average! I not only saw growth in wealth and knowledge, but understanding as well. I actually understand where my money is and why it is there. My advisor meets with us as often as I need and knows my family. He understands our plans for the future and works hard to help us meet our goals. I would highly recommend WSFG to friends and family!
Fran Pomerville: The personal attention my family has received with all our financial needs has been nothing but professional. Our advisor makes us feel as tho we are his only client. He is always available with the latest programs that fit our financial needs to reach our long term goals.
Stevan Micic: Great company!! Totally disregard the last review. I had a great experience with all WSFG employees in my past experience!
NinjutsuDensho: The high level person I talked to at this company didn't seem to understand even basic financial concepts. They drew completely unrelated & illogical correlations between things where there is no relationship. (Non-Sequiturs) Insert a heavy dose of their emotions, personal bias, and incorrect/outdated industry 'facts' and you basically have this company in a nutshell.
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Financial consultant
8. Edward Jones - Financial Advisor: John N Wood - Tecumseh
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· 7 reviews
9733 Tecumseh Rd E Unit # 4, Windsor, ON N8R 1A5, Canada
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9. TOPLINE Financial Advisors - Windsor
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· 11 reviews
2650 Tecumseh Rd E, Windsor, ON N8W 1G2, Canada
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Joe Bendick: My wife and I have been a client of Sean Middaugh at Topline for over 13 years now. We have never been anything but impressed with his professionalism, demeanor and his results with our investments. I would highly recommend his services to you, oh internet stranger reading this.
Dave Moore: Sean Middaugh has been our financial advisor for a number of years. He has always gone above and beyond our expectations with both his service and his exceptional advice. He presents our options in very clear terms and takes the time to get to understand our goals and aspirations before attempting to guide us along a successful path. My wife and I have complete faith in his character and his professionalism.
cassim parak: Very informative about market correction and inflation .Prior to this talk,I was always apprehensive about the market going into high gear,and worrying about inflation and market crash.I feel at ease since he had given us good advice on these two topics.Thanks.Cassim Parakl
Tracey Heslop: Very professional. Has our best interests in mind with all planning decisions. Pro-active with helping us achieve our retirement goals.
Ray Janisse: Great place to go for your financial planning and health/life insurance needs.
Leslie Lyder: We deal Sean Middaugh, he has helped us only go up in our financial status. He was so accommodating on meeting times and places so that he could benefit us. Thanks Sean !
edwin watling: Excellent care and planning for the future.
Derek Viselli: I look forward to hearing Sean’s thoughts, plans and advice at each meeting. I never feel pressured to do anything I’m not sure of financially. Sean is able to explain all recommendations throughly. I have confidence that I will be with Sean and Topline for years to come.
J Bennett: Always available and first class service! I use TFA for life and other Fincial needs. Definitely recommend.
Val Domingo: I am so glad to have found a dedicated and experienced advisor. Sean Middaugh is knowledgeable and provides a higher degree of service and transparency. He has provided a peace of mind that will benefit my family for ever. Thank you.
Sean Sinasac: Nothing but great things to say with my service from Middaugh financial. You can tell when people really care about you and your interests, and Sean definitely exceeded my expectations. He helped me with all my insurance needs both personally and for my business. He made it as painless as possible and actually saved my money from what I was already paying. Highly recommend him.
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Financial consultant
10. HANSON FINANCIAL GROUP - Tecumseh
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· 44 reviews
1610 Lesperance Rd, Windsor, ON N8N 1Y3, Canada
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11. Lincoln Financial Advisors - Southfield
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· 3 reviews
1000 Town Center 26th Floor, Southfield, MI 48075
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12. Northwestern Mutual - Dearborn Heights
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· 1 reviews
835 Mason St Ste A-100, Dearborn, MI 48124
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13. Network Financial - Windsor
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· 5 reviews
1855 Huron Church Rd Suite 800, Windsor, ON N9C 2L6, Canada
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14. Harvest Partners Financial - Allen Park
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· 6 reviews
7331 Park Ave, Allen Park, MI 48101
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15. Advance Capital Management, Inc. - Southfield
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· 6 reviews
One Towne Square Suite 444, Southfield, MI 48076
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16. MDJ Financial Services Inc - Southfield
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· 3 reviews
29100 Northwestern Hwy #120, Southfield, MI 48034
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17. Financial Services of America - Warren
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· 89 reviews
30500 Van Dyke Ave STE 800, Warren, MI 48093
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18. Fowler Financial Group Ltd - Windsor
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· 10 reviews
5161 Tecumseh Rd E, Windsor, ON N8T 1C3, Canada
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