-Corey Jones The OTA…read morecommunity in detroit I feel helps/motivates me to not only want to build my skill/confidence in trading but also being a better person/investing!

It's so exciting to be trained by professional traders who actually make money (lots of it) in the…read morestock market, futures, forex and options. I love that they teach designing your OWN trading plan specific to your situation, risk appetite, etc. And their trading strategy utilizes basic economics of supply and demand that anyone can understand. I know I am learning a whole new lexicon--it's like drinking from a firehose. But I'm willing to put into practice what they're teaching & hope to become a profitable trader in the next few months.

Professional broker service highly recommend this company been with them for 25 years Gary Manningread more

Questions on investments, managing money, planning for retirement? Come to this location!…read more Zoya was amazing to get us started with Charles Schwab. She walked us through the amounts of money we had in different accounts, what different investment funds we should consider, briefly discussed our future goals, and set us up with a financial advisor to further our investment strategy and plan. The Charles Schwab environment made us feel comfortable with the investment direction we are going in.

My husband and I are very happy with bloom advisers. They are super easy to get a hold of and work…read morewith your schedule. We have been working with them now for about five years. It's also a dun to attend some of the special events that they host for clients. Margaret and Sergio have been extremely helpful.

Always very friendly and knowledgeable. I recently opened an account there. My husband was in the…read morecar and unable to walk. The agent allowed me to take the paper work that needed his signature to the car with his drivers license. The transaction was very easy and simple transferring money from one credit to their credit union.

Greg LaVier has done our small business accounting, personal tax returns, and investments for many,…read moremany years. The office is open year round so he's always there if I need help. I wouldn't want to go anywhere else! S.K.

From the owner: Get the personal attention that you and your business deserve so that you can focus on growing your…read morebusiness. We offer professional services for all your business needs. G & D Accounting, Inc. provides payroll check computation and check writing, plus payroll tax return filings with the State of Michigan and IRS. We can wrap it all up for you at the end of your fiscal year by completing and e-Filing your Income Tax Return.Conveniently located with a staff of individuals who live in the community and care about your success. You want to know that you and your business are in expert hands. You want to work with a team that is willing to listen to and understand your individual needs. Contact us today.

We recently hired Fidelity Investments in Novi, Michigan. We settled on Kristin Dougherty, that was…read morea big mistake. We had several problems with Fidelity, from our pin on our debit card changing 3 times, which we never changed, to getting signed up for voice ID, which we never signed up for either. With all of these issues, I requested a meeting with our advisor Kristin to discuss, another mistake. Kristin was just going through the motions, wasn't interested in helping us, but during this process it became apparent that she didn't know how to operate her own company's website, constantly having to email people and text people to get the job done. After the meeting when I was walking out, she insulted me behind my back, calling me an unflattering name. I asked to speak with her manager, who looked into this unprofessional attitude and called me 1 week later saying that she spoke to Kristin and Kristin said and I quote". That wasn't one of my finest days " Really now, you insult a customer and that is all you have to say ? Our advice, if you have to use Fidelity, is to look for another advisor besides Kristin Dougherty. We found that she doesn't have a college degree, which in this industry is pretty much a must, plus she has an offensive way of trying to handle problems. One last thing about Kristin, when she talked with her boss, she said when I texted her that I ordered her back to the office via text message, not true and not only do I have the entire text chain that I had with her, but I also recorded our meeting in her office . Buyer beware, if you want a sales rep, which is what Kristin is, not really a financial planner, who insults you, and if you want somebody who cannot seem to navigate her own company website............she is your gal, otherwise shop around and get someone more professional.

Been a longtime customer of Fidelity.Marketing convinced me to schedule an appointment with a…read morefinancial advisor the Novi office.I showed up to the appointment only to find out that he had called up my account and anything less than 1 million dollars does not pay him enough commission.So this appointment was to inconvenience and humiliate me?I will soon be closing one of my Fidelity accounts.

During this time of financial hardship and difficulty we are grateful to Mi foreclosure loan…read moremodification for their assistance with our loan modification. They have also helped us come to terms with our HELOC. We are writing this in appreciation for all that your company has done on our behalf. Thank You Very Much" 5/19/10