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.

Having been content with my 457 Plan Management at Mass Mutual, I was disappointed with the forced…read moretransfer of my Wayne County Plan to Prudential. They were so difficult to work with, and I was so dissatisfied with their Reps, that I insisted on making a change. I was told by someone in authority at Wayne County that I could opt out of the 457 Plan, and transfer my assets to an IRA. I chose Charles Schwab - Great Choice! Although Prudential cheated me as I left by selling my positions w/o my permission, Schwab has proved to provide the perfect choice for me, given my Investment strategies, and level of knowledge. Now, I use nothing but ETF's. In 2022, I broke even, when the S&P was down almost 20%, and the SH inverse S&P ETF was my biggest profit-maker! As I approach my 75th Birthday, I've achieved a 13X, that is, multiplied my NAV by 13 times, from its low in March of2009! Never could have done that with either of the prior 2 firms. Thank you, Mr. Schwab!

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

I have shared numerous mutual clients with Jen Bessen over the last 13 years and have always had a…read morevery positive experience. Jen's clients really seem to love her and it's easy to see why. Jen has all of the qualities one would want in a financial advisor. She is personable, knowledgeable, hardworking and constantly evolving. She is also one of the small percentage of advisors that has earned her CFP. I highly endorse Jen Bessen for all of your financial planning needs! -Joe Coraci, estate planning attorney

Have been through a few financial advisors over the years and a decade and a half ago we found…read moreDavid. Always responsive to our needs and will explain "why" whenever you may ask. Makes personal visits if required and sometimes just to check in. We appreciate all David does and we recommend his excellent services with confidence.

From the owner: Alliance Advisors Wealth Management specializes in; Wealth Management, Investment Management, 401K…read moreManagement, 401K planning, ROTH Conversion, Financial planning for women, Income planning, tax planning, 401K rollover.

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.

Honestly, I can't say enough about how much we have enjoyed working with Nick. Nick has…read moreconsistently gone above and beyond expectations, always available, promptly returns phone calls, and gives excellent advice. He does more than what I would have ever expected from a "Financial Adviser". When Nick heard of my husband's passing he was one of the first to reach out, "Anything I can do for you, on any level, I'm here for you." Really? Who does that? And with every ounce of sincerity; he cares for more than my investments. I would STRONGLY recommend Center Street Wealth Strategies!!! Terri

we've been with Jen Bessen for a number of years and her advice and direction has been invaluable.read more

I have worked with Jen for some time now. She is very professional and caring in her approach…read more Always asking questions to help in planning my financial future. Always returns calls and follows through on our planning.

John Loveland is a great financial advisor. He is doing well with our investments, has a great…read morepersonality, and cares about his clients. He is down to earth and realistic. We really feel like we have a great ally in John.

Amazing Consultant for wealth and investment growth! Their personal and high touch approach is…read moreexceptional!

From the owner: Scott Smith Financial, Inc. was founded with the goal of assisting our clients in every aspect of…read moretheir financial lives. We've provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind. At Scott Smith Financial, we are proud to continue the tradition of providing quality financial and retirement planning advice to our clients; a tradition that started with Scott's father over 50 years ago. Scott's son, Bryan Smith joined the firm in 2013; continuing the tradition of family ownership, dedication to our clients and service to the community.