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    Morgan Stanley

    1.0 (2 reviews)
    Open 7:00 am - 6:00 pm

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    Financial Education Services

    Financial Education Services

    (1 review)

    I am writing to express my dissatisfaction with the UCES/FES staff in particular an agent by the…read morename of Hope Kulaszewski. On Thursday March 5, 2020, Hope Kulaszewski and I were on a social media forum called GroupMe and she and were having an exchange of words when she broke agent-client confidentiality and violated my Personally Identifiable Information by revealing in the very public forum of 154 people in her own words "your credit still sucks because you could not DIY (do it yourself). To express that gave the impression that she still access to my personal credit file, that she still had my Social Security number and could pull my credit report whenever she felt like it. I have not been a client of UCES since October 2019, so how would she know the status of my credit information if she did not have access to that type of information. I feel uneasy, disappointed and utterly violated. I contacted the person who brought her into UCES. His name is Shannon Lee, who then contact his Regional Vice President whose name is Johnnie Newsome. They both stated that they would reach out to me on Friday March 6,2020 and today is Wednesday and I have not heard anything from either party. I will continue to file my complaints until a resolution is made in this very humiliating situation. Who's to say that when she gets in a fit of anger won't do this to someone. This happened to me and I am deeply hurt by the lack of integrity, professionalism, discretion, morals and over all code of ethics this individual failed to display. This person is representing you UCES and I would think you would have acted quickly on this situation.

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    Charles Schwab

    Charles Schwab

    (1 review)

    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

    Fidelity Investments

    Fidelity Investments

    (2 reviews)

    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.

    Morgan Stanley - financialadvising - Updated May 2026

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