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.

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.

I can't recommend Jon Hodge highly enough.He has always been straight with me with no double speak…read more His knowledge of the financial world has helped understand the ups and downs of the stock market, and he has explained and has taken time when we met, and I never felt my appointments were rushed or I was under pressure during our appointments to cut them short or invest in stocks. More importantly, his guidance has been great in helping me to understand how to manage my money and achieve my financial goals. He has reached out to me many times to talk about my investments. It's always clear to me he genuinely cares about his clients' well-being.I am a small investor and he has always treated me in a first class way. I also want to mention his assistant, Jan. She's always been incredibly nice and reliable, making my interactions with her very positive.

Professional in appearance and performance. Friendly and considerate staff. Quite thorough in…read moreanalysis of proper investment strategies for our family. We have been associated with several investment businesses in the past and are most comfortable with this firm. Have recommended Jonathon and his firm to others.

What can I say. I've been with this company over 10 years, originally with Tradeking and then when…read moreit changed hands to Ally Invest. Customer service, tech support and using the app has been seamless. Stock trading has never been so fun and easy. That is, until this past year. 4 months ago I attempted to open a traditional self-directed traditional IRA online. After entering all of my information and submitting I received an error message. I tried different browsers, called Ally Invest, And nobody could figure it out. There was clearly a bug in their website. So they mailed me forms, I sent them in, no response. After 3 and 1/2 months of bad communication and never fixing the bug on their website I finally had an IRA account. But nobody even told me, I just noticed it one day. Well I chalked this up to one bad fluke in the website. I had my retirement company make out a $400,000 check to Ally Invest to put in my IRA. Then when I signed into my account they had a couple new consent forms which I agreed to end signed. But then the error message, "We are unable to process your request. Please call us 24/7 for help." I made multiple calls and spoke with different representatives And no one could help. When I asked to please speak with tech support I was denied. They said, we just don't do that. After going back and forth the representative finally said that tech support just couldn't comprehend the issue. They said they would submit a ticket and look into it. Bewildered I asked to speak with the supervisor in the representative said, "we just don't do that. I will submit a ticket and a supervisor will contact you within 24 to 48 hours." Well it's been 3 days now, I have no access to my accounts on my phone app or my computer. I have not heard from a supervisor or anyone else from Ally Invest. I can only assume that no one is calling me back and that at best, it will be 3 1/2 months before I can access my accounts. Oh wait, the representative said I can access my accounts. I just need to call him. Really! Well I've shredded the $400,000 check to Ally and had it made it out to Fidelity. And btw it took me no more than 30 seconds to create my traditional self-directed IRA on Fidelity's website. I submitted a request to have all of my funds transferred from Ally to Fidelity and today I finally get an email from Ally, "We received your request for an outgoing brokerage account transfer and it is currently under review." So what used to be my dream has turned into my worst nightmare.

Never fails to dissappoint. Called one hour ago. Spoke to…read moreone rep. He put me on hold, 30 minutes ago. I am now on hold, on two phones, first phone 1 hour and counting. 2nd phone, on hold, 30 min and counting. Your welcome. You'd think by now (2024) this wouldn't happen, but, it's a real thing.

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.

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.

Yes, I would recommend this company. I've been having to put my money in here from my work. I don't…read moreknow a darn thing about it. I got fired and I wanted my money and they gave me no problem at all. I just had to pay the taxes and they helped me all the way and now I can pay my bills. It was pleasant.

SCAM ALERT!!!! -$35 Fee per option contract auto liquitdation upon expiration! Position Balance…read morebased off min Bid instead of last sold... causing low liquidity options to show huge loses in your account. Cust service sucks. Min 2 weeks- 1 month + on EFT deposits. unless you setup direct deposit thats instant. Lots of stocks untradeable(restricted).

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

-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.

Ken Wink and family are truly a blessing. All my financial needs have been met and I feel secure…read morethat when in need they will be there for me. It is a full comprehensive company.

I've been investing with Summit for over 10 years- I always receive honest and comprehensive…read morefinancial advice. Summit is a great family run company you can trust.