Advance Capital Management, Inc. - Southfield, Michigan

Introduction to Advance Capital Management, Inc.

Advance Capital Management, Inc., located at One Towne Square Suite 444, Southfield, MI 48076, stands out as a trusted financial entity in the Southfield area. With a phone number 248-350-8543 and a comprehensive online presence through acadviser.com, this company offers a range of financial services tailored to meet the diverse needs of its clients.

Key Services and Specialties

Advance Capital Management, Inc. specializes in providing expert financial planning, advisory services, and investment solutions. Their comprehensive suite of services includes:

• Financial Planning: Crafting personalized financial strategies.
• Financial Advisory: Offering expert guidance on managing finances.
• Investment Services: Delivering a variety of investment options to grow your wealth.

Facilities and Accessibility

Clients can appreciate the accessibility and convenience offered by Advance Capital Management, Inc.. The office at One Towne Square Suite 444, Southfield, MI 48076 is not only wheelchair accessible, featuring:

• Wheelchair Accessible Entrance
• Wheelchair Accessible Parking Lot
• Wheelchair Accessible Restrooms

This ensures all clients, regardless of mobility, can comfortably access their financial planning services.

Appointments and Services

While appointments are recommended to ensure personalized attention, the company's commitment to customer service is evident in their quick response times and easy-to-understand advice. This makes it straightforward for clients to schedule meetings and get the financial guidance they need.

Client Opinions and Ratings

Based on 17 reviews on Google My Business, Advance Capital Management, Inc. has garnered an impressive Average Opinion: 4.8/5. Testimonials highlight the company's transparency, its dedication to exceeding expectations, and the ease of communication with clients like Sean McDonnell. Clients consistently praise the reduction of financial anxiety and the trust placed in the company to manage their financial futures.

Recommendations for Potential Clients

For anyone considering financial management services, Advance Capital Management, Inc. presents a compelling option. Potential clients should:

• Schedule an appointment to discuss their financial goals and see firsthand the personalized service offered.
• Take note of the company's accessibility features if mobility is a concern.
• Read through reviews to get a sense of the client experience, which can greatly influence your decision.
• Consider reaching out directly with any inquiries to appreciate the responsive and thorough approach of the team.

👍 Reviews of Advance Capital Management, Inc.

Cindy S.

5/5

My most important asset is my money & I trust Advance Capital specifically Sean McDonnell with taking care of my family’s future!
They are very transparent, go above & beyond just managing my money. I can call anytime & I receive quick responses, thought out advice in easy to understand language. They reduce my anxiety level regarding my financial future down to zero! I recommend them to all my friends & family.

Karen B.

5/5

Just a note to give long overdue public praise to Advance Capital Management & specifically Jeff Lido who has been our trusted advisor for over 15 years. Many years ago we were facing potential “restructuring” & didn’t know where to turn. Advance Capital was recommended by coworkers & we met Jeff who became the voice of reason during a hectic time. Thankfully we made it through that period & retired several years later. Jeff has stayed with us during all those years -before & now after retirement. Jeff is responsive, provides guidance & alternatives in all financial decisions and cares about his clients. Highly recommend contacting Jeff & Advance Capital. We are so grateful that we did!

Joan G.

5/5

Feel very fortunate to have Advance Capital as my financial management company and especially to have Jeff Lido as my advisor for many years now. I appreciate his dedication and commitment to keeping my portfolio strong, and for always being accessible. His financial counseling goes beyond my investments and I am grateful for how diverse and knowledgeable he is.

D L. H.

5/5

Advance Capital has managed our retirement for many years. I’ve been very pleased with the company and more specifically our advisor Terra Hohf. She has always been available to advise us as well as hold our hand when the markets are shaky. Her experience keeps us grounded.

Detroit W.

5/5

I have known Sean now for going on 8 years. I believe the practices of Advanced Capital Management to be the most level headed and we'll thought out financial management.

Edward W. I.

5/5

They have been my money managers for more than 18 years. I'm very pleased with them. I highly recommend them for anyone looking money management/ retirement specialists.

Allyson P.

5/5

I would recommend this company to anyone looking to start investing in your retirement. They are responsive, professional, and friendly.

rcd49

5/5

I trusted my entire retirement to Advance Capital and they have NOT let me down. I have all the confidence in the world in this company.............