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RLM Financial Services-Traverse City
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Reviews for RLM Financial Services-Traverse City

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  • Oct 2025

    Terry Stanfill is knowledgeable in his field and brings a joyful presence wherever he goes. He recently spoke in one of my classes and shared a lot of great, practical advice. If you’re in the area, check this place out — these people truly care!

  • Sep 2024

    Kevin is amazing... He knows his stuff. He not only does my taxes he also handles my retirement investments. He handles your investments like they are his own. He cares about his clients and their best interests. Kevin takes his time and explains to you. If you want someone who cares about your investment future and takes the time for your investment Kevin is the one. I highly recommend.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Location

4110 Copper Ridge Dr Suite 204C, Traverse City

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