Chamber of Commerce

      RLM Financial Services-Traverse City

      ( 4 Reviews )

      RLM Financial Services-Traverse City
      Listing Incorrect?
      Listing Incorrect?

      Hours

      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 5:00 PM
      Thursday:
      9:00 AM - 6:00 PM
      Friday:
      9:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM
      CALL DIRECTIONS WEBSITE REVIEWS

      Chamber Rating

      Verified Member
      5.0 - (4 reviews)
      4
      0
      0
      0
      0
      Read Our 4 Reviews

      Chamber Rating

      Verified Member
      5.0 - (4 reviews)
      4
      0
      0
      0
      0
      › ‹
      • Kevin

        I trust Kevin. He's a great guy. Knowledgeable. Does my taxes too.
        Mar 15th, 2023

      • Sarah Samuelson

        Kevin is very helpful! He really cares about my retirement and financial future! He's very patient and really take the time to explain things to me! Highly recommend!!!
        Jan 17th, 2023

      • Marie Anderson

        Kevin is thoughtful, thorough, and patient guiding me through my retirement plan. He also does my taxes, which is such a relief (I don't even know where to begin)! He's the best!!!
        Jan 4th, 2023

      • Matt Gould


        Nov 27th, 2022

      Read Our 4 Reviews

      About
      RLM Financial Services-Traverse City

      We believe a fundamental education in understanding how your financial decisions impact you short and long term is the basis for developing a strong investment strategy. For instance, if you don't understand how your taxes are impacted by your withdrawals, this may lead to costly tax repercussions that you may not have been prepared for. We strive to close this gap and enrich your knowledge of the financial decision making process. We do this through developing a meaningful working relationship with you and getting to know your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

      Contact Info

      Questions & Answers

      Q What is the phone number for RLM Financial Services-Traverse City?

      A The phone number for RLM Financial Services-Traverse City is: (231) 392-1435.

      Q Where is RLM Financial Services-Traverse City located?

      A RLM Financial Services-Traverse City is located at 4110 Copper Ridge Dr Suite 204C Suite 204C, Traverse City, MI 49684

      Q What is the internet address for RLM Financial Services-Traverse City?

      A The website (URL) for RLM Financial Services-Traverse City is: http://www.rlmmitc.com/

      Q What days are RLM Financial Services-Traverse City open?

      A RLM Financial Services-Traverse City is open:
      Tuesday: 9:00 AM - 5:00 PM
      Wednesday: 9:00 AM - 5:00 PM
      Thursday: 9:00 AM - 6:00 PM
      Friday: 9:00 AM - 5:00 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 9:00 AM - 5:00 PM

      Q How is RLM Financial Services-Traverse City rated?

      A RLM Financial Services-Traverse City has a 5.0 Star Rating from 4 reviewers.

      Hours

      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 5:00 PM
      Thursday:
      9:00 AM - 6:00 PM
      Friday:
      9:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM

      Ratings and Reviews
      RLM Financial Services-Traverse City

      Overall Rating

      Overall Rating
      ( 4 Reviews )
      4
      0
      0
      0
      0
      Write a Review

      Kevin on Google

      image I trust Kevin. He's a great guy. Knowledgeable. Does my taxes too.

      Sarah Samuelson on Google

      image Kevin is very helpful! He really cares about my retirement and financial future! He's very patient and really take the time to explain things to me!
      Highly recommend!!!

      Marie Anderson on Google

      image Kevin is thoughtful, thorough, and patient guiding me through my retirement plan. He also does my taxes, which is such a relief (I don't even know where to begin)!
      He's the best!!!

      Matt Gould on Google

      image

      Overall Rating

      Overall Rating
      ( 4 Reviews )
      4
      0
      0
      0
      0

      Write a Review

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