I called Greenpath. I was referred to Trellis. I did email and call Trellis. Trellis then left a…read moremessage that my situation was too complex. Why bother! My retirement account is being mishandled by TIAA. Don't waste time contacting Greenpath. Their referrals are useless and when you call to complain, then that nonchalant attitude is their response.

People were friendly enough. Ended up getting what I needed so I'm happy. Qwert were were wereread more

Great team! Delivered what they said they would on time and…read moreon budget. I am new client and have only been using their services for about a year. Am very glad I moved over to their group. I recommend using them to everyone that I know that needs a professional accounting team. Their knowledge of Quick Books is unrivaled. MS

I have been a customer of this firm for more than 20 years. They have treated me fairly and brought…read morea high degree of expertise to my tax advice and preparation. No complaints whatsoever, and I would recommend them to businesses and individuals alike.

My review concerns an experience with the Grosse Pointe office but all Metro Detroit region offices…read moreseem to be under the same senior management, people who see no problem with what happened in my case. After a glowing review from a trusted friend, I placed retirement money with a Morgan-Stanley broker in the Grosse Pointe office. I was always treated well and was happy with the broker. But after nearly a decade as a loyal client of his and Morgan Stanley's even after I moved to Florida, my broker abruptly left. Apparently, on the way out the door, the company made it clear he was subject to being sued if he dared to even just disclose to me and his other clients that he would no longer be handling my account. Worse, and as an indication to me of what kind of people and firm this is, the senior managers seemingly decided they could best keep my account and others if nobody ever disclosed the broker's departure. When I found out, senior broker Chris Walsh sheepishly admitted somebody maybe SHOULD have affirmatively acted to tell me about the change. The regional supervisor, Pamela Wright in Rochester Hills, agreed but, hey, they are apparently not REQUIRED to disclose such information to a client, they just didn't. Leaving me in the dark like that resulted in my misplaced reliance that my trusted broker was still watching some languishing investments. I trusted he would actually be keeping his word to call in a few weeks me if those holdings didn't turn in the right direction to reach a benchmark performance we'd agreed they should. And if that didn't happen, we were clear I'd move to a simple index fund to achieve more than twice the performance of the Morgan Stanley-selected portfolio. Turns out, unless you're paying higher fees for a so-called advisory account (something more than what they call their AAA account), Morgan Stanley's attitude in this region is that your broker is just a traffic cop, executing the trades you call him to make, and little more than merely a cashier to take your money. Since I had not yet given an actual order to trade and was only relying on the broker to ride herd and report back to me as he promised, Morgan Stanley insisted they did not fail me. Yes, they do frequently call to pitch offerings that make brokers and the firm hefty commissions from time to time but if you're not classified as an advisory client, you are apparently naive if you think your broker here has your back. It may well be that, as much as this industry complains of over-regulation, there was no technical violation here. But ask yourself this: whichever Morgan-Stanley office near you in this region, are these the kind of people you want to rely upon with your hard-earned money?

I had a very unpleasant experience with this office of Morgan Stanley in Farmington Hills, MI. My…read moreadvisor was a Mr. Tom Welch and his assistant was Mr. Nate Stegman. I can not recommend using their services.

I hired Merrill to process my divorce. At the inception he promised me an easy smooth divorce and…read moreacted that he knew all the answers. However, I learned later that he is not the best communicator or attorney and he was always influenced by the opposing council! Moreover, he looked very nervous and uncomfortable/ lacked confidence speaking in court. He does not pay attention to the details. He was more interested in sharing my financial information with the opposing council than getting my spouse's financial disclosure. Due to his poor planning and strategies, he had a lot of trouble getting the opposing council to respond to his emails or his phone calls. My spouse changed attorneys twice and he was out lawyered by both. He made several legal mistakes costed me thousands of dollars. The divorce was final three months ago, but I am still going back and forth to court (of course with different attorney) because the divorce judgement has many loose ends he was oblivious to and I am paying dearly for his mistakes. By the way, the divorce was final and I still do not know my ex's financial disclosure. I asked him to request her bank statements two months before the divorce date. He requested them via e-Mail from the opposing council! of course she ignored his request as he was supposed to file his request through the court system. In fact, a couple of weeks before the divorce date, I asked him if he requested them through a motion, he lied and said "yes but we will not get them on time". He never did file a formal request. I am legally divorced but because of the terrible judgment of divorce, I do not feel divorced as my wife is in my house every other day due to the loose ends. Merrill' is merely a paper pusher. He made me feel so desperate, I ended up giving up almost everything in order to get out. After all the mistakes he made he charged me little over $22K. It was totally waste of money. He would run the bill by calling me to change the wording of a document when the changes do not change the substance. One advice "if you see his name RUN AWAY as fast as you can.

I wish I knew Merrill years ago during the start of my divorce, but he recently got involved in a…read moreanother aspect of my case and of course won the case, treated myself/my family with such dignity and respect and show a genuine care I wish all attorneys do for their clients! I don't have enough space her to tell you how highly pleased we are with his services, compassion, and consider him a friend now! A++++!!!!