After years of doing battle with TurboTax, I entrusted my returns to Mike Birkle. He did a great…read morejob, and I will be back next year. Anne, his office manager, is so kind and reassuring, and on top of keeping one posted on the progress of tax preparation. I'm so happy I left TurboTax and found this firm.

The Birkles are smart and up to date on all of the current tax allowances and rules. They are…read moreethical, patient and very supportive throughout the process of taxes and investments. I highly recommend either of them (I have worked with both). They are very nice people to interact with, and you can feel secure knowing your finances are in order.

I left a message with my question, and Asad emailed me within the hour telling me to call him. I…read moredid called him -- he clarified off the bat that I wouldn't be charged for our convo, and then spoke to my husband and I about our question. He answered kindly and thoroughly and was super helpful. Really appreciative of his services and would recommend. Just by the way, before speaking to Asad, we had called TurboTax -- where we have an account -- and the lady who answered for TurboTax gave us terribly incomplete information despite stating she had 15 years of experience.

From the owner: AG Wealth Management is a fee-only fiduciary boutique wealth management firm. We offer…read morecomprehensive financial planning along with investment advisory services.

The place is sparkling clean, with gleaming floors. Beverages and candy in a nice lobby area are…read moreoffered to those who have to wait. I came in after 11:00 am on a Friday and had no wait. There was only one gentleman working at the front desk. I came in to renew a debit card which was completed with some amount of steps and question asking. I also came in to apply for a Fidelity credit card. That's where it all kind of went downhill. I won't name names because it's not that important, but the gentleman working at the front desk basically wasn't trained in explaining the credit card at all. He only hesitantly answered my questions based off of his personal experience with the card. Apparently, Fidelity credit cards are done through a third party, even though it has Fidelity branding on it. So I guess none of their employees are trained in how to explain this particular credit card. It's not the end of the world, but in a competing world where I am offered/sold/begged to sign up for credit cards by mail and in banks and retail stores every day, I expected better from Fidelity. I already had my heart sold on the card based off of what I needed the card to do for me and my lifestyle, but I had some gray area questions that needed to be answered by a person who was knowledgeable about the card, not from reading off a website. I expected Fidelity, with its investment advisers and credibility as a banking institution, would be able to explain and answer some relatively simple personal questions about their own credit card. This was important to me, because the other unfortunate thing about this bank was that they have limited business hours. So actually, I had to call off work and come in to ask said questions that were not confidently answered. Fidelity's lack of business hours on the weekend really forced me to do it over the week when I should have been working. So, you can imagine my disappointment when the person at the front desk couldn't really answer my questions, then told me to apply for the credit card online, and not here at the bank. He said I could get a cash bonus offer if I applied online and not through their actual bank. Again, what a disappointment, because I could have just done that myself and not wasted time going into their building in the first place. This by far pales in comparison to when I go to Chase or other banking institutions where I can do EVERYTHING while talking to a human being who can explain and answer every financial query I have, and give recommendations personalized based off of my financial lifestyle. I also appreciate not just having things explained to me, but being able to do it all with one person so that I don't have to go home and do it. Like I mentioned before, this didn't change my decision with Fidelity's credit card because I already did my research before walking into the building itself. But I really feel like I wasted my day. And the service I received was disappointing for something so basic. I mean, the sales people at Kohls are better at explaining their credit cards than Fidelity is! With that being said, i'm not sure if my guy at my counter was getting flustered because a bunch of people came in after me around noon and were waiting. In fact, he never smiled or showed any emotion at all. He answered things to the best of his ability professionally, but I'd recommend Fidelity to better think through their training better. I was dropped like a hot potato when he told me just to go online. I've received way better and helpful service through my other banking institutions. Have we lost the art of human interaction? i=I'm not sure. Seems like this Fidelity branch has.

I am not a financial genius. Not even close. I majored in Psych. I know close to nada about…read moreinvesting strategies. I started out with investing and building my portfolio on the advice of my dad as a young 20-something. I like that I have always been treated as a rational grown up here. They did not talk down to me then when I was younger or now because I am a woman, etc. They did however talk to me simply, explaning everything to me, helping me balance long term investments with other options for shorter goals. Guiding me through the mine field that managing your money can be. All I can say is I have swum in the seas of a brutal economy and feel I emerged better than most. Properly diversified and kept up to date with what actions to take when. They are solid and reliable. I am not a high risk individual and they do not push. They seem to know their investors and are willing to give you every bit of the attention you need, even if you are small potatoes. And yep I am pretty small potatoes.

I'm so glad a colleague of mine mentioned a financial advisor who works here (Matthew S…read more Cunninghman). He explains things clearly, makes all the right moves, cares about his clients' wellbeing (whatever their monetary situation), and helps me rest quite a bit easier. I cannot recommend Matt highly enough.

I am writing on behalf of my friend Arie Lipsky, former Music Director of the Ann arbor symphony…read morewho has an account with BoAA. He is visiting here and I've joined him in meetings to solve some debit and credit card issues with BoAA. Arie is elated by, and grateful for, Kimberly Jones' efficient, effective, and quick resolutions for those issues. And on top of all this, she has been so kind and accommodating for Arie's scheduling while he has been in town. BOAA is really lucky to have Kim representing the bank. She is OUTSTANDING.

I've been banking with Bank of A2 for years and have had many positive interactions with tellers…read more They are always friendly and helpful. When I wanted to set up a line of credit, the branch manager was knowledgeable and helped me resolve an old tax error that popped up. I've dealt with the big, national banks and will never go back. I like the personal attention I get from Bank of A2.