I have had funds invested all my life with various Money Managers and large investment firms. Mark…read moreis the absolute best investment manager I have ever worked with bar none. Communicative and responsive, he works with you on the entirety of your life goals not simply the money he has under his management. Highly recommend.

Schwab purchased the financial company I originally worked signed with last year. Zero…read morecommunications with an advisor. Mediocre performance compared to federal TSP. Fees higher than other advisors.

I've gone the route through traditional stock brokers and then a financial adviser. Unnecessary…read moretrades, erratic moves, and fees that seemed to compromise my investments - I didn't feel like this was the way to maximize my long-term return. Then I tried the Ann Arbor Schwab office. Even though I don't give them much trade action, they treat me like a special customer and give me good advice without any pressure. Convenient parking and quick processing complete the picture. I'm finally happy with my investment picture.

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.

I had my business accounts here for a few years. Everyone I encountered working there was always…read moreextremely professional and accommodating. It's more like an old-fashioned bank than the large, impersonal service available at other banks lately. I've even had the account representative recognize me outside the bank and still be friendly. I think she genuinely enjoyed her job. The only drawback was the lack of other locations. For a business account, I had to make frequent deposits, which became difficult with living further away. I'll always try to keep some of my business with such a professional bank, though!

From the owner: Michigan Commerce Bank offers a complement of services and loan options. Its deposit services…read moreinclude extended drive-thru hours, full-service Saturday banking, safe deposit boxes, drive-up night depository, traveler checks, bank money orders, cashier checks, savings bonds, wire transfers, notary public, signature guarantee services and a full array of checking, savings, certificates of deposit and individual retirement accounts products. Michigan Commerce Bank also serves the financial needs of all types of small to mid-sized businesses. It offers clients loan products, such as construction lines of credit and business lines of credit. The bank also offers a full range of investment products and services, such as stocks and bonds, mutual funds, tax-favored investments and online brokerage.

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 have been a long time member of Old National Bank and I was with United Bank after they were…read morepurchased from Old National. Old National was a decent bank in the beginning but their excessive fees for transfers of saving to checking! Out bank acc was hacked through our cable company the fraud department from Old National said I was in on the fraud because I did a two way verification with a company that I believed to be Netflix. Old national regional Manager Lisa Grimmette from the Saline Michigan felt it was best to end our relationship because of the history of our private account not meeting their expectation of large amounts of money or deposits . Also the Branch mangers can write notes into your personal account and it gets shared with me it wasn't meamy to be shared with me! This bank has no corporate phone number to reach out to them! That's a red flag. Before you deposit your hard earned money into this bank. Please take note that this bank is a bully bank they are NOT trustworthy and this bank has pending legal action going against it. If they do this to all of their blue collar customers they will be out of business. Branch managers can document anything they want ! Not returning money that was stolen . While this account was being investigated for fraud instead of putting a hold on the account and closing it they decided to put all the charges we had incurred and charge us overdraft fees the max amount and extra charges while being investigated for fraud charges Any other bank would have closed the account and put a hold on all the charges. Nope they are part of the problem with the fraud! Avoid this bank at all costs!

From the owner: Old National Bank is your bank for Ann Arbor. Our focus is…read moreon helping you achieve your financial goals and working to strengthen the communities we serve in Illinois, Indiana, Iowa, Michigan, Wisconsin, Kentucky and Minnesota. At Old National, you will find financial services for all of life, including personal and business banking, mortgages, investments, wealth management, online & mobile banking and much more. We promise to listen, find the best solutions for you and work to exceed your expectations, because we want to be your bank for life.

By far the worst accounting firm I've ever dealt with…read more My taxes were not even difficult - a few W2s from different states and some simple investments. My previous accountants from NYC had no problem with them and always finishes it on time and accurately, and they have a lot more clients than Ann Arbor CPA. However, with this firm, I gave them sufficient time and they still had to file an extension because they can't finish what usually should take only a couple hours to do, which is OK I guess, I'll live with it. However - they miscalculated my MI return (by a good few hundred $) and in the end the good state of MI gave me back the money they miscalculated. On top of that - they didn't know how to handle any out of state taxes (particularly NY state tax rules), which I thought as professionals they should know or be able to research, and told me that my W2 was WRONG (which it isn't - I've confirmed with other professionals and my own HR department). I had to google answers FOR them when they could have just.... do a little freakin' research and figured it out themselves. Come on guys, I did not pay you to give YOU the answers. Needless to say, after the massive delays, miscalculations, and just straight up not knowing how to do simple taxes, I'm going to take my docs elsewhere in 2018.

I've been coming here for several years and have always had exceptional service…read more I have since referred several family members to come for their taxes, who are all very happy, as well. Very knowledgeable, very friendly and they are able to accommodate your schedule.