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

My husband and I are very happy with bloom advisers. They are super easy to get a hold of and work…read morewith your schedule. We have been working with them now for about five years. It's also a dun to attend some of the special events that they host for clients. Margaret and Sergio have been extremely helpful.

Always very friendly and knowledgeable. I recently opened an account there. My husband was in the…read morecar and unable to walk. The agent allowed me to take the paper work that needed his signature to the car with his drivers license. The transaction was very easy and simple transferring money from one credit to their credit union.

I am writing to express my dissatisfaction with the UCES/FES staff in particular an agent by the…read morename of Hope Kulaszewski. On Thursday March 5, 2020, Hope Kulaszewski and I were on a social media forum called GroupMe and she and were having an exchange of words when she broke agent-client confidentiality and violated my Personally Identifiable Information by revealing in the very public forum of 154 people in her own words "your credit still sucks because you could not DIY (do it yourself). To express that gave the impression that she still access to my personal credit file, that she still had my Social Security number and could pull my credit report whenever she felt like it. I have not been a client of UCES since October 2019, so how would she know the status of my credit information if she did not have access to that type of information. I feel uneasy, disappointed and utterly violated. I contacted the person who brought her into UCES. His name is Shannon Lee, who then contact his Regional Vice President whose name is Johnnie Newsome. They both stated that they would reach out to me on Friday March 6,2020 and today is Wednesday and I have not heard anything from either party. I will continue to file my complaints until a resolution is made in this very humiliating situation. Who's to say that when she gets in a fit of anger won't do this to someone. This happened to me and I am deeply hurt by the lack of integrity, professionalism, discretion, morals and over all code of ethics this individual failed to display. This person is representing you UCES and I would think you would have acted quickly on this situation.

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We hired Rehmann in 2011 to handle our two corporate tax accounts. They convinced us to transfer…read moreour retirement portfolio to them as well, which we did. After re-locating the businesses, we sought counsel from an alternative CPA/TPA. In making the move, we were informed that Rehmann not only authorized and implemented IRS non-compliant loans against our portfolio for the down payment on our home, but incorrectly filed 550 EZ forms as well. This mistake, found 2 years after the fact by a different TPA, required us to immediately pay-off a $38,000 portion of our loans - otherwise our portfolios would be in default and possibly dissolved. Rehmann did process the VCP to the IRS on our behalf because they knew they were negligent, but were unwilling to do anything else to help us rectify the penalties and interest we incurred due to their responsibility for the the unforeseen loss of our savings. As an aside, we had federal tax forms filed by them with incorrect EIN numbers and incorrect addresses as well. All fuel for the fire on why you do not want to be affiliated with Rehmann or Rehmann Financial.

Having been content with my 457 Plan Management at Mass Mutual, I was disappointed with the forced…read moretransfer of my Wayne County Plan to Prudential. They were so difficult to work with, and I was so dissatisfied with their Reps, that I insisted on making a change. I was told by someone in authority at Wayne County that I could opt out of the 457 Plan, and transfer my assets to an IRA. I chose Charles Schwab - Great Choice! Although Prudential cheated me as I left by selling my positions w/o my permission, Schwab has proved to provide the perfect choice for me, given my Investment strategies, and level of knowledge. Now, I use nothing but ETF's. In 2022, I broke even, when the S&P was down almost 20%, and the SH inverse S&P ETF was my biggest profit-maker! As I approach my 75th Birthday, I've achieved a 13X, that is, multiplied my NAV by 13 times, from its low in March of2009! Never could have done that with either of the prior 2 firms. Thank you, Mr. Schwab!

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

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.

We recently hired Fidelity Investments in Novi, Michigan. We settled on Kristin Dougherty, that was…read morea big mistake. We had several problems with Fidelity, from our pin on our debit card changing 3 times, which we never changed, to getting signed up for voice ID, which we never signed up for either. With all of these issues, I requested a meeting with our advisor Kristin to discuss, another mistake. Kristin was just going through the motions, wasn't interested in helping us, but during this process it became apparent that she didn't know how to operate her own company's website, constantly having to email people and text people to get the job done. After the meeting when I was walking out, she insulted me behind my back, calling me an unflattering name. I asked to speak with her manager, who looked into this unprofessional attitude and called me 1 week later saying that she spoke to Kristin and Kristin said and I quote". That wasn't one of my finest days " Really now, you insult a customer and that is all you have to say ? Our advice, if you have to use Fidelity, is to look for another advisor besides Kristin Dougherty. We found that she doesn't have a college degree, which in this industry is pretty much a must, plus she has an offensive way of trying to handle problems. One last thing about Kristin, when she talked with her boss, she said when I texted her that I ordered her back to the office via text message, not true and not only do I have the entire text chain that I had with her, but I also recorded our meeting in her office . Buyer beware, if you want a sales rep, which is what Kristin is, not really a financial planner, who insults you, and if you want somebody who cannot seem to navigate her own company website............she is your gal, otherwise shop around and get someone more professional.

Been a longtime customer of Fidelity.Marketing convinced me to schedule an appointment with a…read morefinancial advisor the Novi office.I showed up to the appointment only to find out that he had called up my account and anything less than 1 million dollars does not pay him enough commission.So this appointment was to inconvenience and humiliate me?I will soon be closing one of my Fidelity accounts.