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    Northwestern Mutual

    3.7 (3 reviews)

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    1 year ago

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    8 years ago

    Never again will I ever pay for a policy through this theiving company. Had to get a full refund for 8 months worth of premiums

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    6 years ago

    Great company very reliable! I didn't have any issues with the company at all they were very thorough in what they do.

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    Michael Rose, CPA, PC

    Michael Rose, CPA, PC

    (15 reviews)

    Michael Rose is an OUTSTANDING CPA and wonderful man! Over the past 15+ years I have used his…read moreservices consistently and faithfully, as a loyal customer who also readily referred numerous friends, colleagues, and family to Michael Rose, CPA. However, over the past 5-10 years as he has scaled his business, the level of service has declined (first, a few minor mishaps here and there or things overlooked on my tax returns as I dealt with new, my guess, seasonal workers who never really took the time to know me or my finances beyond quick conversations). I saw less and less of him and more of other random employees handling my taxes. (It's fine, I guess. I'm not a millionaire, so perhaps he has bigger clients to tent to?!) His personal touch and friendly face was always a source of comfort during what could be an otherwise stressful time: tax season. The major issue I have -which has led to my final decision to take my business elsewhere- is with the front office staff which was at one time run by nice, friendly women but have now been replaced by Michael's wife "Ledy". She is rude and lacks basic customer service. Most of all, given that a large portion of Mr. Rose's clients are African American, she could use a course on "cultural competency" and learning how to speak to black folks versus talking down to them or like she is above them! I would conjecture that the frequent turnover in office staff is due to her poor management "style" and lack of respect. It's too bad that she has gotten in the way of what was once a wonderful professional relationship. Thanks to her attitude combined with the other personnel changes in the business, I will most definitely not be returning!

    I was looking for help beyond taxes. He is supposed to be a financial planner. I was seeking…read moreassistance with retirement accounts. He charged me $150 for something I could have easily looked up at home. I don't think he had any idea of how to answer my questions regarding payouts to lower my taxes on inherited IRA accounts. Complete waste of money with no answers.

    Northwestern Mutual - financialadvising - Updated July 2026

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