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.

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 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.

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

The 8 hour C2 Private Wealth in-person class was an eye opening experience; this is a class that…read moreeveryone needs to attend. The approach and strategy to mitigating taxes in retirement presented in the class was extremely informative. It was clear that planning your financial future is essential to prevent the tax burden that can eat up your retirement savings. A. Lowe

From the owner: After spending the last two decades helping clients, we’ve seen how empowering it is for people to…read morehave a solid understanding of their finances and future needs and goals. That’s why we spend so much time sharing the information and options you need to make sound decisions about tax planning, wealth management, estate planning, charitable giving and Social Security benefits.

we've been with Jen Bessen for a number of years and her advice and direction has been invaluable.read more

I have worked with Jen for some time now. She is very professional and caring in her approach…read more Always asking questions to help in planning my financial future. Always returns calls and follows through on our planning.

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.