Rehmann

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.

Bloom Advisors

3.9

(11 reviews)

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.

GreenPath Financial Wellness HQ

3.2

(6 reviews)

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

LBF Group

4.5

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.

Charles Schwab

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

C2 Private Wealth

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.

Jen Bessen - Ameriprise Financial Services

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.

Morgan Stanley

1.0

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.

Great Northern

(11 reviews)

Without question the most responsive, the most caring the most kind and the most understanding…read moreinsurance and tax professionals. The owner is an exceptional individual. The insurance and tax professionals on staff will take care of you like you're family. There are very few businesses left that operate like GN does. Thank you for always taking great care of me even in times of great stress when I wasn't at my best.

i called several CPA offices, and Neville from Great Northern Tax was the first one to respond back…read moreimmediately. He was very knowledgeable and helpful in helping us find a better solution to our unique situation. We will be recommending him to our family and friends for any tax needs. Thank you Neville.

Jenkins & Company, PC

4.4

(5 reviews)

Patty Hutson has been doing my taxes for several years now. I have always found her to be…read morepersonable, professional, and priced right. Highly recommended.

I've been a satisfied customer of this company for several years. Every tax situation is unique so…read morethat may affect your opinion of who you work with. I like that they are friendly and professional. I am a consultant with my own incorporation (I'm the only employee). My income varies each year and it includes a variety of income from W2 to 1099 to sales of books or other items. Jenkins sends me a form to fill out in advance, I save my receipts and write down my expenses and income. If I stay organized throughout the year the process with Jenkins & Company is pretty simple. Every year I have received refunds. When I request a meeting I get it. When I am travelling and working in another state I can just mail in my forms and they handle everything remotely.

Stuart M Schram & Associates

I have been with Stuart for over 30 years. He is very…read moreknowledgeable and helpful and his staff are both friendly and efficient. I have also worked with Ed who has been great on my cross border filings, taxes etc I have never had to worry about my taxes since I found Stu and his colleagues.

These guys have been taking care of my inlaws forever and now they take care of our taxes too. They…read moreare so thorough and patient (especially helping us get my mother in law's late taxes in order after my father in law passed after a terminal illness). I would highly recommend Glen (who does our taxes) and of course, Stuart (who does my inlaws taxes).

Heaven Sent Tax & Bookkeeping Services

(4 reviews)

Starla provided me with excellent, prompt customer service and expert tax advice at a very…read morereasonable price. My taxes were complicated but her highly developed skill and knowledge was applied to help me understand the situation and file with confidence. I am so pleased with her services and can recommend her highly to others.

just had my 2023 taxes done by this tax preparer company...very efficient, easy to work with,…read moretimely responses to emails, very detailed tax return for my copy and reasonably priced...will use them again next year...would recommend them to anyone

Cunningham Accounting

Doyle Cunningham has my highest recommendation! I've been doing my taxes myself until now, and the…read morelaw has become so complicated that I finally gave up and hired a professional. I'm so glad I did! Doyle completed our taxes promptly and professionally, and cost only a little bit more than the software programs I've used in the past. Amazing value and great service! Doyle will be my accountant from here on out.

From the owner: Cunningham Accounting has been preparing taxes for clients for over 15 years.read more

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