Baird Private Wealth Management - Ann Arbor (MI)

Darin Devine Shelby was very helpful and friendly. Strongly recommend!

Mark Ive been in BoA offices from MI to KS to CA to SC, and FL. All have had dedicated, friendly, knowledgeable staff.

Cindy Lalor I spoke to an escalation team concerning my accumulated interest and they were so rude. I purchase some furniture through bobs furniture and they never told me that I was on a promotion period. I started paying more than I should to avoid the interest and they started using my payment to put towards another purchase before the 1st payment was completed. Then told me a bold lie and said I owe 520 dollars towards the first payment however it was only 300 dollars I owed. I ask to pay that amount to remove the 366 dollars interest they agreed and told me to pay it by nov 17th however they send me out the letter on the 26th of nov and the date they gave me to pay it off already passed. They told me they couldn’t help me and basically called me a liar. They keep adding interest even though I’m paying the amount due each month I need corporate to intervene, I need someone above the escalation team they are rude !

Kyle Mack Anytime I have a question there is always someone available to help me. Excellent customer service and they take the time to ensure you are taken care of. Brandon Turnbull has been amazing to work with.

Charlie Thornbury Absolute great service. Very knowledgeable personnel. Happy to explain their advice ie how, when and why. I highly recommend this company for ALL your investment needs.

Judi We are always confident that Blue Chip Partners are providing us with excellent service. Respond promptly to any questions or needs. Our portfolio is providing us with the retirement we planned. Would highly recommend them.

Ginny In all transparency, this is a very early review, but it feels justified. Bradford has been a complete pleasure to work with. As a young investor with a smaller amount of assets to offer to manage, I didn’t expect nearly the attention he’s given me, or the time he’s been willing to spend with me to help me learn. Aside from his 15+ years in the field, the firm’s principals are CPA’s with combined 50+ years tax/finance experience. As a CPA myself, I can vouch for the value of the combination of finance and tax knowledge the firm offers. I would highly recommend working with Bradford, or likely anyone at the firm.