Bespoke Financial Planning LLC - Wayne (MI)

Laura Ozuna My experience with MainStreet Financial has been completely positive. Joe, Nancy, and the rest of the staff have taken a lot of time to explain options to me as I have begun my retirement. They have done well to navigate the difficult financial situations we currently face and remind me when I need to take action on my accounts. Highly recommended.

Mark Briggs I’m so grateful to Elise from Jacob’s Financial Services for her expertise and assistance. Elise cares about her clients and provides outstanding service.

Dan Rich what a great financial company... very knowledgeable and super friendly staff. wonderful receptionist.

bly bylsma We appreciate the sound advice from our advisor. She gave advice that was molded to my desires and level of risk. No pressure and regular attentive communication.

KEN CHRISTIE I have been a client of Concorde Financial for a decade and have been always satisfied with their service until this year. We all hope such companies, who do our taxes understand the tax codes since we are paying for their knowledge, so be warned that Concorde will not stand behind their returns should you get notified of an error, as I did. I received notice from the MI Dept of Treasury for a past return this year that was not correct and when I took the notice back to Concorde, they told me that the only thing i had to do was to return a copy of my tax return from another state as requested. I made sure it was the right thing to do and they assured me it was. Two months later I get a second notice from the MI Dept of Treasury and stating the same issue. This time, Concorde would not return my calls, the lady who did my taxes..Heather..kept telling her assistance she was on a conference call each time i showed up in person...twice..and then promised me i would be contacted by the owner...Mark..be email since he was to respond. It is now over three weeks since i visited and nothing has been sent to me or called by anyone. i even called the MI Dept of Treasury to understand myself what was wrong with my return, despite the fact I did not do them and expected it to be correct. They told me that Concorde, being a MI company should have known what the requirements were and as a result, i had told Concorde i would gladly pay whatever tax was due but I did not feel interest was my responsibility because they were at fault. Obviously Concorde does not want to admit anything but not to stand behind their work, I feel, is the last thing anyone of us would expect to happen. I paid them to know the requirements and to do them correctly..why should we have to pay for their mistakes and why is there no professional courtesy to return my calls and my visits. I will never recommend them for such a lack of professionalism and for not standing by their work and I caution anyone to reconsider using them if you are looking for a company who stands behind their work, especially when dealing with taxes.

Sherra Hawkins This company met me at my desperate time of need and I am grateful!