Breckenridge Financial Services - Dearborn (MI)

Vinzon Lee I love this branch! Everyone so friendly.

Diana Smith Do not waste your time meeting with this guy he sees nothing but $ signs… brags about his lifestyle, but he’s 68 years old still working behind a desk go find a real financial advisor not this guy…. Be wise! I felt bad for his assistant who has to work with him! Talking about how much money he made in a stock market meanwhile, he’s still working behind a desk with the excuse that he is paying for his child college if you’re made so much money in stock market, you should’ve wrote a check, big guy and give it to your child for college paid in full! You are rude, unprofessional, and cocky!

J S Respectful and honest folks at this place. Always willing to help and answer questions big and small.

Bob Bobby I spoke with Brian Treppa today in his office about a unique tax situation for cross border taxes. He referred me to someone who was an expert in this area. Brian and his staff are very personable, helpful and professional. I greatly appreciate them helping me with a complicated matter. I’ll definitely recommend them in the future.

James Peacock My financial advisor joined Mosaic Wealth Management a number of years ago. Ive been with him for about 13 years. Hes been such a great help for myself and wife. The whole staff at Mosaic Wealth Management are very friendly from the time you open the door till the time you leave. Ill leave my financial advisors name here, so if you are interested in a visit to see him or another advisor, Id highly recommend it. My advisors name is, Jonathan Hayes. So if you are in the process of using a financial management service, check out Mosaic Wealth Management, you wont be disappointed.

Lauren Ranalli Lindsay is an incredible speaker and financial therapist. Ive taken some of her webinars and heard her present a number of times. Shes so engaging and insightful! I also love her book, "The Finacial Anxiety Solution". Definitely a great resource.

Deep Wellness NOLA Above and Beyond is the best way I can describe my experience with Merritt Financial Services! They truly helped to get me on track personally and professionally. They assisted me with budgeting, tax issues, as well as plans and strategies for my business and family. The level of service was impeccable! They are responsive and thorough and scheduling appointments was convenient and easy. I was able to schedule appointments that were not too far out. My only regret is that I wish I would have found Merritt sooner!

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