Concorde Investment Services - Ann Arbor (MI)

Mary Dandron I always receive very personal service from all of the branches, and good communication when I have questions! When I financed my first car through FFCU they were very helpful throughout the entire process!

Thomas Ensign When we retired, we rolled over our 401-k to Sapientia Wealth Management. We also sold our condo & moved to the west side of the state. We wanted to have some liquidity. Beth provided an investment strategy that provided both. She follows up with us and we receive a monthly print out of how our investment is doing.

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!

Terri Anders I called to get some information about my parents life insurance policy but I couldnt get threw and No call back either

Ashley Cagle Denise was wonderful! Very nice and welcoming!!! Her computer was having issues and she still had me out the door in no time! I would recommend!! Thank you Denise for your help!!

Susan Lierman Vey friendly group!