DeSantis Wealth Management LLC - Livonia (MI)

J Sorrell My experience with this company has been nothing less than stellar. As a client for a couple of years now, l have gotten an A+ experience across the board. I have benefitted from their professional tax preparation services, top-tier customer service, and a high level of knowledge and expertise from the advisors. Five out of five stars from me!

Martin They always treat me good

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 !

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.

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!!