Edelman Financial Engines - Grand Rapids (MI)

Terry Bailey I went over my limit for the 2024 and just wanted to take the extra money and open a new account so that I wouldnt penalized by the IRS witch Im aloud to do. But trying to get someone to help you is like pulling teeth. They keep transferring you from one person to the next until you get fed up enough to hang up. THE WORST CUSTOMER SERVICE IVE EVER HAD TO DEAL WITH!!!!

Lawrence Siden Excellent service. Prompt and professional.

Ih340 Y This is by far the friendliest, most honest, and respectful firm I’ve ever worked with! The staff are incredibly kind and helpful, they always go the extra mile to make sure your needs are fully met. I highly recommend them!

Charles Christopher It’s sucks

Cheryl Daly I have referred clients to Donna over the years, especially when they have retirement planning issues related to social security and/or tax planning. Very friendly and professional.

Kristy Keller Great ongoing experience with LaMacchio Financial Group. Expert guidance delivered in an individualized, personable, effective, and timely manner. Look no further and confidently appreciate Solomons commitment to your specific dreams and priorities. Thanks to Solomon and the group for becoming our trusted partners!

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.