Edward Jones - Financial Advisor: Stacey B Galloway - Livonia (MI)

Romanczuk Family Our tax Advisor Kirsten does a great job. She explains all aspects of the tax preparation as well gives us sound advise on what to do for the following year. Kirsten has never let us down nor given advise that was not useful. We enjoy are yearly meeting knowing our tax preparations will be done correctly.

Mr. Nice Guy I went into this Bank and was attended by a cashier who was sick as a dog. Now I am sick also. Thank you 5th 3rd. Stay home when youre sick.

Tim Hoffman Have met with Peak Wealth Mgmt. three times now as part of their fixed price financial planning process. Thus far my experience has been great. The Peak Team is attentive to my needs, well-prepared for our meetings, courteous and have made solid recommendations. They have provided clarity and strong advice on our financial plan and I look forward to our future meetings with them.

Upper Excelon I’ve been using the services of this tax accounting firm for both my personal and business taxes, and I must say that I was thoroughly impressed with the level of service I received. From the moment when I call in the representative was very helpful and when I arrived in person I was greeted by friendly and knowledgeable receptionist who made me feel at ease. The Hassan was able to answer all of my questions and provide me with expert advice on how to optimize my tax situation. They are professional and efficient throughout the entire process, and I was able to get my taxes filed on time without any issues. I also appreciated the family-oriented aspect of this firm. Which made me feel like I was part of a community rather than just a client. Its clear they actually care about their clients. Overall, I would highly recommend this tax accounting firm to anyone in need of personal or business tax services. They are knowledgeable, friendly, and professional, and they truly go above and beyond to ensure that their clients are satisfied.

Randy Carlier Ive been working with R.J. Koss and Joe Saverino for about five years now. Not only have they managed my 401(k) portfolio extremely well, but also several of my clients. They all tell me how great these guys are, a sentiment that I can only reiterate. I highly recommend R.J. and Joe!!!

Ernest Daniels I run a bakery and café in a college town, and I wanted to offer a wider menu and renovate our seating area before the school year started. Cash flow was tight during the summer, so I turned to an MCA. It gave us the funding we needed without jumping through the hoops of traditional banks. We used it for new kitchen equipment and minor upgrades. When students came back, sales jumped 30%. Repaying the advance through credit card sales felt effortless it aligned with our busy and slow days.!!

Jennifer B. Have had them for about 1.5 yrs, no problems. They used to have a website where I could watch my account and balance, but was told they dont have any website anymore! =(