Family Legacy Wealth Partners - Plymouth (MI)

Tony Norkus I have worked with Dave Sawinski for many years. He is honest and trustworthy and I value his wise advice. Dave has always looked out for my best interest and I value our relationship highly. I have recently brought my wife and daughter to Dave and he is now managing their accounts as well. Everyone in the office is also great, especially Julie whom I have had the pleasure of working with for many years, too. I highly recommend GLP Services.

Jessie Fidler Absolutely anyone can benefit from a conversation with Samantha! After just one hour with her, I left with a solid budget, outlined financial goals, tips for tackling debt, and confidence that I would be on track in retirement.

Collin Quinlan I had a fantastic experience thanks to Robert’s superb service! From the moment we connected, he was professional, attentive, and incredibly helpful. I would recommend him to anyone!

Becca Flores So delighted we went to this office to meet an advisor via zoom and in person! We worked with Ted Campbell who kindly shared his extensive experience and spent considerable time with us. I’ve been with Fidelity for years and l still learned so much! Ted is truly a valuable resource for anyone who is trying to leverage all Fidelity has to offer its clients. I recommend to anyone who is considering a new advisor to visit this location and ask for Ted!!

Vinzon Lee I love this branch! Everyone so friendly.

Gerry Scott One of tellers, Kayla Phillips, at the main branch on Michigan Ave has completely changed the atmosphere there from what I would call stodgy to one of friendliness. This has made a significant difference in the interplay between customers and clients. She is always smiling and is very sharp. She keeps tabs on my account and will notify me with concerns or balance issue. She I believe has made a positive impact on the other tellers, Laurie and Terry. The branch manager Amy also is first class. I have been a member for many years and having gone through the recent loss of my wife Peggy Scott I cant express how refreshing it is to come to the Michigan Ave branch to be greeted by name when I walk in and view smiling happy faces. Kayla in 2 years has transformed your branch into a happy place with great professional service. Sincerly, Gerry Scott.

Brett Nylund Its great to hear from my new advisor, Kevin Krym, who I have had for a year now. Kevin contacts me every month to update me on our progress and trends going on in the markets. I rarely would hear from my old advisor and its nice to not feel neglected as if my portfolio was not worth his attention. SO GLAD I MADE THE CHANGE !