Herbert Financial Group - Auburn Hills (MI)

Melanie Buckley Paul and his family know the industry well and take pride in informing their clients of all of their choices for retirement first and foremost. They truly care about people and l really appreciate and respect that!

Joel Duncan Under new ownership and causing many issues. Short version of the story: All FY21 tax documents were submitted by the firms required deadline - well over a month before the tax due date. The firm routinely over sold their abilities to handle the workload. The day before the tax due date they finally submitted an extension - after me requesting multiple times. After the delay / extension / poor customer experience - I drove 30 miles north to collect my documents. Two months later the IRS sends me a $1,300 bill for improperly filed tax extensions - they simply put zero on all amounts owed - so interest + penalty had to be paid - After contacting the firm about this bill, they refused to pay (because I took my business elsewhere) - I have in writing from the owner not to worry about any fees prior as the extensions were being filed (this was very well documented due to my concerns) - the IRS has waived the fee after reviewing this saga I am never one to bash a company for a single bad experience. This was a catastrophe of epic proportions. They are so unorganized. As of writing this - their google address is still not updated (~3 months after moving). I would highly encourage anyone considering this company to perform proper due diligence first.

Tanisha FOSTER I was with Jackson Hewitt for 8 years. I decided to try someone else. Tax shield had me in and out with no problem customer service was A1 in Elie understood everything I needed help with. Will be returning next year

Dj Smith My husband and I bought a 2006 Ford Explorer back in December from here. The staff was friendly and helpful with anything we needed. They went as far as staying later to help get us our truck. I would recommend them to others and would consider getting my next car from them as well!

Von Miller My wife and I have been using Costello Financial Planning for almost 5 years now and have been extremely satisfied with their services. We have a fairly complicated financial life and Rob Costello has been a tremendous help in helping us organize all of the moving parts into a comprehensive financial plan to achieve all of our life goals. His services go way beyond just asset allocation and portfolio management. He is also very knowledgeable about estate planning, insurance needs, saving for college, business planning and retirement planning - and he takes a holistic approach to make sure that all of these areas work together. Rob is extremely friendly, a good communicator, and speaks TO us, not at us, or down to us. He takes the time to thoroughly explain the pros and cons of available options, gives us his recommendations, but allows us to make the final decision. And being a strictly fee-based fiduciary, we can contact him as often as needed and never have to worry about conflicts of interest or being pushed into investments that arent right for us. We highly recommend Costello Financial Planning to anyone looking to get their financial life in order.