Heritage Wealth Partners - UBS Financial Services Inc. - Detroit (MI)

Jess Diem Outstanding Experience with Our Loan Officer and Processor! We couldnt be more grateful for the incredible service we received from Taylor and Haley throughout the home loan process. From day one, they were professional, knowledgeable, and genuinely invested in helping us secure the best loan for our needs. Taylor was clear, patient, and always available to answer our questions—no matter how small. They explained every step in a way that made us feel confident and informed, and they worked tirelessly to find the best possible rates and terms. Haley was equally amazing—thorough, responsive, and extremely organized. They made what could have been a stressful process feel seamless. Every document was handled efficiently, and they kept us updated every step of the way. Thanks to both of them, we closed early, without a hitch. Their dedication and expertise turned a daunting experience into a smooth and even enjoyable one. Highly recommend this team to anyone looking for a reliable and supportive lending experience!

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.

Chris Murphy Ive banked with them for a while and the staff has always been very helpful and doing loans is very simple with them as well! I highly recommend their banking services!

Alex Senko You’ll never get a hold of a customer service rep, it’s all automated. There’s not even an option for you to request to speak to a real person. They don’t send out any of those payment booklets that every other financial institution does. God forbid you need to skip a payment, you’ll never reach anyone to get the approval on that. Accidentally paid twice for one month and need the money back? Sorry, you’re just gonna have to deal with it bc you can’t reach anyone. Worst loan company ever, I wanted to rate 0 stars, but obvi that’s not possible. Based off the other reviews, they don’t care to remedy any of these issues either.