Jamel Parks - Dearborn Heights (MI)

Shaker Hites We are retired. Several, 10 years ago, we looked for 100% safe place to move money with the best return possible. Does that sentence seem possible? We found that, with James Moran (and Amie}. He has our total confidence. He understands our goals. He is lighting fast to respond, makes everything happen with least amount of hassle and as a bonus a nice, easy going fellow to interact with.

Reina Jenkins I might be biased, but I LOVE CHERRY TREE!!! (:

KEN CHRISTIE I have been a client of Concorde Financial for a decade and have been always satisfied with their service until this year. We all hope such companies, who do our taxes understand the tax codes since we are paying for their knowledge, so be warned that Concorde will not stand behind their returns should you get notified of an error, as I did. I received notice from the MI Dept of Treasury for a past return this year that was not correct and when I took the notice back to Concorde, they told me that the only thing i had to do was to return a copy of my tax return from another state as requested. I made sure it was the right thing to do and they assured me it was. Two months later I get a second notice from the MI Dept of Treasury and stating the same issue. This time, Concorde would not return my calls, the lady who did my taxes..Heather..kept telling her assistance she was on a conference call each time i showed up in person...twice..and then promised me i would be contacted by the owner...Mark..be email since he was to respond. It is now over three weeks since i visited and nothing has been sent to me or called by anyone. i even called the MI Dept of Treasury to understand myself what was wrong with my return, despite the fact I did not do them and expected it to be correct. They told me that Concorde, being a MI company should have known what the requirements were and as a result, i had told Concorde i would gladly pay whatever tax was due but I did not feel interest was my responsibility because they were at fault. Obviously Concorde does not want to admit anything but not to stand behind their work, I feel, is the last thing anyone of us would expect to happen. I paid them to know the requirements and to do them correctly..why should we have to pay for their mistakes and why is there no professional courtesy to return my calls and my visits. I will never recommend them for such a lack of professionalism and for not standing by their work and I caution anyone to reconsider using them if you are looking for a company who stands behind their work, especially when dealing with taxes.

Marie Jimenez Always come back to Dulce for the past 4 years. She’s amazing and always finds us the best prices and best refunds.

Michelle Rousselo I was having a horrible issue with my new debit card constantly being declined even though there was money in my account. The wonderful woman at the counter knew exactly who to call to figure out what was going on. She got the issue figured out, got me a new card ordered, everything has been working great since. Im really very thankful.

Scott Nashlon I could not recommend Nick and his team more. They are both so friendly and they are doing a phenomenal job managing our money. Thank you and keep up the great work!

Roberto Cardenas CINDY D. was very kind and helpful getting my wife’s bills/account straightened out! She even went above and beyond and used the little Spanish she knew to help my wife understand everything clearly. I would definitely recommend CBM Services!

Dan Kaczanowski I’ve shopped many financial advisors in Grand Rapids. Zhang is no nonsense, straightforward, and no hidden fees. They take the time to explain, treat you like a unique person with your own level of risk tolerance and needs, and keep you informed. This is the way all financial advisors should operate.