LaMacchio Financial Group - Troy (MI)

Probably Drunk Look elsewhere for your investment and retirement planning services! With annuities and other illiquid investments it will be nearly impossible to get your money from these people!!! "Advisor" Bartley Gravelle is not helpful at all.

Daniel Broderick Doug is responsive, competent, and educational. He knows what he’s doing and is a trustworthy financial advisor. He has been helping us grow and manage our financial assets since day one and is not afraid to have a real conversation with us about all the shifts that take place in the market.

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.

Pat Kiester I recently applied for a loan and was so amazed by the great customer service. In this day and age that is very hard to get anymore. I had the pleasure of having Susan Howard s help. She was very professional and kind. She got the job done quickly and was great with communicating with me throughout the process. I would highly recommend Chief Financial Credit Union.

Laura Dyga Nathan Whipple and his staff are very professional and caring people - that is a hard combination to find these days. With the very unexpected and sudden passing of my Mother in 2020 - Nathan and Jennifer were extremly helpful. It was a very terrible time for the country - however Nathan and Jennifer went above and beyond the call of duty. I feel my fathers investment need are well taken care of and his finicial future is in trust worthy hands.

Lajuan Williams I spoke with Ms. Phyliss today; and she was very professional and most helpful in assisting with my payment. Thus far, I believe this is a great Warranty company. I pray I will have no issues with them going forward. Have a great day! Hope this was helpful, L. Williams - Texas!

Jad Zein I’m Glad I chose Accelerated Advisors. The whole team was super helpful in getting me qualified for the Employee Retention Credit.