Legacy Financial Life Insurance Agency - Warren - Warren (MI)

Kayla Bruce Owner is extremely rude. Not at all professional and becomes erratic over minimal things such as parking. Would not recommend!

LaMonica Stewart Sloan and Chris were both wonderful with helping me get into a vehicle. My credit was terrible and I was close to not having a job because my previous vehicle was beyond repair. I love my 2013 Ford Focus. I get so many compliments. Once again thank you guys so much for working with me.

Raymond Womack Ive been a member of DFCU since before the 1980s. With that being said I Love ❤️ my Credit Union and its staff at many of the various locations. It is right up there as one of the best Financial Institutions for my money. I have never had a bad experience with the staff, their financial services or the statements reporting activity. Love the latest location on Cass Ave.

Lynn B. I have worked with Fineberg Wealth Management for 13 years. Zachary is a true fiduciary, managing my portfolio with prudence and competence. He has helped me minimize tax exposure while consistently growing my assets. He has always been responsive to my needs, questions and directions. He is a knowledgeable advisor and I highly recommend his services.

Edward Joubran Marie Nicholson - outstanding service and support. She took care of me several years ago and recently I refereed a very close family member - she was great as usual. Very detailed young lady. Respectable and thorough.

Ginny In all transparency, this is a very early review, but it feels justified. Bradford has been a complete pleasure to work with. As a young investor with a smaller amount of assets to offer to manage, I didn’t expect nearly the attention he’s given me, or the time he’s been willing to spend with me to help me learn. Aside from his 15+ years in the field, the firm’s principals are CPA’s with combined 50+ years tax/finance experience. As a CPA myself, I can vouch for the value of the combination of finance and tax knowledge the firm offers. I would highly recommend working with Bradford, or likely anyone at the firm.

Lisa Smith Today, I worked with Shannon regarding a financial matter. She demonstrated extreme patience and kindness as she walked me through the entire process. In such a fast paced world, its not often that I see such amazing customer service. It was a pleasure to work with her.

Melissa Cuthbert I would highly recommend their services!