Legacy Wealth Advisors - Clinton Township (MI)

Lori Roome Theyre good and smart and professional. Highly recommend

Jacobyy V Very helpful financial advisors and theyll answer any of your questions! Extremely happy with their services.

Don Client of Mr Matlock for a number of years.

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.

Keri Fall Khadijah is very educated and always explains things in complete and full detail. She is great at listening and determining your true financial goal. She remains credible and I would highly recommend reaching out to see how she can help you achieve financial success!

Bob Bobby I spoke with Brian Treppa today in his office about a unique tax situation for cross border taxes. He referred me to someone who was an expert in this area. Brian and his staff are very personable, helpful and professional. I greatly appreciate them helping me with a complicated matter. I’ll definitely recommend them in the future.