Legacy Wealth Advisors - Clinton Township (MI)

scott After all the fees, the real interest rate was over 20%.

Jake Bruce As first-time home buyers with absolutely no knowledge about how to purchase a home, we couldnt have asked for a better person to guide us through the process than Carol Nowland. From start to finish, she supported us every step of the way with patience, clarity, and genuine care. She was always quick to answer our (many!) questions, and we felt completely comfortable trusting her advice. Carol made what could have been a stressful experience feel smooth and manageable. Were so happy we got to work with her and would highly recommend her to any first-time home buyers. Thank you, Carol!!

Bob Suminski We need a couple of items regarding our IRAs addressed and need to speak to a consultant, Jacqueline Tran. We called her directly and left a VM, emailed her directly, called the branch number and no one answered and left a message and sent a message from the branch messenger on the web site and no one will respond. Has the Troy branch closed down? It is irresponsible and disrespectful to your customers to ignore them. We have had four different consultants in the past two years because consultants dont stick around which should have been a clue for us to move on. We are seriously considering moving our funds elsewhere where well get more respect after years of loyalty to Schwab.

Richelle Leskun When we had a great deal of success with Mr. Bircher. He has been our financial advisor for many years. He is very attentive to our individual needs regarding our needs for retirement and our future. We are very pleased with his service.

Loreta Soriano good

Terry Bailey I went over my limit for the 2024 and just wanted to take the extra money and open a new account so that I wouldnt penalized by the IRS witch Im aloud to do. But trying to get someone to help you is like pulling teeth. They keep transferring you from one person to the next until you get fed up enough to hang up. THE WORST CUSTOMER SERVICE IVE EVER HAD TO DEAL WITH!!!!

Virginia Lauder Very goid and professional. My CFP takes the time to get to know you, what your financial goals are, how you are progressing towards goals, and go as recommendations to achieve these.