Legacy Wealth Management Group - Troy (MI)

Kevin Parks Employees are awesome. Very friendly and helpful. I will never go anywhere else for this service

Mikki Magistrado Seth, Josh and Maureen and their team are incredible. Top notch communication and service. We felt taken care of through the whole process and they happily answered our million questions. The team was even available in outside hours to respond to more pressing matters. I would recommend this team to anyone who is buying their first house and wants to feel confidence in their team and the process. They also give amazing recommendations. Thank you again guys!

Anthony Michalak Kevin was amazing very friendly helped explain everything really well even when I got declined forna loan he still helped me till I got accepted. Thank you kevin

Geraldine Wilson On 6/2/23 I contacted CFCU’s main number and I spoke with your Customer Service Representative by the name of ‘Jose’. Jose was polite, helpful and took the time to address my questions and provide me with clear answers. It was a pleasure speaking with a representative who still understands the importance of “customer service”. Jose is a prime example of why members like me, love Chief Financial Credit Union! Thank you Jose for being so kind and such a pleasure to speak with.

Keisha Simon Very informative She was very knowledgeable

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.

Austin Waldo I’ve worked with Ian and the Waldo Wealth Partners team for years now, and I couldn’t recommend him more highly. Theyre incredibly knowledgeable, responsible, and truly have their clients’ best interests at heart. Ian’s integrity and trustworthiness set him apart, and I have total respect for the way he handles financial planning. If you’re looking for someone who genuinely cares and delivers sound financial guidance, WWP is the firm to call.