Legacy Wealth Management - St Clair Shores (MI)

Samantha Mccuaig Everyone is so nice and helpful! Love Jaime, Pam, Trish, Marilyn and Isabella!! Very lovely ladies!

Lauri Watts Mark and his team are very professional and knowledgeable. They make a transition/roll over very smooth.

kristina rehfus Jason is someone you can trust with your Financial planning and retirement goals. Everytime I have had a question or need assistance with my 401K, he was there explaining options. It’s nice to know you have options explained on how I see my future. Maria has done my and my husbands taxes for the last few years and I won’t go anywhere else. It’s nice to know my financial needs are in good hands. Highly recommend Thank you to the entire team!

Sandra Bradley They are so helpful.. they are very informational and very professional.. Thanks to Steve and the security Jake for some life tips… I am so grateful to be a part of the family now.. You guys will not be let down going here.. RUNNN DO NOT WALK!!

Lyman Thompson I think AGFS is a great company and serves its clientele extremely well. They make it easy to access them for any questions or help needed and have face to face meetings which I believe is very important. Their success has shown this. I have been with them for many years and will continue for many more because of who they are and what they represent.

Carma Johnson I learned about the opportunity for this review at a Thatcher sponsored event. It was informative and helpful to have the review process done. Thank you very much for your kind comments and advice.

kristy shepherd I cant say enough great things about the Taylor location! Jennifer Bartos, the branch manager, is amazing. She really takes her time and listens to her customers. She made us feel like family! The banking center is so welcoming and friendly. I definitely recommend this banking center.