Legacy Wealth Management - St Clair Shores (MI)

J Sorrell My experience with this company has been nothing less than stellar. As a client for a couple of years now, l have gotten an A+ experience across the board. I have benefitted from their professional tax preparation services, top-tier customer service, and a high level of knowledge and expertise from the advisors. Five out of five stars from me!

Arthur Taylor This is a great financial institution. I have been a member here over 7 years. The staff are always nice and helpful and they have a straight forward loan process. Ken in member services is AWESOME! Ive worked with him a few times and hes always very thorough, friendly and helpful!

ejjj racksss it was so bad, bad service and they were disrespectful.

Chad Heeter I have worked with Mark Drake for the past year or so and I couldnt be happier. Mark is a great guy that took time to explain everything investment related to me in a really helpful way. If you are seeking a financial advisor to make your money work for you, give them a call, they have been awesome to work with.

Dan Kaczanowski I’ve shopped many financial advisors in Grand Rapids. Zhang is no nonsense, straightforward, and no hidden fees. They take the time to explain, treat you like a unique person with your own level of risk tolerance and needs, and keep you informed. This is the way all financial advisors should operate.

Bill Funk Knowledgeable, friendy, discreet