Mary Elizabeth Henige: Primerica - Financial Services - Shelby Township (MI)

John Henighan We use CG Financial to manage our 401k Plan & have been very satisfied with the work – both in the performance of our investment portfolio & rigor of their financial analysis. And, just as importantly, they’ve been EZ for our management team and employees to work with. Often, employees are intimidated by financial jargon or the seeming endless choices for financial investment. CG Financial puts everything in clear, layman’s terms, and then has a hands-on approach to helping plan participants. Whether it’s meeting employees individually to sign them up for the 401k or change their investments, presenting at LorAnn Quarterly meetings, or facilitating engagement or problem resolution with our plan sponsor or 3rd Party administrator, CG Financial has done a fantastic job, and I recommend them highly.

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.

Cali Cal Great experience. Very professional agent that assisted me.

stacey Perrie Very happy with the service I received from Radabaugh and team. As easy as doing your taxes can get. Will return next year!

Hussain Ali Anwar Very professional and reliable Tax consultant. I have been a customer for 8 years and never disappointed!! Thank you Sam for the outstanding job and serving the community!

beth weber The staff at Blue Ox is wonderful. The manager and tellers are friendly. I have been especially impressed with DeLisa. Ive met with her in person and handled business over the phone. She is professional and helpful. She always calls back when I leave a voicemail message. I wish all businesses I work with had employees like her!

Laura Dyga Nathan Whipple and his staff are very professional and caring people - that is a hard combination to find these days. With the very unexpected and sudden passing of my Mother in 2020 - Nathan and Jennifer were extremly helpful. It was a very terrible time for the country - however Nathan and Jennifer went above and beyond the call of duty. I feel my fathers investment need are well taken care of and his finicial future is in trust worthy hands.