Merrill Lynch Wealth Management - Ann Arbor (MI)

Denise Bell This is an efficient, cautious company which carefully analyzes the best course of action based on your financial needs and goals while building a long term relationship.

Ruby Steele I was able to get fast payday loans online without any hassle and the money was in my account in no time. The staff was super helpful, making the entire experience smooth and stress-free.

Audrey Brewer Amazing team! Melissa has always been there and helped me with my returns every year! Highly recommend for any of your tax needs.

M S The quality of service was excellent, and the rates were far better compared to other exchange services. The company provides extensive documentation and detailed receipts, and is highly professional. I had the pleasure of working with Rawan, she was highly professional and kept in contact throughout the entire process to address any concerns I have. She also made sure the recipient received the amount in full in a timely manner. Highly recommend.

Milan Holland Just wanted to say that Michigan legacy has been great to me. This morning I had a great phone call experience with with an employee named Catherine she was nice, polite, and very helpful. True professionalism.

Harvey Wilcox I just had the most remarkably helpful experience in my life with someone offering help with my taxes. Dear Jasmine. Because of its many glitches, I gave up on HR Block this year and this is my first year using Turbo Tax. Although I had properly entered all my data, your program identified problems with two annuities and would not e-file my return. The first person who tried to help me was Ali. He was kind and tried very hard to help, but eventually gave up. Then I wrote back and forth with another person who concluded there was “something wrong” and disappeared. When I wrote back to see if he/she was still there, I got the same response that there was "something wrong." Today I fortunately ended up talking with Jasmine who stuck with me for several hours (she was very patient with someone turning 80 next week). We reviewed several entries and, after she took a research break, she explained that there is a known problem in the Turbo Tax program having to do with entering information for annuities that is expected to be fixed by March 21. She then helped me with a couple of entries that would let me apply my refunds of Federal and Virginia taxes to next year’s returns. I had spent over 20 hours trying to figure this out and haven’t slept for 3 nights because I can’t find an accountant at this late date. I totally trust Jasmine and believe that the problem will be resolved shortly and that I will be able to file both returns after March 22. By the way, I was very impressed with Jasmine’s analytical abilities in tracking down and isolating the problem. You have a “gem” in Jasmine. Leslie Wilcox

Randy Carlier Ive been working with R.J. Koss and Joe Saverino for about five years now. Not only have they managed my 401(k) portfolio extremely well, but also several of my clients. They all tell me how great these guys are, a sentiment that I can only reiterate. I highly recommend R.J. and Joe!!!

Sai I’m giving 5 stars to Kylie f. She really helped me understand loans. She was nice, helpful, positive and cool to talk to over the phone.