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(734) 324-3826
What Clients Are Saying Merrill Lynch Wealth Management (GG)
5 /5 Lenore Hubbell: Great advisors. Been with them for quite awhile. Thank you for all of your professional help. See you soon. Hi, Jason, I was in today to let you know I wont be at the Crystal event. Keep me informed of whats going on. Thanks Lenore Hubbell.
5 /5 Chris Golen: Has always responded in a timely matter. Gave me excellent info. Ill never go anywhere else.
Andrew Shulman The folks at the Detroit Carson office are incredible to work with and have managed my portfolio in a way I’m very satisfied with. Besides doing a great job managing my portfolio, they have been great with communication and explaining my investments to me. Very happy I made the move over to them.
Raymond Womack Ive been a member of DFCU since before the 1980s. With that being said I Love ❤️ my Credit Union and its staff at many of the various locations. It is right up there as one of the best Financial Institutions for my money. I have never had a bad experience with the staff, their financial services or the statements reporting activity. Love the latest location on Cass Ave.
Joel Duncan Under new ownership and causing many issues.
Short version of the story:
All FY21 tax documents were submitted by the firms required deadline - well over a month before the tax due date.
The firm routinely over sold their abilities to handle the workload.
The day before the tax due date they finally submitted an extension - after me requesting multiple times.
After the delay / extension / poor customer experience - I drove 30 miles north to collect my documents.
Two months later the IRS sends me a $1,300 bill for improperly filed tax extensions - they simply put zero on all amounts owed - so interest + penalty had to be paid
- After contacting the firm about this bill, they refused to pay (because I took my business elsewhere)
- I have in writing from the owner not to worry about any fees prior as the extensions were being filed (this was very well documented due to my concerns)
- the IRS has waived the fee after reviewing this saga
I am never one to bash a company for a single bad experience. This was a catastrophe of epic proportions. They are so unorganized. As of writing this - their google address is still not updated (~3 months after moving). I would highly encourage anyone considering this company to perform proper due diligence first.
Kaylajoy Yaek I’m genuinely excited to see this credit union continue to grow across Michigan! Every interaction I’ve had from the tellers to the bankers has been nothing but positive. I’ve had the pleasure of working with Julia Kaiser on several occasions, and she’s been an incredible resource for all of my questions. Honestly, I don’t think most people say this… but I’m actually looking forward to my next loan just so I can work with PDCU!
Theresa Whetstone One of the best experiences Ive had setting up a bank account. Sue was amazing and explained everything in detail. Im very happy with my choice to open an account here
Grae Smild Jim is a passionate advisor. His years of experience in the industry shows with his wisdom and excelling performance. Thank you for your kind, caring, professional knowledge, it’s promising to know someone to trust with my funds and investments.