Modern Wealth Management - Troy - Troy (MI)

Upper Excelon I’ve been using the services of this tax accounting firm for both my personal and business taxes, and I must say that I was thoroughly impressed with the level of service I received. From the moment when I call in the representative was very helpful and when I arrived in person I was greeted by friendly and knowledgeable receptionist who made me feel at ease. The Hassan was able to answer all of my questions and provide me with expert advice on how to optimize my tax situation. They are professional and efficient throughout the entire process, and I was able to get my taxes filed on time without any issues. I also appreciated the family-oriented aspect of this firm. Which made me feel like I was part of a community rather than just a client. Its clear they actually care about their clients. Overall, I would highly recommend this tax accounting firm to anyone in need of personal or business tax services. They are knowledgeable, friendly, and professional, and they truly go above and beyond to ensure that their clients are satisfied.

Katelynn Vanhouten Really good place to start what you need and they explain things to you when you dont know and they make sure to take the time you need to understand things I had a very good expirence call with them :)

Connor Waldo I generally have a really good experience. some of the stuff with community financial is a little bit odd in terms of their information systems, but I like the friendly and family oriented atmosphere. They are always helpful when it comes to getting a car loan as well. overall I think its good to have a credit union on your team and Im glad that I have community financial. I have been banking with them ever since I was 8. Thats over 20 years.

Don Vandamme I wanted to open a new account to take advantage of a current CD special. I went to the St. Clair Shores Branch on Little Mack. I made an appointment for a Saturday. The Branch was busy which is to be expected on a Saturday. My wife and I were helped by Lisa. She was very professional, and she apologized for our wait time. She took her time with us and explained many things the credit union has to offer. Overall a very good experience, I am happy I made the choice to open an account.

Patricia Swafford She took my call and under a time and availability issue, she was able to help me get done what I needed to do, in a very timely manner! I appreciate her and her efforts to get my request completed!! Thank you so much!!

TiLynn P Rhonda has been there for my mom for a long time. My mom is super skeptical about anyone she handles business with but she absolutely trust and feels completely comfortable with Rhonda. My mom sang her praises so much that I started going to Rhonda about 5 years ago and never looked back. Rhonda restored my faith in local businesses.

Alan Olweean The preparer has been nothing but professional all the time I have been using her. Friendly and very knowledgeable. Confidence is what I am most impressed about Pam.