Trinitas Planning Group - Rochester (MI)

Ivo Gasparotto Managing financial investments can be daunting and difficult! I am so grateful I work with Dennis to help us prepare for the future, navigate change, and stay sane when the road gets challenging. Dennis has supported us during difficult career transitions and makes financial decisions easier by laying out clear options, risks, and opportunities. He helped us structure our money in a way that makes sense for our lifestyle now and in the future. Dennis listens, asks the right questions, and ultimately understands our goals and how they change. He is flexible and can adapt our financial plan according to changing goals. Besides being a trustworthy expert in his field, Dennis is easy and fun to talk to! I highly recommend working with him.

Nathaly Alpizar Scam place

Alana Jarl I am feeling very secure with C2 Private Wealth. After attending the retirement education course and having a few meetings with Jake, I felt very confident with the education I received and the plan of action for retirement. I highly recommend taking C2 educational class if you are thinking about retiring in the near/far future. It is very informative.

Thomas Henley Eric Konopka is a God amongst financial advisors. I have heard a rumor that Warren Buffett may seek financial advice from Eric Konopka.

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.

Melanie Buckley Paul and his family know the industry well and take pride in informing their clients of all of their choices for retirement first and foremost. They truly care about people and l really appreciate and respect that!