Keywords: establishment,finance,point_of_interest

Elder Financial Consultants - Dearborn (MI)

Address: 🏡 15706 Michigan Ave, Dearborn, MI 48126
Phone : +1 (313) 289-4444

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJr5HuZaQ1O4gRZV40Oi2fBOk

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    N.M W: Very helpful especially during these stressful times. The lady I talked to was very nice and was able to listen to the problem and lead me in the direction that solved it. Very helpful much more than other universities I am sure.
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    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.
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    Gerry Scott: One of tellers, Kayla Phillips, at the main branch on Michigan Ave has completely changed the atmosphere there from what I would call stodgy to one of friendliness. This has made a significant difference in the interplay between customers and clients. She is always smiling and is very sharp. She keeps tabs on my account and will notify me with concerns or balance issue. She I believe has made a positive impact on the other tellers, Laurie and Terry. The branch manager Amy also is first class. I have been a member for many years and having gone through the recent loss of my wife Peggy Scott I cant express how refreshing it is to come to the Michigan Ave branch to be greeted by name when I walk in and view smiling happy faces. Kayla in 2 years has transformed your branch into a happy place with great professional service. Sincerly, Gerry Scott.