Ascend Retirement Solutions - Shelby Township (MI)

Janna Flory Andy O was an absolute pleasure to work with. He partnered with me in finding out my goals for home buying and coached me through the entire process. Andy provided education on mortgage financing options and didnt pressure me to make any decisions I was not comfortable with. Andy and his time were quick to answer ANY questions I had throughout the home buying process and ensured all deadlines were met on time. We will definitely be working with Andy and his team again in the future when his services are needed. Thank you, Andy (and team) for such a wonderful home buying experience!

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.

Dora Pitts We’ve used this MCA service twice now once for payroll during a slow season and once to remodel part of our shop. Both times, the process was incredibly fast and transparent. I like that they don’t require perfect credit; they just look at your actual revenue. The funding gave us flexibility when we needed it most. It’s an excellent option for any small business facing short-term cash needs.

Adam Berch John is the best there is at what he does.

C Drake Tyler helped me and my husband open up our accounts. He was awesome very informative and left no stone unturned to all the available Perks to Being a member. Any continues to keep in contact to make sure everything is up to date and going well. Never had that with any other bank or Credit Union. Its nice to know that they actually care enough to send you an email to see how youre doing. Im so glad I joined this Credit Union I just wish I would have done it sooner.

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.