Integrity Wealth Consultants - Utica (MI)

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.

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.

Jay Bee Absolute best-in-class financial advisors. Mike and his team treat clients like family and get you on the right track to financial freedom in retirement. They take the time to listen and educate in order to customize the best solution for each individual. I can’t speak highly enough about this amazing team! I highly recommend this firm to anyone in need of a financial retirement strategy.

Steve George Some of the nicest, most competent and honest people we’ve ever dealt with. They take the time to understand what YOU want to do and not what just fits into a general investor profile. They stay in touch, help make investment decisions and yes grow our investment accounts. Highly recommend getting in touch to see if they match up with your interests.

Mark Strek Rolled over my IRA to LifePlan and couldnt be happier!! ALL of the employees at Lifeplan are truly great and passionate about their work. Jeffs attentiveness to my account is very refreshing compared to past advisors Ive dealt with. LifePlans staff is extremely competent, professional and friendly. What I truly love about LifePlan is that it is abundantly obvious that everyone there follows the Golden Rule, which is unfortunately hard to come by these days. You definitely feel like your "part of the family" when you become a client.

Andy Near I highly recommend James. He is so down to earth. And speaks very plainly about our investment options. Its a breath of fresh air when we go there.