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    Birkle & Birkle

    5.0 (2 reviews)

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    NHC Financial Services

    NHC Financial Services

    (8 reviews)

    This is the most unprofessional organization I have worked with regarding tax preparation. We…read moreneeded support and were dragged on for nearly a month with one excuse after another as to why it wasn't done. We deserved an honest admission of their incompetence in handling our taxes. We had to finally pull our business from their office and go someplace else because the issue was pressing. If you have simplistic taxes, I am sure this is the agency for you. If anything is complicated, I suggest you look someplace else. And yes, I am referring to NHC Financial Services in Ann Arbor, Michigan. Feel free to contact me to understand why you shouldn't use them.

    We would like to thank NHC FINANCIAL for two decades of high-quality service and support. The…read morestaff at NHC have always been professional, precise, clear and respectful of our family and of our business needs. Via email, cellphone, in-person or secure portal, each staff member has been consistently courteous, professional and accurate with our accounts. Going above and beyond: Every time I have connected with NHC with questions throughout the year, they have been there for us with answers and solid direction. We think of NHC as a strong business partner who cares about our growth and financial well-being. Our family and our two businesses thank you. We highly recommend NHC FINANCIAL to anyone looking for a long-term, quality financial institution with customer care that exceeds expectations! - Chalogianis Consulting LLC

    Wolverine Tax and Financial - Front desk

    Wolverine Tax and Financial

    (9 reviews)

    Downtown Ann Arbor

    Wolverine CPA staff is exceptional. I called Wolverine office directly trying to find a CPA Tax…read morepreparer to finish and file my 2025 IRS Taxes. I had tried to do my taxes myself and had completed everything except one serious problem with inputting and coding one of my 1099-R as a refund of Basis I prepaid on an annuity product that I cancelled and the Basis was refunded to me, not to be counted as income. The program I was using included the amount refunded as Income instead of refund of Basis adding to my gross income. Struggling with the program, I could not get this resolved and could not finish my taxes. I called Wolverine and John Eaton answered my call. I explained the above to John. John actually listens. John came up with solutions. He said I did not need Wolverine for a simple return because of the cost. John proposed that he recommend a tax preparer to do my return and file it. John made 3 phone calls on my behalf and consulted with his staff members to find a person out of office qualified to do my returns. John called me back to keep me informed of his progress. John consulted with me about my tax problem on his time and with no compensation. John Eaton is extraordinary, capable, smart, kind and generous. Wolverine CPA Company is exceptional in the field and I very highly recommend Wolverine CPA. No other company made any effort to talk to me and guide me. John Eaton is a pleasure to work with and I am grateful.

    They did a great job talking with me on the phone about a relatively simple matter, but it took 20…read moreminutes out of their day and they did not charge anything for their time and expertise. Next time. I need a tax service definitely will be using these guys for their expertise and thoughtfulness.

    Fidelity Investments

    Fidelity Investments

    (2 reviews)

    The place is sparkling clean, with gleaming floors. Beverages and candy in a nice lobby area are…read moreoffered to those who have to wait. I came in after 11:00 am on a Friday and had no wait. There was only one gentleman working at the front desk. I came in to renew a debit card which was completed with some amount of steps and question asking. I also came in to apply for a Fidelity credit card. That's where it all kind of went downhill. I won't name names because it's not that important, but the gentleman working at the front desk basically wasn't trained in explaining the credit card at all. He only hesitantly answered my questions based off of his personal experience with the card. Apparently, Fidelity credit cards are done through a third party, even though it has Fidelity branding on it. So I guess none of their employees are trained in how to explain this particular credit card. It's not the end of the world, but in a competing world where I am offered/sold/begged to sign up for credit cards by mail and in banks and retail stores every day, I expected better from Fidelity. I already had my heart sold on the card based off of what I needed the card to do for me and my lifestyle, but I had some gray area questions that needed to be answered by a person who was knowledgeable about the card, not from reading off a website. I expected Fidelity, with its investment advisers and credibility as a banking institution, would be able to explain and answer some relatively simple personal questions about their own credit card. This was important to me, because the other unfortunate thing about this bank was that they have limited business hours. So actually, I had to call off work and come in to ask said questions that were not confidently answered. Fidelity's lack of business hours on the weekend really forced me to do it over the week when I should have been working. So, you can imagine my disappointment when the person at the front desk couldn't really answer my questions, then told me to apply for the credit card online, and not here at the bank. He said I could get a cash bonus offer if I applied online and not through their actual bank. Again, what a disappointment, because I could have just done that myself and not wasted time going into their building in the first place. This by far pales in comparison to when I go to Chase or other banking institutions where I can do EVERYTHING while talking to a human being who can explain and answer every financial query I have, and give recommendations personalized based off of my financial lifestyle. I also appreciate not just having things explained to me, but being able to do it all with one person so that I don't have to go home and do it. Like I mentioned before, this didn't change my decision with Fidelity's credit card because I already did my research before walking into the building itself. But I really feel like I wasted my day. And the service I received was disappointing for something so basic. I mean, the sales people at Kohls are better at explaining their credit cards than Fidelity is! With that being said, i'm not sure if my guy at my counter was getting flustered because a bunch of people came in after me around noon and were waiting. In fact, he never smiled or showed any emotion at all. He answered things to the best of his ability professionally, but I'd recommend Fidelity to better think through their training better. I was dropped like a hot potato when he told me just to go online. I've received way better and helpful service through my other banking institutions. Have we lost the art of human interaction? i=I'm not sure. Seems like this Fidelity branch has.

    I am not a financial genius. Not even close. I majored in Psych. I know close to nada about…read moreinvesting strategies. I started out with investing and building my portfolio on the advice of my dad as a young 20-something. I like that I have always been treated as a rational grown up here. They did not talk down to me then when I was younger or now because I am a woman, etc. They did however talk to me simply, explaning everything to me, helping me balance long term investments with other options for shorter goals. Guiding me through the mine field that managing your money can be. All I can say is I have swum in the seas of a brutal economy and feel I emerged better than most. Properly diversified and kept up to date with what actions to take when. They are solid and reliable. I am not a high risk individual and they do not push. They seem to know their investors and are willing to give you every bit of the attention you need, even if you are small potatoes. And yep I am pretty small potatoes.

    Birkle & Birkle - financialadvising - Updated July 2026

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