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Ann Arbor Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Ann Arbor.

  • 32 hires on Thumbtack
Guy B.
Verified review

We found Roxana on Thumbtack after our previous Tax planner announced he was retiring this year. I selected a few of your recommended Tax Professionals and had a call with each of them outlining our needs. All were very professional, but I just felt most comfortable with Roxana on the phone. When my wife and me met with her, she was exactly as I had expected, very professional and knowledgeable. She took all the information/paperwork and we came back a week later and she went through our completed taxes, answering all our questions. Her costs are very reasonable, we will definitely use her again next year and I would have no hesitation recommending her.

Top Pro
Scott W Peterson
5.0
from 15 reviews
  • 11 years in business
  • 18 hires on Thumbtack
  • Top Pro on Thumbtack
Christian H.
Verified review

Scott spent a long time late at night setting my financial worries at easy. He has flexible hours and is extremely professional.

Top Pro
Senter, CPA, P.C.
4.9
from 13 reviews
  • 16 hires on Thumbtack
  • Top Pro on Thumbtack
Helena K.
Verified review

Mr. Senter is exceptionally knowledgeable of the accounting needs for my private practice. I especially appreciate his ability to openly, and directly, discuss the importance of accuracy in financial management. He shares the same goals as I and can see the big picture in terms of economic growth and planning. I’m excited to work with him!

  • 18 hires on Thumbtack
Maggie B.
Verified review

This year I needed extra help with multistate returns and went to see Frank. He was knowledgeable and friendly and took the stress out of filing my taxes. I felt like I was in good hands with Frank preparing my taxes as he seems to be highly ethical and competent. His fees and turnaround time were quite reasonable. Frank took the time to review my tax situation and to provide helpful planning advice for future years. He is also a certified financial planner, which means he has an understanding of the whole financial picture, not just the taxes, which is especially important for those interested in getting their financial house in order.

Cents Savvy LLC
5.0
from 10 reviews
  • 2 years in business
  • 4 hires on Thumbtack
Kourtni T.
Verified review

I invited Cents Savvy to my church in an effort to equip our senior congregation for the next chapter of their life. Tiffany presented so very valuable information to the group including the importance of credit monitoring, and investing in retirement! A lot of people had no idea their employers matched their contributions to their 401K. The budgeting example was helpful as well. I recommend Cents Savvy to anyone who doesn’t understand their financial state or have an interest in future financial planning. Tiffany is very patient and I felt educating us was her number one priority for current and future clients

  • 13 hires on Thumbtack
Charles K.
Verified review

Hank was the first to respond and he provided quick and complete information. Scheduling was very easy using their website. My appointment was with Wendy Spiot who was friendly, helpful and completed my returns very quickly and accurately. The fee was less than quoted and far less than other services who responded. Highly recommend!

CF Retirement Planning
5.0
from 2 reviews
  • 14 years in business
  • 1 hire on Thumbtack
Jennifer L.
Verified review

Charles took care of my financial planning needs and showed me options that I didn't know were available. He helped me get into the best possible position for retirement and I am confident that by following his plan for me that I will exceed my financial goals in retirement. He also has an Estate Planning Attorney on staff who specializes in Elder Law and he was wonderful to work with for establishing my living trust. I recommend Charles to anyone looking for Retirement Planning, Financial Planning or Estate Planning services.

Cash and Associates
5.0
from 2 reviews
    Business Owner D.
    Verified review

    Mr. Cash is easy going and professional. He isn't pushy or overly aggressive. He keeps it simple and professional. Definitely someone you want to do business with.

    • 1 hire on Thumbtack
    Rebecca S.
    Verified review

    i have enjoyed working with Aaron and his team at Key Financial. Not only do I trust them to do my personal taxes, I also have entrusted them with my business taxes and more importantly helping to create a financial plan. I appreciate Aaron's direct and honest approach, but the knowledge and learning is what makes me a loyal customer. Key Financial provides me value by always looking for ways to simplify or better my financial standing with services even outside their practice. I recommend anyone starting a business to meet with Key Financial, they can help you start with proper financial structure and help you grow.

    Cara J. Gaston
    5.0
    from 1 review
      Henderson Tax Service J.
      Verified review

      I myself am a 45+ year tax professional and as a result of personal medical issues I have had to abandon my profession. My wife and I met with Ms. Gaston after being referred by our son and daughter-in-law for many years. We were met with patience and understanding as to our tax needs as well as our concerns regarding turning over our financial affairs to someone after being responsible or our own as well as others. We were impressed not only with her expertise, but the way she made certain we were comfortable & informed during the entire process. We were further impressed at the willingness to accommodate our schedule even to the extent of delivering a draft to the hospital prior to finalizing our return to insure our satisfaction. Continued success to the exceptional service of this company!!

      • 36 years in business
      • 2 hires on Thumbtack
      Ryan B.
      Verified review

      Tom Lhota really went the extra mile for us, even working with us after the return was filed to help us with some paperwork. Would highly recommend for anyone with a relatively complicated return like ours!

      About

      We are the only community-based, one-stop resource specializing in retirement distribution planning and mitigating tax. Few investors realize that the federal government is the primary beneficiary on their retirement accounts, and that unless they take specific steps to “disinherit” Uncle Sam, they could sacrifice from 35 to 80 percent of their nest egg to taxes. Many people have a plan or strategy while accumulating their nest egg, but few people have an "exit plan" as to the best way to withdraw their money, protect themselves from outliving their money, maximize social security benefits, mitigate or eliminate various taxes, and pass what's left over to the heirs in the most tax-efficient manner. I create customized "exit plans" and distribution strategies.

      • 14 years in business
      About

      We specialize in helping women build financial confidence, clarity and direction

      About

      Serving West Bloomfield, MI, and outlying areas, Jimm F. White of White Financial, LLC is offering services not limited to the following: - Investment Planning - Tax Strategies - Estate Planning - Long-Term Care Insurance - Retirement Planning

      • 12 years in business
      About

      Our clients work with us because we spend more time understanding you, your situation and goals. We use the Asset Map process to help clients get organized and understand our current situation. We then are able to deliver custom strategies meant to solve your unique set of circumstances. We want you to learn what your situation is and what you need to do before you make a commitment to us. There is never a cost to sit down and talk with us, we are glad to meet and give you our thoughts with the hopes that we earn your trust and business. We take great pride in our client first, holistic approach to financial planning. When we can help a client organize their financial house, identify goals and execute on a plan, we have had a really good day.

      About

      We offer the following services: * Tax Preparation * Bookkeeping * Business Services * Tax Debt Relief Our clients receive their maximum refunds guaranteed.

      About

      We are with the (BBB) Better Business Bureau. We have two locations. Southfield, MI and Detroit, MI. Our Licensed agents are able to design financial programs to fit individuals and groups needs. You tell us what is affordable for you and we will get to work for you.

      • 18 years in business
      About

      • 23 years in business
      • 1 hire on Thumbtack
      About

      Because their some real problems out there called debt leverage and we are trying to help people mack the decision for the right reasons When choosing a life insurance policy it pays to learn about the different types of insurance available, shop for the best rate, choose an agent wisely, and check the reliability of your insurance company. Knowing what your needs are and what you want your Life Insurance to do for you and your family is done with a qualified Agent who does a thorough needs and analysis for you and then you can decided what type of insurance is best for you, This is not done online you need a Professional! Normally, a salesperson sells for one company only, while a broker can place your policy with one of several. In theory, this would seem to be a reason to prefer a broker, but in practice, the integrity of the person you are dealing with is far more important than is the legal relationship to an insurance company or companies. Donner’s Financial Services Inc. is an independent Broker for insurance companies, we works for you not the Insurance companies. IRA Account Types We Plan and Manage: TRADITIONAL IRA – Putting money away for tomorrow with the benefit of a tax deduction today. ROTH IRA – The biggest future benefit, all earnings can be tax-free and fund your retirement. SEP IRA – Typically established at a small business, tax deductible contributions by employees may also be possible with this IRA type. SIMPLE IRA – Typically simpler and often with less cost than a 401k, this type of IRA is a hit for small businesses and their employees. Help With These IRA Transactions: Opening, Contributing and Transferring IRAs.

      • 41 years in business
      About

      I treat every new potential client the same, with the same respect. My goal is that every person that meets with me learns something about personal finance and how to improve their individual situation. There is no charge to meet with me. I also provide a complimentary Financial Needs Analysis to all of my potential clients. It gives the client a financial game plan in all areas of personal finance: debt, investments, and protection.

      About

      We specialize in helping clients protect their principal, while seeking yield or growth from their investment capital. Viking Financial Group, Inc. is an independent firm in South Eastern Michigan, with the knowledge and resources to plan for whatever our clients need. For almost 25 years, we have been providing comprehensive wealth management services to our clients. We can help you with all of your investments.

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