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Senter has done a great job cleaning up my quick books for me he is Knowledgeable and will now be doing my taxes every year... I will also be referring all my buddies that own businesses and family for tax prep
Rhonda is very knowledgeable about her field. She is genuinly passionate about helping others and it shows with her patience. No cookie cutter or quick sales approach here! She listens to specific needs to find out what is best for you and your family. Rhonda is HIGHLY recommended.
Mr. Woods was very professional. He listened to my needs and got me the best possible coverage including a few that I wasn't aware I needed to adequately provide for my family's needs.
Mike worked with us to file current and previous years taxes. He didn't use jargon and explained things in a way that was easy to understand. Prices were fair and in line with the work he performed. I have, and will continue to, recommend his services to family and friends.
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!
Mr Cash and associates are very professional, courteous, helpful and punctual. They have their clients best interest at heart not their commission.
Jonathan has been a fantastic resource in planning and realizing our families financial planning dreams. Highly recommend.
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!!
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.
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!
We specialize in helping women build financial confidence, clarity and direction
Clear Financial Advisors offers accessible financial planning and low-cost investment management services to individuals and businesses. Our menu approach delivers a service fit for your needs. We do not try to make you fit into a retainer or other service model. CFA is noticed for its expertise in investment management. Our advisors are frequently quoted in the media, and have contributed as writers for outlets including Forbes, Dow Jones/IAC, and Yahoo!Finance.
I work one-on-one with individuals in need. You may be looking to strike out loads of debt, finding ways to free up your hard earned income, or would like to create a specific retirement or college plan. I offer insight, options, and encouragement to eliminate the obstacles that are hindering you from achieving your financial peace.
Our clients work with us because of hands on money management approach with a focus on efficiency and client first approach. Our philosophy is to maintain an efficient portfolio by managing the costs associated with the portfolio with a focus on risk adjusted rate of return. We make sure you are not overpaying for management that is not appropriate to your needs and goals. 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 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.
We offer the following services: * Tax Preparation * Bookkeeping * Business Services * Tax Debt Relief Our clients receive their maximum refunds guaranteed.
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.
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
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.
We are an independent fee only RIA (Registered Investment advisor). We specialize in estate planning and account management. Our mission statement is Maximize client wealth thru education, commitment, and professional partnerships. Let us quarterback your professional planning team. We do not get paid commissions for recommending products. Fee only is the way to go, check it out for yourself and you be the judge.
We offer accounting services, financial consulting, CFO services, and interim CFO. We have experienced in accounting, and we have finance professionals who can assist with ongoing accounting support or the setup of accounting systems. We also have experienced with Quickbooks and other packages. We can also provide consulting services, addressing financial reporting needs, financial analysis, budgeting and cash flow improvements.