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Browse these family financial services with great ratings from Thumbtack customers in Grand Rapids.
They are great. They covered every aspect of my financial planning. They also did my taxes which was an added bonus.
I would highly recommend Katie's Tax & accounting services to anyone. She is always very accommodating for appointment times and has even offered to pick up and drop off paperwork to me. I also appreciated her suggestions for getting the most out of my tax return without stretching the truth! Her fees are extremely reasonable and even offers referral discounts!
*As opposed to other web sites, your information will go ONLY to me. I am Jeanine Kinzie and I will personally handle your quote.
Wealth Management, Estate Planning, Insurance, Investment, Retirement
Our wholeistic approach to financial planning was designed to give you the CEO treatment at a affordable price. Our process reduces inefficiencies and strives to prevent unintended consequences when making financial decisions. We work with other financial professionals to coordinate and help our clients with their financial goals. Having one point of contact for financial questions saves our clients the time and stress of meeting with multiple professionals. Our comprehensive approach to financial planning uses a collaborative analysis of insurance, investments, business planning, and tax planning strategies. We can also coordinate with your legal and tax professionals.
If what you thought to be true about . . . How you finance and pay your mortgage Income taxes How you fund and distribute your retirement plans How you pay for college How you finance and pay for major purchases such as cars, etc. . . . turned out NOT to be true, when would you want to know? I am in the financial services business with a very unique approach in that I help people find money they are currently transferring away unknowingly and unnecessarily. The way I do that is by helping you find and identify where losses are happeingin unknowingly and unnecessarily, in your financial life. Then we work on helping you pick the winners. Yes, picking the winners is important, considering the fact that many of us have more money leave our financial situations then we save this is a very powerful concept. I encourage you to take advantage of my Complimentary Financial Consultation where I will show you: How to become a Wealth Creator How you can capitalize on the power of compound interest, solidify access to your money, and minimize the losses you may be experiencing from how you make major capital purchases like buying cars and sending your kids to college. The benefits associated with various savings vehicles You will also receive the answers to the 4 toughest financial questions anyone serious about their finances would want to know: What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy? How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last till life expectancy? Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle till life expectancy? If you dont do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy? To schedule this consultation call me at our offices (you can find this info via Thumbtack or google Eminence Financial Solutions) another option is to e-mail me through Thumbtack. I look forward to learning more about your business, your family and seeing if we are a good fit. Steve Kitchen Certified Tax Preparer,CCFC Serving in the finance industry for over 18 yrs
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
My goal is to provide you a comprehensive financial needs analysis for families, individuals, and businesses. Strategies are designed to integrate your goals with the objective of providing solutions in the areas of asset management, asset protection and retirement income.
WPS Financial Services is committed to helping you pursue your long-term financial goals in a way that honors God. By specializing in biblically responsible investing, we can help you honor the Lord by following His plan and principles. We start by evaluating all of your current investments to see how they line up with biblical principles. We use a morally responsible screen to eliminate investing in companies that are involved either directly or indirectly in abortion, pornography, adult entertainment, alcohol, tobacco and gambling. Next, we fit your unique circumstances into a plan that will grow with you.
Education Planning, Financial Advisor, Retirement Planner
Serving Grand Rapids, MI, and outlying areas, Ryan Vanderweide and associates are offering the following, but not limited to, services: insurance, investing, retirement, estate planning and wealth management.
For reliable family financial services, choose The Price Futures Group. They are known for their quality financial solutions. Ask for their rates today.
For professional financial services, choose Phase 2 Investment Advisers LLC. They are known for their investment management solutions as well.
Conwell Financial & Insurance Services LLC is among the financial services providers that have been in business for 11 years. They offer tax preparation, credit restoration and insurance consulting solutions.