Midland, MI
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Midland Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Midland.

B A Services Inc.
5.0
from 11 reviews
  • 22 years in business
  • 2 hires on Thumbtack
Deana M.
Verified review

We've been customers of BA Services for 15 years. Ken and his wife Deb are extremely helpful & friendly! Our tax return is always done in a timely manner. We used to drive an hour for this appointment because of their great customer service and now we can mail in our information which is very helpful.

  • New on Thumbtack
About

Advisor Profile: “I provide solid solutions to client’s problems, gaining their respect as a professional, loyalty as a client and friendship for a lifetime.” Education and Career Highlights: Ken is a natural problem solver and an attentive listener. For more than thirty years, he has been offering clients sound financial solutions. Providing tax preparation and accounting services for blue-collar workers and small business owners paved the way to full financial services business. Ken has found success by presenting sound solutions in common-sense terms, creating an effective plan that his clients find simple to follow. Services offered are the following: * Life Insurance * Personal Financial Planning * Property and Casualty Insurance * Investment Planning * Estate Planning * Retirement Planning * Tax Planning * College Funding * Elder Care Issues His licenses and designations are the following: * Enrolled Agent * Life and Health License * FINRA Series 6 * FINRA Series 63 * Property and Casualty License * Mortgage Loan Office License, Currently Pursuing * True Financial Age Advisor * College Planning Specialist * Be Your Own Banker Consultant * National Society of Accountants * National Association of Tax Professionals * Independent Accounting Association of Michigan * American Association of Long Term Care Insurance * National Association of Insurance and Financial Advisors He is licensed in Michigan. Compensation is paid via fee and commission. Client Support and Service: Small business owners are Ken’s client focus. He sets himself apart by filling various roles that small businesses need but are often unable to afford. Those roles include providing tax advice and preparation, accounting services, retirement planning and life and health insurance. Finding products and solutions which benefit the business owner, rather than the employee, is a view ignored by many traditional financial planners. Presently, Ken is educating clients on how to best navigate the new health-care laws successfully. Building open relationships through communication helps Ken provide the best service for his clients. He meets the needs of the middle class by providing an understanding of their overall financial health and a sense of direction and purpose in meeting their goals. Giving Back: Ken has provided tax preparation services to seniors for over 35 years. When his clients become senior citizens at 65, he completes their tax returns free of charge. During the holiday season, Ken and his wife assist local low-income families by presenting gift cards to parents for the purchase of gifts for their children. Client Impact: Ken met with a client to review his estate plan. They were reviewing the accuracy of information regarding the trustees and beneficiaries and the plan for distribution of his assets. Over the course of a few months, the client’s assets were organized, and he named his children as beneficiaries. In addition, Ken included in the plan a way to provide a home and living expenses to the client’s girlfriend. When the client passed away, the beneficiary change saved the children a minimum of $15,000 in estate taxes. The financial plan allowed for an easy transfer of funds and a clear picture of his client’s desires. Most Gratifying Aspect of Being an Advisor: Ken enjoys helping others find creative financial solutions and working with clients who are eager to play a role in their own financial well-being. The client always comes first, and each can expect a common-sense approach that places them on a positive path towards accomplishing their long-term goals. Financial Strategy from Kenneth May: Find an advisor who is trustworthy and capable of explaining investment options clearly based on your individual needs and goals.

  • New on Thumbtack
About

We offer fee-only financial planning. We specialize in retirement plans, estate and holistic wealth management. We don't sell products, insurance or any other conflicting products. Our job is to form a strategy to meet your goals. We provide fee-only, no-commission, straightforward, unbiased advice.

About

Serving Alma, Michigan and the outlying areas, Jared Merchant of Merchant Financial Services is offering the following services but not limited to: - Estate Planning - Business Succession - Insurance Products - Investments/Income Products - Retirement Services Helping clients reach their financial goals.

  • New on Thumbtack
About

At Koch Financial Design, we believe in enabling you, our client, to reach your financial goals. We do this by taking the time to listen and helping you uncover your dreams and goals. At the end of the day, we specialize in retirement income planning, small business financial strategies, and insurance solutions.

  • 11 years in business
  • New on Thumbtack
About

Looking for a team that provides business financial management consulting and retirement financial planning services? Consider Eminence Financial. They are available at your convenience.

About

This enterprise has financial planning consultants who come up with effective solutions. They are available for individuals, families and businesses.

  • 11 years in business
  • New on Thumbtack
About

Looking for pros who offer some of the best financial planning services? This enterprise is the right choice. They have been in this business for 10 years.

  • New on Thumbtack
About

If you are in search of reliable financial advisors in your area, hire the experts from this business. They provide effective financial planning solutions to their clients.

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