Mount Clemens, MI57 Financial Advisors near you

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Mount Clemens Financial Advisors

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

Top Pro
Senter, CPA, P.C.
5.0
from 11 reviews
  • 13 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!

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

I was very pleased with Cents Savvy and Mrs. Vaughn’s services. She was very professional and knowledgeable of my needs. She went above and beyond in working with me, answering all my questions. Her prices were very reasonable in comparison to other companies offering the same services. I will definitely recommend her and her company to others for all their financial needs.

  • 10 years in business
  • 3 hires on Thumbtack
Seth R.
Verified review

Jonathan has been a fantastic resource in planning and realizing our families financial planning dreams. Highly recommend.

  • 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!

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.

    • 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!

    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!!

      • 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.

      About

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

      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

      • 18 years in business
      About

      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.

      • 14 years in business
      About

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

      About

      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.

      About

      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.

      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.

      About

      Terence L. Reed Associates was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create a healthy financial future providing financial independence. 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. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial service companies, so if we don't have a product or service, we know a group that does.

      About

      Serving Southfield, MI, and outlying areas, John McGonagle and associates are offering the following services, but are not limited to, insurance, investing, retirement, estate planning, wealth preservation and financial advisor to help clients reach their financial goals.

      • 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.

      • 18 years in business
      About

      Greenway Financial, a fee-only investment advisor, helps individuals, families and businesses make smarter financial decisions and achieve peace of mind. As our client, you'll experience a holistic approach that delivers clarity and confidence - no matter where you are in your financial journey. Through learning and understanding your goals, we'll build you a customized roadmap towards asset growth, preservation, and most importantly financial security. You'll see firsthand that client partnerships at Greenway are built on integrity, trust and proven results.

      • 1 hire on Thumbtack
      About

      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.

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