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Browse these retirement planning services with great ratings from Thumbtack customers in Pontiac.
It was really easy to schedule an appointment, and our taxes were done fairly quickly. We always self-prepared but with some big changes this year, we wanted the help of a professional. We're glad we met with him, and now we have several new questions for our future financial planning that we plan to explore.
I had a very positive experience in every regard and I plan to continue being his client. He was knowledgeable and courteous, and did my taxes promptly, thoroughly, and efficiently. His rates were reasonable and he was clear about them from the beginning. Highly recommended.
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
Very professional and always looking for options. Also very important long term planning and discipline that he forced me follow in regards to retirement planning.
Michael was an awesome tax preparer. I had several years of taxes that needed to be prepared and filed. The service was very prompt and professional. Michael also gave me great advise on tax planning for 2016.
I have known Neil for a long time and he has helped me with my business and personal finances. I like that he provides me with information and I make the decisions. I am very relieved that he has taken a lot of uncertainty out of my eventual retirement
Minesh is helping me reach my fullest potential and achieve better financial results by creating a foundation for my business then follow through with a business plan, the right marketing strategy and therefore get signing clients fast rather than leads that do not translate into customers.. i highly recommend him.
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!
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.
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.
Senior Financial Resources has been assisting clients for over 28 years. We specialize in estate/retirement planning as well as corporate lump sum buy outs. Our professionals hold various designations, and our qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in not only helping you achieve your financial goals but also in encouraging you to actively get involved in the management of your financial future.
Our services are convenient and flexible, allowing you to select the services that are right for you and your company. We adapt to assume the role that complements the functions of your attorneys, CPAs and other professionals. We're not bound to any funding vehicle or to any individual investment company's financial products. We're only bound to what is in the best interest of the plan participants.
We have been serving individual investors and small businesses with their financial planning, retirement, investment and insurance needs since 1985. We provide independent advice, custom plans and solutions, along with exceptional personal service. As a branch office, Timothy Herbert Financial Group offers securities through Centaurus Financial, Inc., a registered investment advisor and national broker/dealer and a member of FINRA and SIPC. Our branch office in Auburn Hills is one of over 300 Centaurus Financial, Inc., offices from coast to coast.
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.
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.
We provide the best service and we will go lower than our competitor
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.
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.