Royal Oak, MI63 Financial Advisors near you

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Royal Oak Financial Advisors

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

Top Pro
Scott W Peterson
5.0
from 16 reviews
  • 11 years in business
  • 18 hires on Thumbtack
  • Top Pro on Thumbtack
Christian H.
Verified review

Scott spent a long time late at night setting my financial worries at easy. He has flexible hours and is extremely professional.

Top Pro
Senter, CPA, P.C.
4.9
from 15 reviews
  • 18 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!

  • 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.

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

      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.

      About

      EDGE Financial provides financial planning, financial modeling, general financial education, and financial analysis. Also can supply and help to create strong, confident resumes. I enjoy being able to leverage finance and the knowledge and experience I have gained to better prepare and help others.

      • 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. I love my work. I get great satisfaction with helping people with making smart financial decisions.

      • 18 years in business
      About

      Planning for the future is SO important. Our firm work with our clients to help achieve their goals and dreams. It is music to our ears to hear directly from clients about how we have had a positive impact on their lives – usually these are financial decisions, but sometimes it applies in other areas. The biggest reason I love what I do is – the people. My clients and my colleagues with whom I work…I cannot say enough great things. I am blessed. Securities offered through LPL Financial, Member FINRA/SIPC

      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

      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. We are excited to help with retirement, college, life and home programs. We enjoy helping families and businesses with financial services.

      • 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. People all needing information on what type insurance should I buy and where should I move mold 401k to. Mr. Donner of Donner's Financial services LLC. what's to help everyone that he can WHY SHOULD YOU DO BUSINESS WITH DONNER’S FINANCIAL SERVICES? Donner’s Financial Services has been building relationships and helping preserving our clients’ wealth for more than a decade. We are consistent and diligent in our efforts to help you make more informed decisions through our Advisors, use of today’s technology and other innovative investment programs. Donner’s Financial Services is an Independent Investment and Insurance Firm committed to helping you make the right decisions for the right reasons. We work for you not the Investment or Insurance Companies.

      About

      My focus is transparent and educational approach to financial advice. I am a subject matter expert regarding investments, financial protection, retirement and social security as well as long-term care protection in our elder years. I am a people person and love coaching and mentoring people helping them make the best decision for themselves and their loved ones. I have over 18 years of experience following my career as an Army Combat Arms officer. The words I live by, "Trust through Transparency".

      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.

      • 12 years in business
      About

      Our clients work with us because we spend more time understanding you, your situation and goals. We use the Asset Map process to help clients get organized and understand our current situation. We then are able to deliver custom strategies meant to solve your unique set of circumstances. We want you to learn what your situation is and what you need to do before you make a commitment to us. 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 take great pride in our client first, holistic approach to financial planning. When we can help a client organize their financial house, identify goals and execute on a plan, we have had a really good day.

      • 14 years in business
      About

      We specialize in helping women build financial confidence, clarity and direction I have been helping women for over 25 years and I love it! Most women feel very insecure about money and I want to change that

      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

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

      About

      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.

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