Warren, MI
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Warren Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Warren.

  • 12 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
  • New on Thumbtack
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.

  • 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.

  • 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.

Cara J. Gaston
5.0
from 1 review
  • New on Thumbtack
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!!

  • 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!

  • New on Thumbtack
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.

  • New on Thumbtack
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.

  • New on Thumbtack
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.

  • 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.

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.

  • 18 years in business
  • New on Thumbtack
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.

About

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

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.

  • New on Thumbtack
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

  • 14 years in business
  • New on Thumbtack
About

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

  • New on Thumbtack
About

We are the only community-based, one-stop resource specializing in retirement distribution planning and mitigating tax. Few investors realize that the federal government is the primary beneficiary on their retirement accounts, and that unless they take specific steps to “disinherit” Uncle Sam, they could sacrifice from 35 to 80 percent of their nest egg to taxes. Many people have a plan or strategy while accumulating their nest egg, but few people have an "exit plan" as to the best way to withdraw their money, protect themselves from outliving their money, maximize social security benefits, mitigate or eliminate various taxes, and pass what's left over to the heirs in the most tax-efficient manner. I create customized "exit plans" and distribution strategies.

  • 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.

  • New on Thumbtack
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.

  • New on Thumbtack
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.

  • 3 years in business
  • New on Thumbtack
About

We successful help those in and near retirement enjoy life and have confidence about their future. We're constantly working to help people know about the most innovative ways that successful retirees are accomplishing their goals and dreams. We also offer full-service financial planning for all ages.

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