TOP 30 Financial consultancy in Flint, Michigan

15 results found

SPI Financial Group is a renowned finance institution located at 5076 North Flint Road in Roscommon, Michigan, United States. With a strong commitment to providing top-notch financial services, SPI Financial Group offers a wide range of financial solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or wealth management, SPI Financial Group is here to help you every step of the way. Visit us today and let us help you make the most of your finances.

Financial & Tax Planning Inc is a reputable finance institution located at 4080 Miller Road in Flint, Michigan, United States. Our team of experienced professionals is dedicated to providing expert financial and tax planning services to individuals and businesses alike. Whether you need assistance with retirement planning, investment strategies, or tax preparation, we are here to help you navigate the complex world of finance with confidence. Trust Financial & Tax Planning Inc to help you achieve your financial goals and secure a stable future.

Horizon Advisers - Flint is a leading institution offering a wide range of financial services including accounting, finance, insurance, and legal services. Located at 5206 Gateway Centre Boulevard in Flint, Michigan, United States, our team of experienced professionals is dedicated to providing expert advice and personalized solutions to help clients achieve their financial goals. Whether you need assistance with tax planning, investment management, insurance coverage, or legal advice, Horizon Advisers - Flint is here to help. Contact us today to learn more about how we can assist you in navigating the complexities of the financial world.

Global Financial Services is a leading financial institution located at 6060 Torrey Road in Flint, Michigan, United States. Specializing in finance, our institution offers a wide range of services to help individuals and businesses manage their finances effectively. With a team of experienced professionals, we provide expert advice and personalized solutions to meet the unique needs of our clients. Whether you are looking for investment opportunities, retirement planning, or assistance with loans and mortgages, Global Financial Services is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you in securing your financial future.

Romain Financial is a reputable finance institution located at 42 West Flint Street in Orion Township, Michigan, United States. We provide a wide range of financial services including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

Jason Kokaly is a Financial Advisor at Ameriprise Financial Services, LLC located at 5402 Gateway Centre Boulevard in Flint, Michigan, United States. Jason holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jason's expertise in various aspects of financial planning and asset management, ensuring that he can provide comprehensive and tailored advice to his clients. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Jason Kokaly is equipped to help you achieve your financial goals.

Brian Reiber - Financial Advisor at Ameriprise Financial Services, LLC, located at 5402 Gateway Centre Boulevard in Flint, Michigan, is dedicated to helping clients achieve their financial goals. Specializing in investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, Brian Reiber offers personalized financial planning services. Clients can track their progress towards their goals securely from any device and receive regular updates and analysis. With a focus on retirement, education, major purchases, and more, Brian Reiber aims to help clients navigate their financial journey with confidence. Schedule a complimentary initial consultation to learn more about how Brian Reiber can assist you in reaching your financial objectives. Member FINRA and SIPC.

At AE Tax & Financial Services, we are dedicated to providing professional and comprehensive financial services for individuals, small businesses, and non-profit organizations. With more than 20 years of experience in the industry, we have honed our expertise in strategy, consulting, tax services, and bookkeeping to better serve our clients.

Curtis Accounting & Tax Services, LLC is a reputable accounting and finance institution located at 111 East Court Street in Flint, Michigan, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Our goal is to provide personalized and efficient services to help individuals and businesses achieve their financial goals. Trust Curtis Accounting & Tax Services, LLC for all your accounting and tax needs.

Lewis & Knopf PC is a finance and accounting institution located at 1100 Torrey Road in Fenton, Michigan, United States. Linda, who has 15 years of experience in finance, leads the team as the manager, providing assistance to individuals, small businesses, and trusts and estates. At Lewis & Knopf, they are dedicated to giving their all to ensure the success of their clients. They offer more than just basic accounting services, providing innovative solutions and a team that is committed to their clients' success. The institution also offers resources like TaxCaddy to make tax season easier for their clients. Additionally, they provide guidance on topics like downsizing for retirement and utilizing 529 funds for retirement savings. With locations in Brighton and Flint as well, Lewis & Knopf is available to assist their clients Monday through Friday from 7:30 am to 4:30 pm.

OLV Investment Group is a finance institution located at 38705 West Seven Mile Road in Livonia, Michigan, United States. We are your planning, investing, and wealth management partners, dedicated to investing, increasing, and impacting our world for the better while keeping our clients' individual needs at the forefront of everything we do. Our experienced team takes the time to understand your personal values and financial goals, offering a range of investment options to help build your financial future. With a commitment to personalized service and a focus on individualized financial planning, we strive to create a successful partnership with each of our clients. Guided by faith, wisdom, and integrity, we aim to become a top financial management firm, leaving a legacy of love in our communities and beyond. Visit us at our various locations in Flint, Livonia, Rochester, Saginaw, and Frisco to learn more about how we can help you achieve your financial goals. Please note that investing involves risk, and the information provided on our website is for informational purposes only and should not be considered as financial advice.

OLV Investment Group is a finance institution located at 800 West University Drive in Rochester, Michigan, United States. As your planning, investing, and wealth management partners, we are committed to investing, increasing, and impacting the world for the better while keeping our clients' individual needs at the forefront of our services. Our experienced team takes the time to understand your personal values and financial goals, offering a range of investment options to help build your financial future. With a focus on faith, wisdom, and integrity, we strive to provide personalized service and opportunities for growth for each of our clients. Contact us at one of our locations in Flint, Livonia, Saginaw, Rochester, or Frisco to learn more about how we can help you make successful investment decisions and manage your wealth effectively. Please note that investing involves risk and that the information provided on our website is for informational purposes only and should not be construed as financial advice.

Lewis & Knopf PC is a reputable accounting and finance institution located at 10299 East Grand River Avenue in Brighton, Michigan, United States. Led by experienced professionals like Linda, who has 15 years of finance experience, we are dedicated to providing top-notch services to individuals, small businesses, and trusts and estates. At Lewis & Knopf, we go above and beyond basic accounting services to offer innovative solutions and a team that truly cares about your success. Our passion lies in helping our clients achieve financial success, and we strive to give 150% effort to ensure you get the results you desire.

H&R Block is a renowned accounting and finance institution located at 4205 Miller Road in Flint, Michigan, United States. With a team of highly skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial consulting. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert financial guidance and assistance to help you achieve your financial goals. Visit us today to experience top-notch financial services that are tailored to meet your specific needs.

Speedy Tax Stores is a reputable accounting and finance institution located at 3110 South Dort Highway in Flint, Michigan. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our goal is to help individuals and businesses navigate the complexities of the tax system and achieve their financial goals. Visit us today to experience our fast and efficient service at Speedy Tax Stores.