Personalized tax advice in Ann Arbor, MI
42 results found
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Horizon Advisers - Ann Arbor
● ClosedHorizon Advisers in Ann Arbor is a leading institution offering a wide range of financial services including accounting, finance, insurance, and legal assistance. Located at 24 Frank Lloyd Wright Drive in Ann Arbor, Michigan, this institution is dedicated to providing expert advice and guidance to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Horizon Advisers is committed to providing personalized solutions tailored to meet the unique needs of each client. Whether you need help with tax planning, investment management, insurance coverage, or legal matters, Horizon Advisers is here to help you navigate the complexities of the financial world with confidence and ease.
24 Frank Lloyd Wright Dr Suite J-3000, Ann Arbor, MI 48105, United States -
Hantz Financial Services - Ann Arbor, Michigan
● OpenHantz Financial Services in Ann Arbor, Michigan is a reputable finance and insurance agency located at 2400 Green Road. With a commitment to providing personalized financial solutions and comprehensive insurance coverage, Hantz Financial Services is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Serving the community of Ann Arbor and beyond, the experienced team at Hantz Financial Services offers expert advice and tailored services to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or secure insurance coverage, Hantz Financial Services is here to help you navigate the complexities of the financial world with confidence and peace of mind.
2400 Green Rd, Ann Arbor, MI 48105, United States -
JLM & Associates Accounting & Tax
● ClosedJLM & Associates Accounting & Tax is a reputable institution located at 315 East Eisenhower Parkway, Ann Arbor, Michigan, United States. Specializing in accounting and finance services, JLM & Associates offers expert tax advice and management services to individuals and businesses. With a focus on the latest tax changes, including the elimination of the marriage penalty for most couples, the institution provides valuable information on tax rules and regulations. From age and compensation rules for contributing to IRAs to tips on avoiding audits and maximizing deductions for self-employed individuals, JLM & Associates is dedicated to helping clients navigate the complex world of taxes. The institution also offers assistance with IRS calls, identity validation, and payment plans for tax liabilities. With a commitment to providing personalized service and expert guidance, JLM & Associates is the go-to destination for all your accounting and tax needs. Contact them today at (734) 332-9949 for more information.
315 E Eisenhower Pkwy UNIT 120, Ann Arbor, MI 48108, United States -
FG Tax LLC Fred Grant
● ClosedFG Tax LLC Fred Grant is a reputable accounting and finance institution located at 40400 Ann Arbor Road in Plymouth, Michigan, United States. With a team of experienced professionals led by Fred Grant, the institution offers a wide range of services including tax preparation, financial planning, and accounting services for individuals and businesses. Clients can expect personalized attention and expert guidance to help them navigate the complexities of tax and financial matters. Whether you need assistance with tax filing or comprehensive financial planning, FG Tax LLC Fred Grant is dedicated to helping you achieve your financial goals.
102B, 40400 Ann Arbor Rd E, Plymouth, MI 48170, United States -
Retirement Income Solutions
● ClosedRetirement Income Solutions is a financial institution located at 2301 Platt Road in Ann Arbor, Michigan, United States. As a specialized provider of retirement planning services, our team of experts is dedicated to helping individuals create sustainable income streams for their golden years. With a focus on personalized strategies and comprehensive financial solutions, Retirement Income Solutions is committed to helping clients achieve their retirement goals and enjoy a secure financial future. Contact us today to learn more about our services and how we can help you plan for a comfortable retirement.
2301 Platt Rd #300, Ann Arbor, MI 48104, United States -
Rick Starkey - State Farm Insurance Agent
● ClosedRick Starkey - State Farm Insurance Agent is located at 41a Enterprise Drive in Ann Arbor, Michigan. As a lifelong resident of Ann Arbor and a State Farm agent for 12 years, Rick Starkey and his team are dedicated to helping people protect what matters most in their lives. They serve the entire state of Michigan and are especially focused on assisting new and current State Farm Insurance customers who are moving or relocating to the Ann Arbor, Saline, Ypsilanti, Chelsea, and Jackson areas. Their committed team provides superior customer service and personalized recommendations for insurance needs. They offer tips for safe rural road driving, information on crash test ratings for vehicle purchases, and the convenience of electronic proof of insurance with digital ID cards. They prioritize the protection of sensitive personal information and are available to assist customers who may have difficulty using the website.
41a Enterprise Dr, Ann Arbor, MI 48103, United States -
Lisa Rich - State Farm Insurance Agent
● ClosedLisa Rich - State Farm Insurance Agent is an insurance agency located at 4072 Packard St, Ann Arbor, Michigan, United States, just east of Carpenter Rd next to Marco's pizza. Our agency offers various insurance services, including auto, life and health, home, renters, and business insurance. We prioritize making a difference in the lives of the people we serve and our community. In honor of National Nutrition Month, ensure a well-rounded approach to protecting your loved ones with a healthy check-up on your life insurance. Don't forget to regularly review your home insurance coverage and avoid common estate planning mistakes. For any questions or assistance, please call (734) 780-7888. Securities distributed by State Farm VP Management Corp. Life Insurance and annuities are issued by State Farm Life Insurance Company. Deposit products offered by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company. Rocket Mortgage, LLC is a separate entity offering mortgage services. For investment advice, tax, or legal concerns, please consult a professional advisor.
4072 Packard St Ste A, Ann Arbor, MI 48108, United States -
Dana Rowry - State Farm Insurance Agent
● ClosedDana Rowry - State Farm Insurance Agent is located at 2512 Carpenter Road in Ann Arbor, Michigan. As an insurance agency, we provide a range of insurance products to meet your needs. We offer tips on electric scooter safety, bicycle safety, and rural road driving to ensure your safety on the road. Even if a family member doesn't work outside the home, we believe that life insurance is still important to consider. Please refrain from sharing sensitive personal information on our website for your protection. If you have difficulty accessing our website, please call (734) 973-7270 for assistance. State Farm Life Insurance Company and State Farm Life and Accident Assurance Company offer life insurance and annuities. State Farm VP Management Corp. is a separate entity providing banking and insurance products. Remember that investing involves risk and it's best to consult a tax or legal advisor for personalized advice.
2512 Carpenter Rd Ste 101A, Ann Arbor, MI 48108, United States -
Ryan Wagner - State Farm Insurance Agent
● ClosedRyan Wagner - State Farm Insurance Agent is an insurance agency located at 11770 Newburgh Road in Livonia, Michigan, United States. Situated just 1 mile South of I-96 (Jeffries Freeway) on Newburgh, our agency offers a range of insurance products to protect you and your assets. Whether you need auto, home, life, or business insurance, we are here to help. Driving on rural roads may seem peaceful, but they come with their own set of risks, including sharing the road with farm vehicles. We provide tips to help you stay safe while driving in the countryside. Additionally, we offer advice on preventing pediatric burns and protecting your children from harm.
11770 Newburgh Rd, Livonia, MI 48150, United States -
Kristin A. Davis, PLLC
● ClosedKristin A. Davis, PLLC is a reputable law firm located at 2020 Hogback Road in Ann Arbor, Michigan. Specializing in various legal services, Kristin A. Davis, PLLC offers expert guidance and representation in a wide range of legal matters. With a strong commitment to serving the community, the firm prides itself on providing personalized attention and effective solutions to clients. Whether you are in need of legal advice, representation in court, or assistance with legal documents, Kristin A. Davis, PLLC is dedicated to helping you navigate the complexities of the legal system with ease.
2020 Hogback Rd Ste. 16, Ann Arbor, MI 48105, United States -
Fink & Fink, PLLC
● OpenFink & Fink, PLLC is a reputable law firm located at 320 North Main Street in Ann Arbor, Michigan. Specializing in a wide range of legal services, our team of experienced attorneys provides dedicated representation to clients in Washtenaw County and beyond. With offices in both Ann Arbor and Dexter, we are committed to delivering top-notch legal expertise and guidance to our clients. Trust Fink & Fink, PLLC for all your legal needs.
320 N Main St #300, Ann Arbor, MI 48104, United States -
Level One Legal Services, P.C.
● OpenLevel One Legal Services, P.C. is a reputable finance and legal institution located at 455 East Eisenhower Parkway in Ann Arbor, Michigan, United States. Specializing in providing top-notch legal services, the firm offers expert advice and representation in a variety of legal matters. With a team of experienced lawyers, Level One Legal Services, P.C. is committed to providing personalized and professional assistance to clients seeking legal solutions. Whether you are in need of financial guidance or legal representation, this institution is dedicated to helping you navigate through complex legal issues with ease and confidence.
455 E Eisenhower Pkwy STE 240, Ann Arbor, MI 48108, United States -
The Huron Group - Morgan Stanley
● OpenThe Huron Group - Morgan Stanley is a reputable finance institution located at 2001 Commonwealth Boulevard in Ann Arbor, Michigan, United States. With a focus on providing top-notch financial services, The Huron Group is dedicated to helping individuals and businesses achieve their financial goals. As a branch of Morgan Stanley, clients can trust in the expertise and professionalism of the team at The Huron Group to provide personalized financial solutions tailored to their specific needs. Whether you are looking for investment advice, retirement planning, or wealth management services, The Huron Group - Morgan Stanley is committed to delivering exceptional service and guidance.
2001 Commonwealth Blvd Suite 102, Ann Arbor, MI 48105, United States -
RFC Financial Planners
● OpenRFC Financial Planners is a leading finance institution located at 5263 Plymouth Road in Ann Arbor, Michigan. Our team of experienced financial planners is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking to plan for retirement, invest in the stock market, or save for your child's education, our team is here to provide you with the guidance and support you need. Trust RFC Financial Planners to help you secure your financial future.
5263 Plymouth Rd, Ann Arbor, MI 48105, United States -
Retirement & Wealth Strategies (RWS Financial Group)
● OpenRetirement & Wealth Strategies (RWS Financial Group) is a finance institution located at 24 Frank Lloyd Wright Drive in Ann Arbor, Michigan, United States. Since 1985, Retirement & Wealth Strategies has been assisting clients with their investment objectives, planning needs, and portfolio design. Specializing in creating retirement and wealth strategies, the institution provides objective, unbiased advice and delivers highly personalized quality service. Customized investment management solutions are built around individual goals, investable assets, and risk tolerance, all integrated into a comprehensive financial plan with personalized strategies. By leveraging technology and decades of experience, RWS maximizes financial plans and aligns investments with goals and opportunities.
24 Frank Lloyd Wright Dr lobby k suite k4100, Ann Arbor, MI 48105, United States -
ArborFi Advisors
● ClosedArborFi Advisors is a finance institution located at 2395 South Huron Parkway in Ann Arbor, Michigan, United States. As a Registered Investment Advisor, ArborFi Advisors offers advisory services to clients where the institution and its representatives are properly licensed or exempt from licensure. This website is intended for informational purposes only, as investing involves risk and potential loss of capital. ArborFi Advisors does not provide advice without a client service agreement in place, and past performance is not indicative of future returns.
2395 S Huron Pkwy #101, Ann Arbor, MI 48104, United States -
Simpson Financial Consulting
● ClosedSimpson Financial Consulting, located at 2676 Chateau Court in Ann Arbor, Michigan, is a reputable institution specializing in accounting and finance services. With years of experience, our dedicated team ensures accuracy and efficiency in all financial matters. We pride ourselves on our commitment to providing personalized attention to each client, going above and beyond to solve any problems that may arise. Our consultants are experts in tax preparation, with a passion for their work and a dedication to excellence. At Simpson Financial Consulting, your satisfaction is our top priority. Come experience why we are a successful and growing company, dedicated to meeting all of your financial needs.
2676 Chateau Ct, Ann Arbor, MI 48103, United States -
Costello Financial Planning
● ClosedCostello Financial Planning is a family-owned fiduciary fee-only financial planning firm located in Bend, OR, and Chicago, IL. Our team consists of a Certified Financial Planner and a Certified Public Accountant with a combined experience of over a decade in the industry. We believe in providing personalized and unbiased financial advice to help our clients protect and grow their wealth. At Costello Financial Planning, we do not sell any products or receive any commissions. Our focus is on creating comprehensive financial plans tailored to each client's individual goals and needs. We believe in a client-focused approach, where our advice, coaching, and services provide a greater benefit than our cost.
103 E Liberty St #202A, Ann Arbor, MI 48104, United States -
Bonner Advisory Group
● OpenBonner Advisory Group is a renowned institution located in Ann Arbor, Michigan, United States. Specializing in accounting and finance, our team of experts provides top-notch financial advice and services to individuals and businesses. With a commitment to excellence and professionalism, we strive to help our clients achieve their financial goals and secure their financial future. Whether you need assistance with tax planning, investment management, or any other financial matter, Bonner Advisory Group is here to provide you with personalized and reliable solutions. Trust us to be your partner in financial success.
Ann Arbor, MI 48103, United States -
Merrill Lynch Financial Advisor Mark A Mueting
● OpenMerrill Lynch Financial Advisor Mark A Mueting is a reputable finance institution located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, United States. With a focus on providing expert financial advice and personalized investment strategies, Mark A Mueting and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for college, or grow your wealth, Merrill Lynch Financial Advisor Mark A Mueting offers comprehensive services and guidance to help you navigate the complex world of finance. Trust in their expertise and experience to secure your financial future.
777 E Eisenhower Pkwy, Ann Arbor, MI 48108, United States -
A New Path Financial Services
● ClosedA New Path Financial Services is a finance institution located at 3003 Washtenaw Avenue in Ann Arbor, Michigan, United States. We specialize in providing personalized financial services to help our clients navigate their financial journey with confidence and peace of mind. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, protect your assets, or plan for the future, A New Path Financial Services is here to guide you every step of the way.
3003 Washtenaw Ave, Ann Arbor, MI 48104, United States -
Fineberg Wealth Management
● ClosedFineberg Wealth Management is a premier finance institution located at 1528 Golden Avenue in Ann Arbor, Michigan. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of wealth management services tailored to meet the unique needs of each individual client. Whether you are looking to grow your investments, plan for retirement, or secure your family's financial future, Fineberg Wealth Management is here to help. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
1528 Golden Ave, Ann Arbor, MI 48104, United States -
James I Downing - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJames I Downing is a financial advisor at Ameriprise Financial Services, LLC located at 3260 East Morgan Road in Ann Arbor, Michigan. He holds various 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and more. James is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact James I Downing for expert financial advice and guidance tailored to your specific needs and goals.
3260 E Morgan Rd, Ann Arbor, MI 48108, United States -
Edelman Financial Engines
● OpenEdelman Financial Engines is a leading financial institution located at 2950 South State Street in Ann Arbor, Michigan, United States. Specializing in finance, they offer a wide range of services including financial planning, investment management, retirement planning, and more. With a team of experienced professionals, Edelman Financial Engines is dedicated to helping clients achieve their financial goals and secure their financial future. Contact them today to learn more about how they can assist you with your financial needs.
2950 S State St Suite 250, Ann Arbor, MI 48104, United States -
Voorman Investment Counsel
● OpenVoorman Investment Counsel is a renowned finance institution located at 729 West Ann Arbor Trail in Plymouth, Michigan, United States. With a team of experienced financial advisors, Voorman Investment Counsel provides personalized investment strategies tailored to meet the unique financial goals of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Voorman Investment Counsel offers comprehensive financial planning services to help you achieve your financial objectives. Trust in Voorman Investment Counsel for expert financial guidance and investment management.
729 W Ann Arbor Trail, Plymouth, MI 48170, United States -
First Financial Strategies, Inc.
● OpenFirst Financial Strategies, Inc. is a leading finance institution located at 676 West Ann Arbor Trail in Plymouth, Michigan. With a dedicated team of financial experts, we provide a wide range of services including investment planning, retirement planning, insurance, and wealth management. Our goal is to help our clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, First Financial Strategies, Inc. is here to help you every step of the way. Contact us today to schedule a consultation and start building a solid financial plan for your future.
676 W Ann Arbor Trail, Plymouth, MI 48170, United States -
Edward Jones - Financial Advisor: Ryan D May, AAMS™
● OpenEdward Jones - Financial Advisor: Ryan D May, AAMS™ is a reputable finance institution located at 3055 Plymouth Road in Ann Arbor, Michigan, United States. As a trusted financial advisor, Ryan D May, AAMS™ provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Ryan D May, AAMS™ is committed to helping individuals and families secure their financial futures.
3055 Plymouth Rd Suite 201, Ann Arbor, MI 48105, United States -
Eric Roberts - TIAA Financial Consultant
● OpenEric Roberts - TIAA Financial Consultant is a trusted financial institution located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, United States. As a TIAA Financial Consultant, Eric Roberts provides expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Eric Roberts is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Eric Roberts - TIAA Financial Consultant is here to help you every step of the way.
777 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108, United States -
Edward Jones - Financial Advisor: Jim Doty
● OpenEdward Jones - Financial Advisor: Jim Doty is a reputable finance institution located at 6113 Jackson Road in Ann Arbor, Michigan, United States. With a focus on providing personalized financial advice and guidance, Jim Doty is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Jim Doty offers tailored solutions to meet your individual needs. Trust in Edward Jones - Financial Advisor: Jim Doty for expert financial advice and a commitment to helping you secure a strong financial future.
6113 Jackson Rd, Ann Arbor, MI 48103, United States -
Edward Jones - Financial Advisor: Jerry Mangona
● OpenEdward Jones - Financial Advisor: Jerry Mangona is a trusted financial institution located at 2860 Carpenter Road in Ann Arbor, Michigan. Jerry Mangona is a highly experienced and knowledgeable financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Jerry Mangona can provide personalized guidance and expert advice to help you make informed financial decisions. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Jerry Mangona is the go-to destination for all your financial needs in Ann Arbor.
2860 Carpenter Rd STE 200, Ann Arbor, MI 48108, United States
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