Tax consultancy in Rochester, Michigan

DDR Wealth Advisors is a leading finance institution located at 1460 Walton Boulevard in Rochester Hills, Michigan, United States. Our team of expert advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing exceptional service, we offer a range of financial services including investment management, retirement planning, estate planning, and more. Trust DDR Wealth Advisors to provide you with the guidance and expertise you need to secure your financial future.

B & T Wealth Management is a premier financial institution located at 2526 South Rochester Road in Rochester Hills, Michigan. We specialize in providing expert wealth management services to help our clients achieve their financial goals and secure their financial future. Our team of experienced professionals offers personalized financial planning, investment management, and retirement planning services to individuals and families. With a commitment to excellence and integrity, B & T Wealth Management is dedicated to helping our clients build and preserve their wealth for generations to come. Contact us today to learn more about how we can help you reach your financial goals.

Kenneth Schenden - Raymond James is a reputable finance institution located at 251 Diversion Street in Rochester, Michigan, United States. With a focus on providing top-notch financial services, they offer expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, the experienced professionals at Kenneth Schenden - Raymond James are dedicated to helping you make informed decisions and secure your financial future.

Steven Desmet - Raymond James is a finance institution located at 251 Diversion Street in Rochester, Michigan, United States. As part of the Raymond James financial services network, our team offers personalized investment advice and comprehensive wealth management solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we are dedicated to providing top-notch financial planning and investment services tailored to each individual's unique needs. Contact us today to learn more about how we can help you secure your financial future.

Consolidated Financial Management is a leading institution located at 900 West University Drive in Rochester, Michigan, United States. Specializing in accounting, finance, and insurance services, our team of experts is dedicated to providing comprehensive financial management solutions to individuals and businesses alike. With a focus on efficiency, accuracy, and personalized service, we strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how Consolidated Financial Management can support your financial needs.

Wood & Associates is a leading financial consulting firm located at 800 West University Drive in Rochester, Michigan. With a team of experienced professionals, we provide a wide range of services including investment management, retirement planning, tax strategies, and estate planning. Our goal is to help our clients achieve their financial goals and secure their future. Contact us today to schedule a consultation and see how we can help you build a solid financial foundation.

The Bluewater Group - Morgan Stanley is a finance institution located at 1108 North Main Street in Rochester, Michigan, United States. As a part of the renowned Morgan Stanley brand, The Bluewater Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals and secure their future. Visit The Bluewater Group - Morgan Stanley today to explore their comprehensive financial services and expertise.

Vigilant Financial Services & Sigma Financial is a reputable finance institution located at 155 Romeo Road in Rochester, Michigan, United States. With a strong focus on providing top-notch financial services to individuals and businesses, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, we are here to provide personalized solutions tailored to your specific needs. Trust Vigilant Financial Services & Sigma Financial to guide you towards a secure financial future.

Trinitas Planning Group is a finance institution located at 1235 North Main Street in Rochester, Michigan, United States. Our team of experienced financial professionals is dedicated to helping individuals and businesses achieve their financial goals through comprehensive planning and strategic investment management. Whether you are looking to save for retirement, grow your wealth, or plan for the future, Trinitas Planning Group is here to provide personalized and expert financial guidance. Contact us today to schedule a consultation and take the first step towards a secure financial future.

CPR Investments Inc, located at 1600 Parkdale Road in Rochester, Michigan, is a Registered Investment Advisory firm established in 2006. Our dedicated team of highly trained professionals is committed to providing comprehensive training for all of our Investment Adviser Representatives. We offer a diverse range of Tactical Investment Strategies to help clients make money in both up and down markets. Our services include retirement planning solutions for individuals, small-medium size businesses, and not-for-profit entities. Please note that all investments involve risk and possible loss of principal. We also offer securities services through Ausdal Financial Partners, Inc. CPR Investments Inc and Ausdal Financial Partners, Inc are separately owned and operated entities and do not provide legal or tax advice. Our goal is to provide accurate and reliable information to help clients make informed financial decisions. Insurance products are offered through CPR Financial Group LLC, an affiliated company. We are not affiliated with or endorsed by the Social Security Administration or any government agency. Contact us at (800) 213-1164 for more information on our services.

Timothy Bogert is a reputable finance institution located at 345 Diversion Street in Rochester, Michigan, United States. Specializing in a wide range of financial services, Timothy Bogert is dedicated to providing expert guidance and support to individuals and businesses in managing their finances effectively. With a team of experienced professionals, Timothy Bogert is committed to helping clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or wealth management, Timothy Bogert is the trusted partner you can rely on for all your financial needs.

Craig W. Bastuba, AIF - At Aspen, LLC is a reputable finance institution located at 903 North Main Street in Rochester, Michigan, United States. With a focus on providing expert financial advice and services, the institution is led by Craig W. Bastuba, who holds the Accredited Investment Fiduciary (AIF) designation. Clients can expect personalized financial solutions tailored to their specific needs and goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Craig W. Bastuba, AIF - At Aspen, LLC is dedicated to helping you achieve financial success.

Block Advisors is a leading accounting and financial institution located at 3140 Walton Boulevard in Rochester Hills, Michigan, United States. Our team of experienced advisors is dedicated to providing personalized financial solutions to individuals and businesses. With a focus on tax preparation, planning, and consulting, we strive to help our clients achieve their financial goals and maximize their returns. Whether you need assistance with tax filing, retirement planning, or investment strategies, Block Advisors is here to help you navigate the complex world of finance with ease and confidence. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Blackheath Capital Management is a leading finance institution located at 1700 West Hamlin Road in Rochester Hills, Michigan, United States. With a focus on investment management and financial planning, Blackheath Capital Management provides expert advice and guidance to clients looking to grow and protect their wealth. Our experienced team of professionals offers a range of services tailored to meet the individual needs and goals of each client. Trust Blackheath Capital Management to help you navigate the complex world of finance and achieve your financial objectives.

Muchortow Paperd Advisors LLC is a finance institution located at 800 West University Drive in Rochester, Michigan, United States. In a rapidly changing world, it can be difficult for small business owners to keep up with new laws and regulations that may impact their growth opportunities. That's where our team comes in to help. With a strong history of assisting individuals, families, and businesses in the metro Detroit area, we are here to provide guidance and support. Learn more about our services and how we can help you navigate the complexities of the financial landscape.

Croskey Lanni, PC is a reputable accounting and finance institution located at 345 Diversion Street in Rochester, Michigan, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Their commitment to excellence and client satisfaction sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance. Visit Croskey Lanni, PC for all your accounting and finance needs.

Fram & Fram, CPA's is a reputable accounting and finance institution located at 1955 West Hamlin Road in Rochester Hills, Michigan, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need assistance with your personal finances or require comprehensive accounting solutions for your company, Fram & Fram, CPA's is dedicated to helping you achieve your financial goals.

Primerica J Christian & Associates is a finance institution located at 2642 Crooks Road in Rochester Hills, Michigan, United States. With a focus on providing financial services and guidance to individuals and families, Primerica J Christian & Associates offers a range of products and solutions to help clients achieve their financial goals. Whether it's planning for retirement, investing for the future, or managing debt, their team of experienced professionals are dedicated to helping clients make informed decisions and secure their financial future. Visit Primerica J Christian & Associates today to learn more about how they can help you achieve financial success.

Spectrum Financial Resources, located at 6915 Rochester Road in Troy, Michigan, is a finance institution dedicated to helping individuals achieve their financial goals. With a team of professionals and a wide range of resources, we can assist you in navigating the complexities of money management and making informed decisions that align with your objectives. We offer a unified approach to financial planning, aimed at saving you time and money while efficiently meeting your goals. Whether you prefer virtual or in-person consultations, we are here to accommodate your needs. You can reach us at (248) 643-0033 or email us at spectrum@spectrumfr.com. Our services include securities offered through United Planners Financial Services of America, with advisory services provided by Spectrum Financial Resources. Please note that we are not affiliated with United Planners Financial.

Oak CPAs PLLC is a trusted business advisor and partner in your growth, located at 800 West University Drive in Rochester, Michigan, United States. Our team of thoroughly vetted bookkeepers offer multi-industry experience, strong communication skills, QuickBooks™️ expertise, and accounting prowess. As a CPA firm, we provide traditional tax compliance, accounting, and financial statement preparation services. Our services offer a chance to review your finances and work with you and your Bookkeeper to ensure efficient practices and accurate results. We help streamline the bill payment process, maintain a strict audit trail, manage vendor inquiries, and structure timely billing for services. Our team can provide guidance on building reasonable projections of future earnings and spending, helping you develop a budget that makes sense for your industry.

NP & Associates is a reputable accounting and finance institution located at 3345 Auburn Road in Rochester Hills, Michigan. With a dedicated team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. From tax preparation and planning to investment management and financial consulting, NP & Associates is committed to helping their clients achieve their financial goals. With a focus on personalized service and attention to detail, they strive to provide the highest level of expertise and professionalism in the industry.

Equity Experts is a leading financial institution located at 400 Water Street in Rochester, Michigan, United States. We specialize in providing expert advice and solutions in the field of finance. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and maximize their investments. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the stock market, Equity Experts is here to guide you every step of the way. Trust us to be your partner in financial success.

Blake McLellan is a financial advisor at Ameriprise Financial Services, LLC located at 71 North Livernois Road in Rochester Hills, Michigan, United States. He offers personalized financial advice to help clients prepare for their goals, whether it's saving for college, planning for retirement, or making smart investments. Blake takes the time to understand what is truly important to each individual, providing a sense of confidence, connection, and control over their financial life. If you are interested in scheduling a complimentary initial consultation or have any questions, feel free to get in touch with Blake. He can provide background and qualification information through FINRA's BrokerCheck website and the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Jill Syracuse - Financial Advisor at Ameriprise Financial Services, LLC is a finance institution located at 6915 Rochester Road, Troy, Michigan, United States. Jill Syracuse is a certified AAMS™ (Accredited Asset Management Specialist) with expertise in asset allocation, investment strategies, estate planning, and insurance products. She also holds the ADPA™ (Accredited Domestic Partnership Advisor) designation, specializing in wealth transfers and retirement planning for domestic partners. Additionally, Jill is an AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), and APMA™ (Accredited Portfolio Management Advisor). She is also certified in Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst. With extensive knowledge and training in various financial areas, Jill Syracuse provides comprehensive and personalized financial planning services to her clients.

James Clark is a Financial Advisor at Ameriprise Financial Services, LLC located at 6915 Rochester Road, Troy, Michigan, United States. 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®. James Clark specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. He is dedicated to upholding the highest ethical standards and staying current with the latest industry trends and practices to best serve his clients' needs. Contact James Clark for expert advice on investment strategies, estate planning, retirement planning, insurance products, and more.

Victor Phillips is a financial advisor at Ameriprise Financial Services, LLC located at 6915 Rochester Road in Troy, Michigan, United States. Victor 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®, 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 Victor's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Whether you are a retiree, small business owner, high net worth individual, or veteran, Victor is equipped to provide you with comprehensive financial advice tailored to your specific needs. Contact Victor Phillips at Ameriprise Financial Services, LLC for expert financial guidance and support."

Shannon Klug - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6915 Rochester Road, Troy, Michigan, United States. Shannon Klug holds various certifications such as 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®. Shannon Klug is dedicated to providing expert financial advice and planning services tailored to meet the individual needs of clients, whether they are retirees, small business owners, high net worth clients, or individuals in various life stages. With a commitment to upholding ethical standards and staying current with industry knowledge, Shannon Klug ensures that clients receive comprehensive and personalized financial guidance to help them achieve their goals and secure their financial future.

Henry Guzzo is a financial advisor at Ameriprise Financial Services, LLC, located at 6915 Rochester Road, Troy, Michigan, United States. 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®, 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®. With expertise in asset management, retirement planning, estate planning, and more, Henry Guzzo is dedicated to providing comprehensive financial advice to individuals and businesses.

Mikaila Olsen, a financial advisor at Ameriprise Financial Services, LLC, located at 6915 Rochester Road in Troy, Michigan, offers personalized financial planning services tailored to meet your individual needs. Ameriprise financial advisors are registered to do business in certain U.S. states, ensuring a high level of expertise and professionalism. During the initial consultation, you will receive an overview of financial planning concepts to help you determine your financial goals and priorities. While future financial results cannot be guaranteed, Mikaila Olsen is committed to helping you create a solid financial plan to work towards your goals. By referring your friends or family members to Mikaila Olsen, you can help them achieve their financial goals as well. Rest assured that your referrals will receive the same level of personalized service and expertise. Contact Mikaila Olsen today to schedule a meeting and start planning for your financial future.

Edward Jones - Financial Advisor: Joshua R Wade is a reputable finance institution located at 4477 Collins Road in Rochester, Michigan, United States. Joshua R Wade is a knowledgeable and experienced financial advisor who can provide personalized financial planning and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for a child's education, or seeking to grow your wealth, Joshua R Wade can offer expert guidance and advice to help you navigate the complex world of finance. With a commitment to integrity and a focus on building long-term relationships with clients, Edward Jones - Financial Advisor: Joshua R Wade is a trusted partner in helping individuals secure their financial future.