TOP 10 Tax management in Farmington, MI
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AFS Tax and Wealth Management
● ClosedAFS Tax and Wealth Management is a leading finance, health, and insurance agency located at 22029 Farmington Road in Farmington Hills, Michigan, United States. With a team of experienced professionals, we offer comprehensive financial planning, tax preparation, wealth management, and insurance services to help individuals and businesses achieve their financial goals. Our personalized approach and commitment to excellence make us a trusted partner in navigating the complexities of the financial world. Contact us today to learn more about how we can help secure your financial future.
22029 Farmington Rd, Farmington Hills, MI 48336, United States -
Jbara and Rogers Financial Management Group - Morgan Stanley
● OpenJbara and Rogers Financial Management Group - Morgan Stanley is a renowned finance institution located at 35055 West 12 Mile Road in Farmington Hills, Michigan, United States. With a commitment to providing top-notch financial services, they specialize in wealth management, investment strategies, retirement planning, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, Jbara and Rogers Financial Management Group - Morgan Stanley is here to assist you every step of the way.
35055 W 12 Mile Rd Ste 101, Farmington Hills, MI 48331, United States -
The Phil’s Tax Hacks
● OpenThe Phil’s Tax Hacks is a finance institution located at 22029 Farmington Road, Farmington, Michigan, United States. As tax season approaches, it's the perfect time to tune into their podcast for valuable tax tips and insights from Phil, a CPA. The podcast covers topics such as avoiding tax pitfalls, practical strategies for retirees against scams and fraud, and the similarities between March Madness and retirement planning. Phil, with over 20 years of experience in financial services, is dedicated to helping clients create sound financial strategies for retirement. His mission is to empower seniors and soon-to-be retirees to take control of their financial future. With a background as a CPA and a Masters in Taxation, Phil is able to create comprehensive financial strategies that maximize income, reduce taxes, and grow assets while minimizing market volatility. The institution is committed to supporting more clients and building long-term relationships. Tune into the podcast to learn more about Phil Putney and AFS Wealth Management, access financial articles and educational videos, and stay updated on market trends and events at the firm. Phil's financial strategies have been featured on various media outlets, showcasing his expertise in providing security and peace of mind through sound financial planning.
22029 Farmington Rd, Farmington, MI 48336, United States -
Horizon Advisers - Farmington (CPA Headquarters)
● ClosedHorizon Advisers - Farmington (CPA Headquarters) is a full-service accounting firm located at 34034 Eight Mile Road in Farmington, Michigan, United States. Specializing in accounting, finance, insurance, and legal services, our dedicated team of CPAs and support staff are committed to providing the highest level of care to businesses and individuals in the metropolitan Detroit area. At Horizon Advisers, we offer a wide range of services including tax preparation, consulting, and regulatory compliance. Our team of tax professionals work with small and large corporations, family business owners, and individuals to manage and minimize tax risk and liabilities. We strive to build value by delivering innovative and cost-effective solutions for start-ups and businesses in every industry.
34034 Eight Mile Rd Suite 102, Farmington, MI 48335, United States -
Vantage Point Financial - Farmington Hills, MI
● ClosedVantage Point Financial, located in Farmington Hills, Michigan, is a holistic financial planning firm dedicated to providing comprehensive financial plans for clients at every stage of life. By offering top-tier wealth management, smart tax planning, and niche financial services, Vantage Point Financial brings expertise once reserved for the ultra-rich to all clients. At Vantage Point Financial, the process begins with a conversation to understand clients' goals and concerns. Financial plans are developed collaboratively with clients to ensure they are not only comfortable but enthusiastic about their plan before any investments are made. The firm continues to monitor investments, taxes, and all aspects of the financial plan to ensure it remains on track.
31731 Northwestern Hwy Suite 105, Farmington Hills, MI 48334, United States -
Wasserman Wealth Management
● ClosedWasserman Wealth Management, located at 31700 Middlebelt Road in Farmington Hills, Michigan, is now part of Buckingham Strategic Wealth. Our team of experienced advisors offers comprehensive investment and financial planning services to help clients achieve greater comfort, security, and wealth growth. With a commitment to providing personalized attention, we listen to your needs and goals to develop tailored strategies for your financial journey. Established in 2003 as Wasserman Wealth Management, our team joined Buckingham in 2024 to leverage their extensive resources and expertise. By tapping into Buckingham's vast network, we can focus on building strong client relationships, offering timely advice, and sharing industry-leading insights on market trends, financial planning, and tax developments.
31700 Middlebelt Rd # 130, Farmington Hills, MI 48334, United States -
ZENITH Wealth Management - Ameriprise Financial Services, LLC
● ClosedZENITH Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 32255 Northwestern Highway, Farmington Hills, Michigan, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. The institution provides regular meetings to review progress and update strategies as life changes. Clients can easily access their investments and track their progress online. Ameriprise advisors are supported by the Ameriprise Investment Research Group to provide guidance on market conditions. The institution offers flexible lending solutions for major purchases or cash flow management. Ameriprise financial advisors are registered in certain U.S. states. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. Users agree to the terms of the Ameriprise Financial Website Rules and Regulations. Member FINRA and SIPC. They appreciate referrals and will reach out to help friends or family members achieve their financial goals.
32255 Northwestern Hwy Ste 200, Farmington Hills, MI 48334, United States -
Consolidated Financial Corporation
● ClosedConsolidated Financial Corporation is a leading finance institution located at 29905 Middlebelt Road in Farmington Hills, Michigan, United States. With a strong reputation for providing top-notch financial services, Consolidated Financial Corporation offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or help with financial planning, the experienced team at Consolidated Financial Corporation is dedicated to helping you achieve your financial goals. Trust in Consolidated Financial Corporation for all your financial needs.
29905 Middlebelt Rd, Farmington Hills, MI 48334, United States -
Senior Financial Center
● ClosedThe Senior Financial Center is a finance institution located at 37000 Grand River Avenue in Farmington Hills, Michigan. Our center specializes in providing financial services and advice tailored specifically for seniors. We offer a range of services including retirement planning, investment management, estate planning, and more. Our experienced team of financial advisors is dedicated to helping seniors navigate their financial options and make informed decisions for their future. Visit us today to learn how we can help you secure your financial well-being in your golden years.
37000 Grand River Ave Suite 250, Farmington Hills, MI 48335, United States -
UHY LLP, CPA
● ClosedUHY LLP, CPA is a reputable accounting and finance institution located at 27725 Stansbury Street in Farmington Hills, Michigan, United States. With a team of experienced Certified Public Accountants, they provide a wide range of services including tax preparation, auditing, financial consulting, and more. Their dedication to client satisfaction and attention to detail sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance. Visit UHY LLP, CPA for all your accounting needs and experience the difference of working with a top-tier financial institution.
27725 Stansbury St Unit 200, Farmington Hills, MI 48334, United States -
Equitable Advisors
● OpenEquitable Advisors is a finance institution located at 30665 Northwestern Highway, Farmington Hills, Michigan, United States. We are a strategic and opportunistic group of investors and advisors who specialize in helping entrepreneurs take their businesses to the next level. Our team invests in companies seeking capital for start-up, expansion, and growth, utilizing our own equity as well as that of partners. With a diverse set of business disciplines and real estate expertise, we provide valuable knowledge and support to help grow your business. Visit us at 30665 Northwestern Hwy, #100 Farmington Hills, MI 48334 to learn more about our team of advisors.
30665 Northwestern Hwy #100, Farmington Hills, MI 48334, United States -
The Detroit Group - Morgan Stanley
● OpenThe Detroit Group - Morgan Stanley is a finance institution located at 35055 West 12 Mile Road in Farmington Hills, Michigan, United States. As part of the global financial services firm Morgan Stanley, The Detroit Group offers a wide range of financial services and investment opportunities to clients in the Detroit area. With a team of experienced professionals and a commitment to excellence, The Detroit Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future.
35055 W 12 Mile Rd Ste 101, Farmington Hills, MI 48331, United States -
IRA Brokerage Inc
● ClosedIRA Brokerage Inc is a reputable health and insurance agency located at 34119 West 12 Mile Road in Farmington Hills, Michigan, United States. The dedicated team at IRA Brokerage, led by owner Pat Jackson, has been providing exceptional services for many years. From life and disability insurance to long term care illustrations, the staff, including Matt Dymond, Matt Jackson, Patti Maisonville, and Charlotte Fasick, work tirelessly to meet the needs of their clients. With a focus on personalized solutions, the team at IRA Brokerage ensures that the right companies are selected based on the client's individual circumstances. Their expertise in underwriting, obtaining necessary forms, and providing timely quotes sets them apart in the industry. Clients appreciate the professionalism, efficiency, and reliability of IRA Brokerage, making them a trusted partner for insurance needs. Whether you are a long-time client or new to their services, IRA Brokerage is a valuable resource for all your insurance needs.
West, 34119 W 12 Mile Rd #330, Farmington Hills, MI 48331, United States -
Jared Chapman - State Farm Insurance Agent
● ClosedJared Chapman - State Farm Insurance Agent is an insurance agency located at 15401 Farmington Road in Livonia, Michigan, United States. Situated just 4 buildings North of Bates Burgers on Farmington Rd, you can easily spot the institution by looking for the red awning. With over 55 years of combined State Farm experience, the team at this agency can handle all your insurance and financial services needs. They prioritize personalized service, ensuring that their products and services fit your unique situation and budget. As an active member of the Livonia Chamber of Commerce, Jared Chapman has nearly 20 years of experience with State Farm, including 5 years in State Farm Management. Whether you're buying a fixer-upper, navigating adult children living at home, or driving on rural roads, their team is dedicated to making insurance easy for you and your family. They offer personal price plans, clear explanations of coverages, and a hassle-free experience. If you have any questions or need assistance with your insurance, Vicki and Georja are ready to help. State Farm also offers life insurance and annuities through State Farm Life Insurance Company and State Farm Life and Accident Assurance Company. Deposit products are offered by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under a license from Visa U.S.A. Inc. Remember to consult a tax or legal advisor for advice on your personal circumstances.
15401 Farmington Rd Ste 2, Livonia, MI 48154, United States -
Melissa Bahling - State Farm Insurance Agent
● ClosedMelissa Bahling - State Farm Insurance Agent is located at 28275 Orchard Lake Road in Farmington Hills, Michigan, United States. With 33 years of experience as a State Farm Agent, Melissa's office offers free quotes for auto, life, home, renters, and small business insurance. They are knowledgeable in explaining no-fault reform and personal injury protection options. The office is conveniently situated south of 13 Mile Road and 4 buildings south of their former location on the west side of Orchard Lake Road. They provide tools such as calculators for building an emergency fund, determining college savings, and managing auto repair costs. It is important to note that sensitive personal information should not be shared online for protection.
28275 Orchard Lake Rd Unit 101, Farmington Hills, MI 48334, United States -
John L. Hicks & Associates - Detroit
● OpenJohn L. Hicks & Associates in Detroit, located at 23647 Woodward Avenue in Pleasant Ridge, Michigan, is a trusted law firm specializing in bankruptcy cases. Attorney John Hicks has the expertise to navigate the legal system and provide effective foreclosure help. Filing for bankruptcy can stop car repossession, provide relief from IRS debt, and even prevent collection actions by taxing authorities. Additionally, the firm offers assistance with loan modifications to make home loan payments more manageable. With a focus on fast and affordable bankruptcy help, John L. Hicks & Associates serves clients in Metro Detroit and surrounding communities including Warren, Farmington Hills, Livonia, Southfield, Royal Oak, and more. Contact them at (248) 542-1500 to speak directly with Attorney John Hicks and get the answers you need to move forward with your case. Trust in their experience and dedication to find the best solution for your unique situation.
23647 Woodward Ave, Pleasant Ridge, MI 48069, United States -
Blue Chip Partners
● ClosedBlue Chip Partners, located at 38505 Country Club Drive in Farmington Hills, Michigan, is a finance institution dedicated to helping clients manage their wealth, achieve their life goals, and gain peace of mind. As fiduciaries, our team of financial advisors creates customized financial plans to meet each client's unique needs. With a team of 29 employees, we provide personalized service and expert guidance to ensure our clients' continued success. Our investment management philosophy focuses on identifying high quality companies for long-term growth and minimizing tax exposure. Whether you are planning for retirement, family wealth transfer, or managing stock-based compensation plans, Blue Chip Partners is here to help you navigate your financial journey. Our goal is not just about numbers, but about helping you live a more fulfilling life. Contact us today to start maximizing the potential of your wealth.
38505 Country Club Dr, Farmington Hills, MI 48331, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a renowned finance institution located at 35055 West 12 Mile Road in Farmington Hills, Michigan, United States. Our team of expert financial advisors is dedicated to providing top-notch financial services and guidance to help our clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is a trusted partner for all your financial needs. Contact us today to learn more about how we can help you secure your financial future.
35055 W 12 Mile Rd Ste 101, Farmington Hills, MI 48331, United States -
Merrill Lynch Financial Advisor Mark G Holowicki
● ClosedMerrill Lynch Financial Advisor Mark G Holowicki, located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States, is a finance institution that is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They provide exemplary client service and focus on managing your wealth by creating a flexible strategy tailored to your financial goals. Mark Holowicki and his team at Merrill Lynch Wealth Management believe in participating in the communities they serve and are committed to building strong client relationships based on trust and personalized service. They offer personalized wealth management strategies through Merrill Personal Wealth Analysis™, taking into account your goals and priorities to create a plan centered around achieving what matters most to you.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
The Whitmore Team - Morgan Stanley
● OpenThe Whitmore Team at Morgan Stanley is a leading financial institution located at 35055 West 12 Mile Road in Farmington Hills, Michigan, United States. Our team of experienced professionals offers a wide range of financial services, including investment management, retirement planning, and wealth management. With a commitment to providing personalized solutions tailored to each client's unique goals and needs, we strive to help our clients achieve financial success and security. Contact us today to learn more about how we can help you plan for a secure financial future.
35055 W 12 Mile Rd Ste 101, Farmington Hills, MI 48331, United States -
Fundamental Financial Group
● OpenFundamental Financial Group is a leading finance institution located at 37000 Grand River Avenue in Farmington Hills, Michigan, United States. With a strong focus on providing comprehensive financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Fundamental Financial Group is committed to delivering personalized and tailored solutions to meet your unique needs. Trust us to guide you towards a secure financial future.
37000 Grand River Ave #240, Farmington Hills, MI 48335, United States -
Heritage Park Group - Morgan Stanley
● OpenHeritage Park Group - Morgan Stanley is a prestigious financial institution located at 35055 West 12 Mile Road in Farmington Hills, Michigan. With a strong reputation for excellence in the finance industry, this institution offers a wide range of financial services to help clients achieve their financial goals. From investment planning to wealth management, Heritage Park Group - Morgan Stanley is dedicated to providing top-notch financial guidance and support to individuals and businesses alike. Visit us today to learn more about how we can help you secure your financial future.
35055 W 12 Mile Rd Ste 101, Farmington Hills, MI 48331, United States -
The Karwaski Group - Morgan Stanley
● OpenThe Karwaski Group at Morgan Stanley is a leading financial institution located in Farmington Hills, Michigan. Our dedicated team of professionals provides a wide range of financial services to help our clients achieve their goals. From investment planning to wealth management, we offer personalized solutions to meet the unique needs of each individual. With a commitment to excellence and a focus on building long-term relationships, The Karwaski Group at Morgan Stanley is your trusted partner in financial success. Visit us at 35055 West 12 Mile Road to learn more about how we can help you secure your financial future.
35055 W 12 Mile Rd Ste 101, Farmington Hills, MI 48331, United States -
Mehanna Advisors PLLC
● OpenLocated at 14800 Farmington Road in Livonia, Michigan, Mehanna Advisors PLLC is a leading accounting and finance institution dedicated to helping growing businesses manage their finances effectively. With a focus on bookkeeping, tax services, and CFO support, Mehanna Advisors ensures that businesses have a clear understanding of their financial health. The expert team at Mehanna Advisors uses advanced software to provide accurate and timely bookkeeping services, tailored to each client's specific industry needs. With a commitment to responsive service, clients can rely on their dedicated finance expert to provide personalized support and guidance.
14800 Farmington Rd Suite 104, Livonia, MI 48154, United States -
The Four Bridges Group - Morgan Stanley
● OpenThe Four Bridges Group at Morgan Stanley is a finance institution located at 35055 West 12 Mile Road in Farmington Hills, Michigan, United States. As part of Morgan Stanley, a leading global financial services firm, The Four Bridges Group offers a wide range of financial services and expertise to help clients achieve their financial goals. With a focus on building strong relationships and providing personalized solutions, The Four Bridges Group is committed to helping clients navigate the complexities of the financial world and secure their financial future.
35055 W 12 Mile Rd Ste 101, Farmington Hills, MI 48331, United States -
Merrill Lynch Financial Advisor Stephen J. Blahunka
● ClosedMerrill Lynch Financial Advisor Stephen J. Blahunka is a First Vice President, Wealth Management Advisor located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States. With a focus on understanding the needs and goals of investors, Stephen works with executives, physicians, business owners, and retirees to plan for their future and grow their retirement assets. Services include investment portfolio preservation and growth strategies, monthly reviews, quarterly evaluations, and annual planning. Stephen also provides business services such as 401(k) program advice and non-qualified deferred compensation plans for executives. With a background as a Chief Financial Officer and a strong educational foundation, Stephen is dedicated to providing superior customer service and helping clients achieve their financial goals without unnecessary risk. Through Merrill Lynch Wealth Management, Stephen offers personalized financial planning centered on family, goals, and priorities, with a focus on building and documenting a plan tailored to each client's needs. By getting to know clients on a personal level and understanding their investing preferences, Stephen can customize financial approaches to help clients pursue what matters most to them. With access to investment insights from Merrill and banking solutions from Bank of America, clients can work with Stephen to develop an approach designed to address their financial needs. The goal is to help clients manage, grow, and preserve their wealth while planning for the future. Through regular check-ins and adjustments to the financial approach, Stephen aims to help clients stay on track to achieve their goals and adapt to changes in their lives and the financial markets. By offering personalized investment strategies and comprehensive financial solutions, clients can benefit from a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Merrill Lynch Financial Advisor Craig R Harris
● ClosedMerrill Lynch Financial Advisor Craig R Harris is a finance institution located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The financial advisor focuses on what matters most to you - family, goals, and priorities, adapting as they change over time. The mission is to understand you and your financial goals, designing and implementing a personalized plan to help you pursue these goals while managing investment risk. The institution offers tools to help you keep track of changes in your life and financial approach, using the Investment Personality Assessment to customize your financial strategy. With access to investment insights from Merrill and banking convenience from Bank of America, the advisors at Merrill Lynch work with you to develop a personalized financial plan. The institution offers a range of potential solutions, premier customer service, and financial tools tailored to your unique circumstances and goals. By getting to know you and your priorities, the team can help you address financial challenges and opportunities. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. Regular check-ins and adjustments to your financial approach ensure you stay on track to achieve what's important to you. The institution puts you first, offering a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor. With personalized investment strategies and comprehensive financial solutions, the advisors at Merrill Lynch will work with you to design an approach that reflects your unique needs and financial situation, helping you stay on track regardless of market fluctuations. The institution provides the latest investment insights, tips, and strategies to help you live your best financial life. Disclosures regarding risk, legal, tax, and accounting advice are provided, and clients are encouraged to consult their own advisors before making any financial decisions. With a focus on understanding your goals and priorities, Merrill Lynch Financial Advisor Craig R Harris is committed to helping you achieve your financial goals.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Stonik Advisors LLC
● OpenStonik Advisors LLC is a leading accounting and finance institution located at 17314 Farmington Road in Livonia, Michigan, United States. Our team of experienced professionals provides expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, Stonik Advisors LLC is here to help. Contact us today to learn more about how we can help you navigate the complexities of the financial world.
17314 Farmington Rd, Livonia, MI 48152, United States -
Merrill Lynch Financial Advisor Robert G Hendrian
● ClosedMerrill Lynch Financial Advisor Robert G Hendrian is a prominent finance institution located at 39001 West 12 Mile Road in Farmington Hills, Michigan, United States. As a trusted financial advisor, Robert G Hendrian offers expert guidance and personalized financial solutions to help clients achieve their financial goals. With a strong reputation for professionalism and integrity, clients can rely on Merrill Lynch Financial Advisor Robert G Hendrian for sound financial advice and strategic investment planning.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Blunden & Kidd Accounting & Consulting, P.C.
● ClosedBlunden & Kidd Accounting & Consulting, P.C. is a reputable institution located at 14700 Farmington Road, Livonia, Michigan, United States. Specializing in accounting and finance, we offer a range of services to help guide individuals and businesses towards a healthy financial future. Our team takes the stress out of running your business, making payroll effortless and providing tailored tax support. We also offer online apps for easy business transactions. Whether you're a start-up owner or looking to manage your business debt effectively, we are here to help. With the right technology and strategies, we can help your small business survive disruptions and emerge stronger than ever. Contact us today to learn more about how we can support the wellness of your business, body, and mind.
14700 Farmington Rd # 107, Livonia, MI 48154, United States
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