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TOP 30 Tax planning for individuals in Birmingham, MI
15 results found
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RMJR Tax and Accounting
RMJR Tax and Accounting is a reputable institution located in the heart of Birmingham, Michigan, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial planning services to individuals and businesses alike. With our commitment to accuracy, efficiency, and personalized service, you can trust RMJR Tax and Accounting to handle all of your financial needs with precision and care. Visit us at 320 Martin Street to experience the difference that our expertise and dedication can make for your financial success.
Tavi Law PLC
Tavi Law PLC, located at 630 North Old Woodward Avenue in Birmingham, Michigan, is a distinguished law firm specializing in Estate Planning & Administration and Commercial Litigation. Our team of experienced lawyers offers savvy counsel and exceptional results to individuals and multinational companies facing complex legal issues. With a focus on Estate Planning, Trust and Estate Administration, and Business Succession Planning, we provide sophisticated advice to affluent clients seeking expert guidance in tax and estate matters. Additionally, we represent clients in estate, trust, and fiduciary disputes, handling cases involving will and trust contests, breach of fiduciary duties, and estate tax apportionment proceedings.
Law Offices of Kristen R. Gross PC
The Law Offices of Kristen R. Gross PC, located at 600 South Adams Road in Birmingham, Michigan, offers quality legal services specializing in estate planning, probate, trust administration, and litigation. The firm is dedicated to helping clients achieve their individual and retirement planning goals, as well as charitable giving, while preserving and distributing assets in a tax-efficient manner. The firm handles a range of matters in Probate Court, including estate administration, conservatorships, guardianships, and representation of beneficiaries and trustees. They also assist with trustee notifications, asset identification, inventory, valuation, and distribution.
Calderone Advisory Group, LLC
Calderone Advisory Group, LLC is a finance institution located at 550 West Merrill Street in Birmingham, Michigan, United States. Specializing in financial advisory services, Calderone Advisory Group offers expert guidance and personalized strategies to help clients navigate the complexities of the financial world. With a team of experienced professionals, the institution is dedicated to providing top-notch financial solutions tailored to meet the individual needs and goals of each client. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Calderone Advisory Group is here to help you achieve financial success.
JL Wealth Partners
JL Wealth Partners is a finance institution located at 135 North Old Woodward Avenue in Birmingham, Michigan, United States. We specialize in meeting the dynamic needs of each client at every stage of wealth, providing tailored solutions and elevated levels of service. Our team empowers decision-making with expert guidance, offering seamless financial management for families and futures. We convene our network to deliver a full suite of financial solutions, ensuring stability for today and future generations. We offer bespoke investment strategies aligned with your financial objectives, providing access to a sophisticated platform of traditional and alternative investments. Our comprehensive services cater to trusts of all kinds, offering fiduciary oversight, account management, and assistance with distributions and bill-pay services.
Gunder Wealth Management, LLC
Gunder Wealth Management, LLC is a finance institution located at 932 Davis Avenue, Birmingham, Michigan, United States. They pride themselves on being a Guided Advocate, Strategic Partner, and Trusted Advisor for successful and ambitious individuals and families looking to create a financial plan. GWM is a fee-only financial planning firm that leverages technology to provide efficient and high-quality service to clients regardless of their location. They focus on building relationships, solutions, and outcomes, rather than individual products and complex benchmarks. The institution is committed to giving objective advice and acting in the best interest of their clients at all times. GWM offers investment advisory services in multiple states and is dedicated to sustainable development and transformative change without sacrificing performance. They provide information on their website for educational purposes and do not offer investment, tax, accounting, or legal advice. GWM does not guarantee the accuracy of information on external websites linked from their site. They disclaim all warranties and liabilities related to the use of information on their website, and clients use the information at their own risk. GWM does not provide compensation for testimonials or endorsements in their advertisements.
Derrick J. Glencer, CFP
Derrick J. Glencer, CFP is a reputable finance institution located at 34611 Woodward Avenue in Birmingham, Michigan, United States. Specializing in financial planning and wealth management, Derrick J. Glencer, CFP offers expert advice and personalized solutions to help clients achieve their financial goals. With a focus on providing top-notch service and building long-term relationships, this institution is dedicated to helping individuals and families secure their financial future.
Schechter Wealth
Schechter Wealth is a leading finance and insurance agency located at 111 East Merrill Street in Birmingham, Michigan, United States. With a focus on providing personalized wealth management solutions for high net worth individuals and families, Schechter Wealth offers a wide range of financial services including investment management, estate planning, insurance, and tax strategies. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Visit Schechter Wealth today to learn more about how they can help you build and protect your wealth.
Thomas Shelly - Morgan Stanley
Thomas Shelly - Morgan Stanley is a renowned finance institution located at 34901 Woodward Avenue in Birmingham, Michigan, United States. With a strong reputation for excellence in financial services, Thomas Shelly - Morgan Stanley offers a wide range of investment and wealth management solutions to meet the diverse needs of their clients. Their team of experienced professionals provide expert advice and personalized strategies to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Thomas Shelly - Morgan Stanley is dedicated to providing top-notch financial services tailored to your specific needs.
Richard Gorman - Morgan Stanley
Richard Gorman - Morgan Stanley is a prestigious financial institution located at 34901 Woodward Avenue in Birmingham, Michigan, United States. With a strong reputation for excellence in the finance industry, this institution offers a wide range of services to help clients achieve their financial goals. From investment planning to wealth management, Richard Gorman - Morgan Stanley provides expert advice and personalized solutions to meet the unique needs of each client. With a team of experienced professionals and a commitment to exceptional customer service, this institution is a trusted partner for individuals and businesses seeking financial success.
The Woodward Group - Morgan Stanley
The Woodward Group - Morgan Stanley is a prestigious finance institution located at 34901 Woodward Avenue in Birmingham, Michigan, United States. With a strong reputation for excellence and expertise in financial services, The Woodward Group provides a wide range of investment and wealth management solutions for individuals and businesses. Their team of experienced professionals are dedicated to helping clients achieve their financial goals through personalized strategies and innovative solutions. Whether you are looking for retirement planning, investment advice, or estate planning services, The Woodward Group - Morgan Stanley is committed to providing top-notch financial guidance and support.
John Buller - Morgan Stanley
John Buller - Morgan Stanley is a premier finance institution located at 34901 Woodward Avenue in Birmingham, Michigan. As part of the renowned Morgan Stanley brand, John Buller offers expert financial services to individuals, businesses, and institutions. With a focus on personalized wealth management and investment strategies, their team of professionals is dedicated to helping clients achieve their financial goals. Whether you're looking to plan for retirement, invest in the stock market, or manage your assets, John Buller - Morgan Stanley is committed to providing top-notch financial advice and expertise. Visit their office in Birmingham to learn more about how they can help you secure your financial future.
Tabb Wile - Morgan Stanley
Tabb Wile - Morgan Stanley is a reputable finance institution located at 34901 Woodward Avenue in Birmingham, Michigan, United States. With a strong presence in the financial industry, Tabb Wile - Morgan Stanley offers a wide range of financial services to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to providing personalized financial solutions tailored to meet the unique needs and goals of their clients. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Tabb Wile - Morgan Stanley is committed to helping you achieve your financial objectives.
Predhomme & Co
Predhomme & Co is a reputable accounting and finance institution located at 260 East Brown Street in Birmingham, Michigan, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Our commitment to excellence and personalized approach sets us apart from other firms, making us a trusted partner for individuals and businesses alike. Visit us today to see how we can help you achieve your financial goals.
Fenner Melstrom & Dooling, PLC
Fenner Melstrom & Dooling, PLC is a leading accounting and finance institution located at 355 South Old Woodward Avenue in Birmingham, Michigan, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses with their financial needs. From tax preparation to financial planning, Fenner Melstrom & Dooling, PLC is dedicated to providing top-notch service and expertise to their clients. Whether you are looking for assistance with your personal finances or need help managing your business finances, Fenner Melstrom & Dooling, PLC is here to help.
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