Tax service provider reviews in Farmington, MI
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Paul Tepatti - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPaul Tepatti, a financial advisor at Ameriprise Financial Services, LLC located at 35405 Grand River Avenue in Farmington, Michigan, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Paul provides personalized investment recommendations and portfolio strategies. Regular reviews and updates ensure that clients stay on track, with access to their accounts and progress anytime, anywhere. By scheduling a complimentary initial consultation, clients can begin the process of financial planning and goal setting. With a commitment to transparency and client satisfaction, Paul Tepatti is registered in states where securities business can be conducted. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, offering a range of financial services and resources to support clients in reaching their financial aspirations.
35405 Grand River Ave, Farmington, MI 48335, United States -
Daniel Pozdol - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDaniel Pozdol - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 31555 West 14 Mile Road in Farmington Hills, Michigan, offers a wide range of financial services to meet the needs of individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Daniel Pozdol is equipped to provide expert advice on asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Whether you are looking to plan for your future, manage your investments, or navigate complex financial situations, Daniel Pozdol is dedicated to helping you achieve your financial goals. Contact him today to learn more about how he can help you secure your financial future.
31555 W 14 Mile Rd Ste 300, Farmington Hills, MI 48334, United States -
ZENITH Wealth Management - Ameriprise Financial Services, LLC
● OpenZENITH 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 -
IRA Brokerage Inc
● OpenIRA 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 -
Merrill Lynch Financial Advisor Stephen J. Blahunka
● OpenMerrill 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 -
Jordan Blanchard - Thrivent
● OpenJordan Blanchard - Thrivent is a finance institution located at 19045 Farmington Road, Livonia, Michigan, United States. At Legacy Consultants, our team of professionals represents Thrivent, the largest fraternal benefit society in the country. We strive to be the most competent and caring financial planning group in the area, guided by our faith to empower clients to reach and protect their financial goals. Our team, Raeann, David, and Rick, formed Legacy Consultants to provide customized financial guidance that supports your goals and values. We offer three levels of service: life event specific financial planning, assets under management investment advice, or dedicated planning. Our financial advisors focus on providing purpose-based advice that aligns with what you care about most. Whether you need life insurance, supplemental disability insurance, or have questions about financial planning, we are here to help you navigate your financial journey.
19045 Farmington Rd, Livonia, MI 48152, United States -
Merrill Lynch Financial Advisor Richard W. Smith
● OpenMerrill Lynch Financial Advisor Richard W. Smith 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 is dedicated to building strong client relationships based on trust and personalized service. The financial advisor focuses on family, goals, and priorities, adapting to changes over time. The mission is to understand each client individually, asking thoughtful questions to tailor a personalized plan to help manage investment risk and pursue financial goals. The institution offers transparency, tools, and resources to help clients stay on track and adjust their financial approach as needed. The team works with clients to define and prioritize their financial goals and create a customized investment approach. Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals. The advisors help clients stay on track to achieve their goals by reviewing progress, discussing adjustments, and updating their approach as life and goals change. The institution offers a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor, providing personalized investment strategies and access to comprehensive financial solutions. The team gets to know each client and their financial situation to design an approach that reflects their unique needs and priorities. Clients receive the latest investment insights, tips, and strategies to help them live their best financial life. The institution also offers certifications such as Chartered Retirement Planning Counselor™ (CRPC™) and Certified Financial Planner (CFP®), providing expertise and guidance in financial planning. Investing involves risk, and clients are advised to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a broad range of services, including brokerage, investment advisory, and financial planning.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Zachary M. Bensinger - Morgan Stanley
● OpenZachary M. Bensinger - Morgan Stanley is a reputable finance institution located at 35055 West 12 Mile Road in Farmington Hills, Michigan, United States. As a branch of the renowned Morgan Stanley, this institution offers a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, Zachary M. Bensinger - Morgan Stanley is dedicated to providing top-notch financial advice and solutions to help clients achieve their financial goals.
35055 W 12 Mile Rd Ste 101, Farmington Hills, MI 48331, United States -
Cowley CPAs, PLC
● OpenCowley CPAs, PLC is a leading accounting and finance institution located in Farmington Hills, Michigan. Acquired by Lotito & Lazzara, PLC, effective 11/01/2023, we have been providing large firm experience at small firm prices since 2016. Our team of professionals offers custom solutions in tax, accounting, and litigation support for clients of all sizes, from large corporations to small business owners and individuals. With a focus on modern technology and efficiency, we are dedicated to meeting the ever-growing needs of our clients. Our services include valuation services, support services for various litigation areas, audits, reviews, compilations, preparation services, and implementation and training for software platforms like SAP, QuickBooks, and more. With a team of experienced professionals, including Tim who has over 15 years of experience, we pride ourselves on delivering personalized solutions tailored to each client's specific needs and concerns.
34705 W 12 Mile Rd #160, Farmington Hills, MI 48331, United States
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