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TOP 30 Tax service provider reviews in Michigan
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Corey De Meritt - Financial Advisor, Ameriprise Financial Services, LLC
Corey De Meritt is a financial advisor at Ameriprise Financial Services, LLC located at 118 West Maumee Street in Adrian, Michigan, United States. Corey De Meritt 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®. These certifications demonstrate Corey De Meritt's expertise in various areas of financial planning, asset management, investment strategies, retirement planning, estate planning, and more. Corey De Meritt is dedicated to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.
Jacobs Financial Services LLC
Jacobs Financial Services LLC is a finance institution located at 800 East Ellis Road in Norton Shores, Michigan, United States. The institution specializes in retirement planning and helping clients create personalized financial roadmaps to achieve their retirement goals. The team of qualified financial advisors, led by President and CEO Tom Jacobs, has over 25 years of experience in the insurance and financial industry. Tom Jacobs believes in straightforward and direct communication when working with clients to develop retirement income strategies. The institution recommends reviewing financial roadmaps annually to make any necessary adjustments. Clients in West Michigan and surrounding areas can schedule a meeting with one of the advisors to start working on their retirement roadmap.
1st Source Bank Wealth Advisory Services
1st Source Bank Wealth Advisory Services, located at 500 Renaissance Drive in St. Joseph, Michigan, is a finance institution dedicated to helping you secure your future and achieve your unique financial goals. Our team of seasoned financial experts is committed to understanding your aspirations and creating a personalized wealth management strategy tailored to your needs. With transparent fee structures, regular performance reviews, and clear communication, we strive to provide exceptional service and build lasting relationships based on trust and transparency. Our services range from crafting investment strategies and retirement plans to estate and succession planning. Whether you're an individual, family, corporation, non-profit organization, or municipality, we offer portfolios designed to meet your specific investment needs. Our experienced financial planners will work closely with you to create a customized roadmap for your financial future, ensuring that your legacy is protected and your assets are distributed according to your wishes.
Great Lakes Financial Services Group
Great Lakes Financial Services Group is a leading finance institution located in Brighton, Michigan. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. Visit us at 10484 Citation Drive to learn more about how we can assist you in achieving your financial goals.
Jansen & Associates - Ameriprise Financial Services, LLC
Jansen & Associates - Ameriprise Financial Services, LLC is a finance institution located at 6010 Eagle Trace Drive, Ypsilanti Charter Township, Michigan, United States. They offer personalized investment advice and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards financial goals through regular reviews and updates. Clients can access their accounts and investments securely from any device. The institution provides a complimentary initial consultation to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states. They cannot guarantee future financial results. The institution emphasizes privacy and security, and clients agree to abide by their website rules and regulations. Referrals are appreciated, and the institution will reach out to referred individuals to help them achieve their financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
Hampton Wealth Management - Ameriprise Financial Services, LLC
Hampton Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 726 Notre Dame Street, Grosse Pointe, Michigan, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. The institution provides a complimentary initial consultation to discuss financial goals and strategies. Ameriprise financial advisors are registered in certain U.S. states and clients can check their personal website or FINRA's BrokerCheck for details. Risk tolerance is a key factor in determining investment strategies, as it affects the types of investments and diversification in a portfolio. Ameriprise Financial Services, LLC cannot guarantee future financial results. Clients agree to the terms of the institution's website rules and regulations. Referrals are appreciated, and the institution will reach out to them soon. Privacy and security are a top priority, with online security guarantees and information about email fraud available.
Phil Harmon - Financial Advisor, Ameriprise Financial Services, LLC
Phil Harmon, a Financial Advisor at Ameriprise Financial Services, LLC, located at 5863 South Warner Avenue, Fremont, Michigan, United States, specializes in providing comprehensive financial planning services. Phil holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on ethical practices and client-centered approach, Phil aims to help individuals and small business owners achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance products, Phil Harmon is dedicated to providing personalized solutions to meet your needs. Contact Phil Harmon today to start your journey towards financial success.
Steven Meyers - Associate Financial Advisor, Ameriprise Financial Services, LLC
Steven Meyers is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 6435 28th Avenue in Hudsonville, Michigan, United States. With a focus on your individual goals and personal risk tolerance, Steven provides investment, asset allocation, and portfolio recommendations to help you achieve your financial objectives, whether it's saving for retirement, education, or a major purchase. Regular meetings are held to review progress, update strategies as life changes, and track your journey towards financial success. By accessing your investments and accounts from any device, you can stay informed and make informed decisions securely. For those interested in learning more about how Steven can assist with their financial planning, a complimentary initial consultation can be scheduled. Steven is registered with FINRA and SIPC, and can only conduct securities business with residents of states where he is properly registered. The initial consultation provides an overview of financial planning concepts, with no written analysis or recommendations provided.
Steve Bowman - Financial Advisor, Ameriprise Financial Services, LLC
Steve Bowman is a financial advisor at Ameriprise Financial Services, LLC, located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. As a finance institution, Steve offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He helps clients document their goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and track progress securely from any device. Steve is committed to diversity and creating a better future for all clients. He provides complimentary initial consultations to new clients and offers insights on stock prices and market trends. Investment products are not insured by the FDIC and involve potential risks. Ameriprise Financial Services, LLC is a registered investment adviser and member of FINRA and SIPC. Steve is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. The institution has received recognition for its support of the military community and commitment to disability inclusion. Visit the website for more information on corporate entities, privacy, and security. Feel free to refer friends and family for financial guidance.
Rush Creek Advisors - Ameriprise Financial Services, LLC
Rush Creek Advisors - Ameriprise Financial Services, LLC is a finance institution located at 7700 Byron Center Avenue Southwest, Byron Center, Michigan, United States. As recipients of the Ameriprise Client Experience Award for 2023, we prioritize your financial goals, whether they involve retirement, education, or a major purchase. Our team provides personalized investment and asset allocation recommendations based on your individual goals and risk tolerance. We document your goals, regularly review your progress, and adjust your approach as life changes. You can easily access your investments and accounts from any device and track your progress towards your goals securely. Schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. Our advisors are registered to do business in certain U.S. states, so please refer to our personal website or FINRA's BrokerCheck website for more details. Let's meet to discuss what's most important to you and explore how personalized advice can help you reach your financial goals. Please note that the initial consultation provides an overview of financial planning concepts and does not include written analysis or recommendations. Ameriprise Financial cannot guarantee future financial results. We are committed to helping your friends or family members achieve their financial goals, so feel free to refer them to us. We look forward to connecting with them soon. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and we prioritize privacy and security for all our clients.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 21400 Perry Avenue in Big Rapids, Michigan, United States. Our Tax Pros are ready to help you maximize your refund, even though our tax advance loans have ended this year. You can conveniently drop off your tax documents at our location inside Walmart, where our Tax Pros will take care of the rest, including a quick review of your final return and e-signing. We offer in-person tax preparation appointments, drop-off services, and assistance with IRS letters. To schedule an appointment, you can book online or call us at (855) 301-1040. Our Tax Pros at this location speak English and are dedicated to helping you get the most out of your tax return. Remember, when every dollar matters, it matters who does your taxes™.
Rush, Coda and Associates - Ameriprise Financial Services, LLC
Rush, Coda and Associates - Ameriprise Financial Services, LLC is a finance institution located at 333 Bridge Street Northwest in Grand Rapids, Michigan, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations to discuss retirement, education, major purchases, and more. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can expect regular meetings to review and update their financial plans as life changes. The institution also offers resources on their website for privacy, security, and email fraud prevention. Rush, Coda and Associates - Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC
Shaun Smith - Financial Advisor, Ameriprise Financial Services, LLC, located at 900 East Paris Avenue Southeast in Grand Rapids, Michigan, is a finance institution that offers personalized investment recommendations based on individual goals and risk tolerance. They provide regular reviews and updates to help clients track their progress towards financial goals, with secure online access to accounts and investments. The institution offers complimentary initial consultations to discuss retirement, education, major purchases, and more. Shaun Smith is a registered investment adviser with Ameriprise Financial Services, LLC, and may conduct securities business with residents of specific states. Clients can expect professionalism, expertise, and a commitment to helping achieve financial goals.
Miedema & Associates - Ameriprise Financial Services, LLC
Miedema & Associates - Ameriprise Financial Services, LLC is a finance institution located at 5991 Venture Park Drive, Kalamazoo, Michigan, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams in 2024, we prioritize your individual goals, whether it be retirement, education, or a major purchase. Our team provides investment recommendations based on your risk tolerance, regularly reviews your progress, and adjusts your approach as life changes. You can easily access your investments and track your progress online, and schedule a complimentary initial consultation to get started. Backed by the Ameriprise Investment Research Group, we provide guidance on market conditions and their impact on investments. Our financial advisors are registered in specific U.S. states and adhere to strict regulations. Contact us to discuss your financial goals and learn more about how we can help you achieve them.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service, located at 56964 North Main Street in Three Rivers, Michigan, is a finance institution that is dedicated to helping individuals maximize their tax refunds. Although their tax advance loans have ended for this year, their team of Tax Pros are still available to assist you in getting the most out of your tax return. Their services are perfect for individuals with busy lives, as you can simply drop off your tax documents and let a Tax Pro handle the rest. They will review your final return with you over a quick call and allow for convenient e-signing.
Summit Bay Private Wealth Advisors - Ameriprise Financial Services, LLC
Summit Bay Private Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 391 South Shore Drive, Battle Creek, Michigan, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides regular reviews and updates to adapt to life changes. Potential clients can schedule a complimentary initial consultation to learn more about how the institution can help them. Ameriprise financial advisors are registered to do business in certain U.S. states only. The institution cannot guarantee future financial results. Clients can refer friends or family members to the institution to help them achieve their financial goals. Summit Bay Private Wealth Advisors is a member of FINRA and SIPC, and prioritizes privacy and security for their clients.
Murray, McCumons & Associates - Ameriprise Financial Services, LLC
Murray, McCumons & Associates - Ameriprise Financial Services, LLC is a finance institution located at 4750 Venture Drive, Ann Arbor, Michigan, United States. They offer investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution prioritizes client goals, providing regular reviews and updates as life changes. Clients can access their investments and accounts securely from any device. Ameriprise Financial is recognized as one of the Most Trusted Wealth Managers by Investor’s Business Daily. Financial advisors are registered to do business in certain U.S. states. The institution offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial cannot guarantee future financial results. Users of the site agree to abide by the terms of the Ameriprise Financial Website Rules and Regulations. The institution values referrals and strives to help friends and family achieve their financial goals. Privacy and security are a top priority, with online security guarantees and protection against email fraud. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
Sara Mehraban - Financial Advisor, Ameriprise Financial Services, LLC
Sara Mehraban is a Financial Advisor at Ameriprise Financial Services, LLC, located at 4750 Venture Drive, Ann Arbor, Michigan, United States. Sara Mehraban 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®. These certifications demonstrate Sara Mehraban's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Sara Mehraban is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.
Paul Tepatti - Financial Advisor, Ameriprise Financial Services, LLC
Paul 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.
Daniel Pozdol - Private Wealth Advisor, Ameriprise Financial Services, LLC
Daniel 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.
Matthew C Keil - Financial Advisor, Ameriprise Financial Services, LLC
Matthew C Keil - Financial Advisor, Ameriprise Financial Services, LLC, located at 39400 Woodward Avenue, Bloomfield Hills, Michigan, United States, is a reputable finance institution. Specializing in providing personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, Matthew C Keil works closely with clients to document their objectives and regularly review progress. With a focus on retirement planning, education savings, major purchases, and more, clients can access their investments and accounts securely from any device. Offering complimentary initial consultations, Matthew C Keil is dedicated to helping clients achieve financial success. As a registered advisor with FINRA, clients can trust in the expertise and professionalism of Matthew C Keil. Contact Ameriprise Financial Services, LLC today to schedule a consultation and learn more about achieving your financial goals.
Mary D Hall - Financial Advisor, Ameriprise Financial Services, LLC
Mary D Hall is a financial advisor at Ameriprise Financial Services, LLC, located at 16150 Michigan Avenue in Dearborn, Michigan, United States. With a focus on individual goals and risk tolerance, Mary provides investment and portfolio recommendations tailored to each client. Regular progress reviews and goal updates ensure that strategies remain aligned with changing life circumstances. Clients have secure online access to their accounts and investments, allowing for easy tracking of progress towards financial goals. To schedule a complimentary initial consultation or learn more about services offered, contact Mary D Hall today. Please note that securities business is conducted only with residents of properly registered states. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing financial planning services with a focus on client needs and objectives.
Sailus & Warunek - Ameriprise Financial Services, LLC
Sailus & Warunek - Ameriprise Financial Services, LLC is a finance institution located at 835 Mason Street, Dearborn, Michigan, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, clients can track their financial goals securely from any device. The institution provides a complimentary initial consultation to discuss financial planning concepts and the potential for a positive stock market backdrop. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. Clients can refer friends and family members to help them achieve their financial goals, with the assurance of privacy and security through Ameriprise Financial Services, LLC.
Chuck Moyer - Financial Advisor, Ameriprise Financial Services, LLC
Chuck Moyer - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 19727 Allen Road, Brownstown Charter Township, Michigan, United States. Chuck Moyer holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, wealth transfers, retirement planning, estate planning, and fiduciary practices. Chuck Moyer is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuous education, Chuck Moyer aims to help clients make informed decisions and achieve their financial goals. Contact Chuck Moyer at Ameriprise Financial Services for expert financial advice and personalized wealth management solutions.
John Zekaj - Financial Advisor, Ameriprise Financial Services, LLC
John Zekaj, a financial advisor at Ameriprise Financial Services, LLC, located at 5700 Crooks Road in Troy, Michigan, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, John works closely with clients to regularly review progress, adjust strategies as needed, and track financial goals. Clients can conveniently access their accounts and investments from any device, securely sharing information with John. By scheduling a complimentary initial consultation, clients can learn more about how John can help them achieve their financial objectives. As a registered advisor, John Zekaj conducts securities business only in states where properly registered, ensuring compliance with regulations. Ameriprise Financial Services, LLC emphasizes privacy and security, providing resources to protect clients from email fraud and ensure online security. Clients can trust Ameriprise Financial for expert guidance in navigating the complexities of financial planning and investing.
ZENITH Wealth Management - Ameriprise Financial Services, LLC
ZENITH 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.
SkyPointe Advisors - Ameriprise Financial Services, LLC
SkyPointe Advisors - Ameriprise Financial Services, LLC is a finance institution located at 5700 Crooks Road in Troy, Michigan, United States. We prioritize what is most important to you, whether it be retirement planning, educational savings, or making a major purchase. Our experienced financial advisors provide personalized investment recommendations based on your goals and risk tolerance. We work with you to document your goals, regularly review your progress, and adjust your approach as needed. You can easily access your investments and track your progress towards your goals from any device. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Our advisors are registered to do business in certain U.S. states, and we cannot guarantee future financial results. Contact us to discuss your financial goals and refer your friends and family to us for assistance. We adhere to strict privacy and security measures to protect your information. Thank you for considering SkyPointe Advisors - Ameriprise Financial Services, LLC for your financial needs.
Eric Woodhouse - Financial Advisor, Ameriprise Financial Services, LLC
Eric Woodhouse is a Financial Advisor at Ameriprise Financial Services, LLC, located at 101 West Big Beaver Road in Troy, Michigan, United States. Eric 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®, CFP®, 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 Eric's expertise in various financial planning areas, such as asset management, retirement planning, estate planning, investment management, and more. With a strong commitment to ethics and continuing education, Eric is dedicated to providing top-notch financial advice and services to his clients.
Jonathan Stanley - Financial Advisor, Ameriprise Financial Services, LLC
Jonathan Stanley is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 101 West Big Beaver Road in Troy, Michigan, United States. With a focus on individual goals and risk tolerance, Jonathan provides investment recommendations and portfolio strategies tailored to each client's unique needs. Regular meetings and progress reviews ensure that your financial plan stays on track as life changes. Clients can easily access their accounts and track their progress towards their goals from any device. If you have questions or would like to schedule a complimentary initial consultation, Jonathan Stanley is ready to assist you. Background and qualification information can be found on FINRA's BrokerCheck website. Whether you are planning for retirement, education, or a major purchase, Jonathan is here to help you achieve your financial goals. Securities are offered through Ameriprise Financial Services, LLC, and investment advisory services are available through their registered investment adviser.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service located at 1879 East Sherman Boulevard in Muskegon, Michigan is a finance institution that is dedicated to helping you get your biggest refund. While tax advance loans are no longer available this year, our Tax Pros are ready to assist you with your tax preparation needs. You can conveniently drop off your tax documents and have a Tax Pro take care of the rest, including a final review and e-signing. Located inside Walmart, you can get your taxes done while you shop and still receive our guaranteed biggest refund. Our Refund Advance loans allow you to access money before your tax refund arrives, providing financial flexibility when you need it most. We offer in-person tax preparation appointments, drop-off services, and assistance with IRS letters. To schedule an appointment, you can book online or call (855) 301-1040. Our Tax Pros at this location speak English and are ready to help you maximize your refund. Trust Jackson Hewitt Tax Service with your taxes because when every dollar matters, it matters who does your taxes™.
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