Pontiac, MI 85 Financial Advisors near you

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Wellington Mackenzie CPA Group

Wellington Mackenzie CPA Group

4.9 (14)
Wellington Mackenzie CPA Group is a full-service accounting firm in the City of Livonia in Michigan specialized in working with resident and non-resident entrepreneurs. Our CPAs can support you on working business days from 8 AM to 6 PM, and are available for consultations in the office, over the phone or the Internet. We can take care of your limited company annual accounts, tax returns, payroll administration as well as represent you in dealing with IRS.We can provide a complete accountancy solution tailored to your individual needs, and specialize in providing proactive advice to small, medium-sized and large companies and busine ... View Profile
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Safe Money Retirement Solutions

Safe Money Retirement Solutions

5.0 (4)
Our Services Secure Your Retirement Future It’s not just about your money, it’s about your life. We understand how complex your life and financial situation can be, and we’re here to help. Whether you’re nearing retirement, in retirement, had a life altering event or just need a game plan, our team can help you get the right information so you can make the best decisions for your financial future.
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Advantage Tax & Financial Services

Advantage Tax & Financial Services

5.0 (3)
If you are seeking for a reliable financial group, check out Advantage Tax & Financial Services. This pro has been providing reliable business, accounting, it and financial solutions as early as 1998. They specialize in providing tax accounting, individual tax preparation, and bookkeeping.
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Lakeshore Accounting & Tax Services

Lakeshore Accounting & Tax Services

3.0 (2)
The financial consulting services by Lakeshore Accounting & Tax Services provides are effective and efficient. This professional also provides tax planning and business consulting services. They also provide payroll, bookkeeping, and accounting service, tax planning and preparation, and more.
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Savings Coach

Savings Coach

5.0 (2)
Certified Financial Planner (CFP), Registered Tax Return Preparer, Savings Coach is a Registered Investment Advisor in Michigan. This is my 7th year preparing taxes and 16 years in personal finance. 
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Eaton & Susan, Accountants

Eaton & Susan, Accountants

5.0 (1)
We are very personable and care about our clients, their businesses, and the type of work we do.  Our greatest joy is when our clients introduce us to their friends and counterparts.  This is the best thank you a client can give.  
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AMERICAN TAX SYSTEMS

AMERICAN TAX SYSTEMS

5.0 (1)
ENROLLED AGENTS WITH INTERNAL REVENUE SERVICE, OVER 20 YEARS OF BUSINESS AND PERSONAL TAX WORK. REPRESENTATION BEFORE INTERNAL REVENUE SERVICE AND STATE AGENCIES.
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Ward Financial Services

Ward Financial Services

4.0 (1)
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Income Tax Wizard

Income Tax Wizard

5.0 (1)
Jim Chapman is a supply chain consultant who offers marketing, sales and financial planning services. This professional helps companies improve their business operations. They also offer payroll and bookkeeping services.
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Tax Source Group LLC

Tax Source Group LLC

Get quality financial consulting services when you hire BRIAN HARVEY. They offer chapter 7 or 13 investments and assistance to first-time home buyers. This reliable financial services provider also does bookkeeping, tax returns and planning, payroll services and more.
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Globadigm Consulting, LLC

Globadigm Consulting, LLC

Globadigm Consulting is an accounting, tax and management consulting company that specializes in providing bookkeeping services for individuals and small businesses. We pride ourselves on providing timely and accurate solutions while upholding customer information confidentiality as one of our highest responsibilities. Since its inception, Globadigm has continued to go forth with the mission of helping others take control of their finances through proper planning and business development. With over 20 years of combined experience among the team, Globadigm is well-equipped to provide solutions that will drive your business’ success. Your ... View Profile
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SCS Capital

SCS Capital

Get reliable financial advisory services by hiring the professionals of this business. Their financial services include business tax preparation, legal document preparation, and estate attorney. This professional has received positive reviews from previous clients.
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Brass Ring Wealth Management

Brass Ring Wealth Management

IT'S NOT WHAT YOU EARN...IT'S WHAT YOU KEEP THAT MATTERS. Brass Ring Wealth Management is an independently run family-owned Corporation based in Clarkston, Michigan.  We have no obligation to work with any specific firms, agencies, or products except the ones that keep your interests in mind. Our professionals  have over 65 years of experience specializing in investment, tax, and retirement income planning. Our custom programs help reduce certain risks that can harm your personal and business assets and retirement, as well as provide for your income, investment, and insurance planning needs.  We help ensure that y ... View Profile
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Northwestern Mutual

Northwestern Mutual

Our mission is to be the trusted advisor at the center of our clients financial lives. We believe in people over products and above all doing what is right for our clients to help them plan and protect their future and their families.  We provide advice in the areas of budgeting, retirement planning, education, life insurance, disability and long term care insurance, estate planning, and tax mitigation.  I personally work with a team of expireienced CFPs locally, and put over 35 years of combined expertise at work for my clients., to make sure all of their needs are met, and they have the peace and confidence for their future and fo ... View Profile
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Cornerstone Financial Services, LLC

Cornerstone Financial Services, LLC

Seek assistance from Cornerstone Financial Services, LLC for all your financial planning services. They offer individual and business financial services and planning, estate attorney, and tax accounting. They handle professional estate attorney, business broker, and cpa firm at a negotiable price.
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Zimco Capital

Zimco Capital

Since 1980, we have been serving our clients faithfully.  Simply, we treat our clients like we would like to treated- with respect, integrity and dependibility.  Today, we have over 500 clients throughout Metro Detroit and beyond. Your financial goals may include growth and accumulation, income and preservation, lower taxes, legacy and distribution or any combination. We will listen, construct and execute a plan fit just for you and your family. We are experts in all account types: Traditional IRA, Roth IRA, IRA Rollover, Trusts, Individual, Joint, 529, etc. Investments include but not limited to: Stocks, bonds, mutual funds, real e ... View Profile
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Personal Wealth Management LLC

Personal Wealth Management LLC

I am in business to Be of Service to those in need.  AND, there is a big need for those who desire a consultant who provides financial planning and investment alternatives that compliment the more traditional that you traditionally hear on CNBC or other firms marketing propaganda.  I serve Accredited Investors with Reg D. Income offerings, Business Owners and Baby Boomers (like myself) to Millennials (like my children).  I DO NOT DISCRIMINATE WITH ACCOUNT OR WEALTH MINIMUMS!! I am a former bank trust officer, have an MBA in finance AND tons of detailed and varying life experiences accumulated via my desire to learn and thrive a ... View Profile
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David R. Newbill, CFP®

David R. Newbill, CFP®

I provide client's with comprehnsive financial plans as well as advisory services in the following areas. Investment planning Retirement planning  Insurance services Medicare and Social Security planning Estate planning referrals to attorneys who specialize in this area I'm a Certified Financial Planner ProfessionalTM I'm a registered Certified Public Accountant in the State of Michigan. ... View Profile
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Education Planning Resources, Inc.

Education Planning Resources, Inc.

Education Planning Resources provides comprehensive planning with a focus on three main goals: 1. Assess your situation 2. Determine your goals 3. Help you stay on track for achieving them. Areas of speciality include: 1. Protecting your assets against losses 2. Strategies designed to ensure you don't run out of money in retirement 3. Pay for college without sacraficing your retirement by reducing your college costs and increasing your gifting from the colleges Our business has been located in Southfield, MI since 2008. We work with families throughout southeast Michigan and beyond. www.educationplanningresources.com ... View Profile
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Blueskies Financial Coaching

Blueskies Financial Coaching

Founded in 2010 by Dan and Ann Stevens, Blueskies Financial Coaching is a fee based coaching service located in the Ann Arbor area of Michigan that is designed to help you navigate a wide variety of financial struggles and successfully achieve your personal financial goals. We partner with you to create a list of priorities based on your individual needs. You will learn how to tell your money where you want it to go and how YOU want it to work. This enables you to achieve success by changing your habits and the way you manage money. In addition, we provide education on the major components of a healthy financial plan. Contact us today to sche ... View Profile
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