Financial Advising near Rochester, MI

5 locations found near Rochester

“Consolidated Financial Management and Tax Services have been doing our taxes for a few years. DFM offers an excellent Service at a fair price. Timo is very knowledgeable, intelligent, and professional. He had great advice and answered some very difficult questions in relation to our business. I will continue to use his services and will recommend him to anyone needed tax services!”

3.5 Good10 Reviews

“I’ve gone through more accountants than I’d like to admit looking for someone who fit my needs. I am happy to say I have finally found what I have been looking for in this firm. John and his team are organized, timely, professional and thorough. They keep my books clean while still being creative and strategic. John keeps up on the latest tax laws and brings opportunities to the table to help us maximize the income we get to keep. I am very thankful for this whole team!!!!”

4.7 Superb25 Reviews

“We see Hank every year, he works his magic on that calculator and we watch our refund grow. We leave surprised, anticipating that we will owe while we are sitting there, but we exit knowing that we are getting back anice chunk. I would highly recommend Hank to do your taxes as well and who knows ... maybe you can be as lucky as me.”

5 Superb7 Reviews

“I've been a client for 16 years. The entire staff is knowledgeable and friendly. They have the services and knowledge of a large firm with the feel and comfort only a family business can provide. They make investing comfortable and easy!”

5 Superb7 Reviews

“Questions on investments, managing money, planning for retirement? Come to this location! Zoya was amazing to get us started with Charles Schwab. She walked us through the amounts of money we had in different accounts, what different investment funds we should consider, briefly discussed our future goals, and set us up with a financial advisor to further our investment strategy and plan. The Charles Schwab environment made us feel comfortable with the investment direction we are going in.”

2.1 Poor14 Reviews

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