Financial Advising near Romeo, MI

4 locations found near Romeo

“Very professional and they take their time to explain all options available. They set up a great retirement plan for my family and explain the changes in the strategy plan, as I get older. Lawyers to write our trust, CPA to do my taxes, and great financial planners. When I was getting ready to retire, I sat down and talked to 5 different financial institutions and I chose Hantz. After 3 years, I'm glad I did and I would do it again.”

5 Superb6 Reviews

“GREAT place and GREAT people to do business with!! Greg and the associates at Tarr and Associates are very personable, honest and down-to-earth. They are neighborly and caring, which is hard to find often, but very treasured and wonderful to deal with. I would HIGHLY recommend Tarr and Associates to anyone seeking Financial Planning.”

1 Poor4 Reviews

“I highly recommend Bill Kirkaldy at Macomb Income Tax for tax preparation and tax advice. We originally came to Bill as we moved to Michigan from another state, and we needed an experienced person to do both states. Bill is very knowledgeable about tax laws, and is also very nice about answering questions on the return itself and general tax questions.
Barbara Drensky”

5 Superb109 Reviews

“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 Average4 Reviews