Financial Advising near West Bloomfield, MI
18 locations found near West Bloomfield
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Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Several months ago, I started looking for a new accountant due to my previous accountant whom I've been with for 4 1/2 years started screwing up my taxes something awful the last two years I was with them. I came upon several accountants in the area, some close by others a little further out. What got me to go with Zigo & Associates is the reviews. As I'm a person who always check reviews on any company or business, Zigo and Associates had many 5 stars positive reviews so, I'd decided to give them a try. Needless to say, that was the best decision I could have made. Talk about affordable rates, nice, pleasant staff and Dan, I couldn't say enough about him. This man saved me from what could have been a disastrous situation concerning my business. I truly couldn't thank him enough; he is truly a genius who knows his stuff. Cherie is awesome, much love to her. The rest of the staff are so pleasant and helpful and very easy to work with, I appreciate them all. I've never had an issue being able to reach anyone when I have a concern or question. Zigo & Associates are the BEST and I personally highly recommend them to any and everyone for their accounting needs.”
Financial Advising
“I have been working with the Lau and Lau now for nearly 3 years and it has been a great experience. They are an extremely competent wealth management firm that has guided me towards a very comfortable retirement. Jonathan Lau fully understands my family needs in the future and has developed a solid wealth portfolio that has performed exceptionally well. I highly recommend them!”
Financial Advising
“I have worked with Christine, Andrew, Colin and Dominik. Christine is a caring, compassionate, and really sharp advisor. She goes above and beyond for her clients. I think she is the best in the business. I have also worked closely with Andrew. Andrew is also a very sharp guy with a tremendous work ethic for his clients. I recommend the whole team without reservation. You won't find a more hard working, honorable, and dedicated group.”
Financial Advising
“As a small business providing health insurance to our employees, HIA Financial has been instrumental in helping us find a plan that fits both our company’s and employee’s needs; they also make the annual renewal process very simple and streamlined. We have worked with Kelley and her team at HIA since 2012 and highly recommend their services!”
Financial Advising
“I was lucky to meet Rich. His focus is to help people. It’s not easy to find the right solutions to resolve financial issues or improve financial well being. Rich guided me through a seamless process. I now trust this process will protect my family and guide us into real financial independence. I’m very impressed with his professionalism and desire to help others and my family.”
Financial Advising
Financial Advising
“Precious is such a go getter and an advocate for her customers! She is literally the best in her field. She is diligent, passionate, precise and gets the job done. Precious is also very knowledgeable of her practice and she makes sure you understand the processes as well. She is a 100/10”
Financial Advising
“Not sure where to leave this review, but I was about to give Charles Schwab a 1 star review. Instead 5 because the transfer was completed at 1am thankfully. Not sure how though.On Maundy Thursday 4/18/2019, I needed to transfer some money from my Charles Schwab account to my Citi Bank account. After waiting 24 hours on Friday, the money had been withdrawn from my Charles Schwab account but Citi Bank had not received any notification of an incoming wire transfer. After contacting Charles Schwab about this issue they stated that Good Friday is an "ACH Holiday" and that the wire transfer would not be completed until Monday. This did not make sense to me because someone had already withdrawn the money, there were people working in customer service, and citibank had employees who were ready to receive the wire transfer. I was very upset because I needed to make a substantial payment this saturday and would have had to beg the biller to wait until Monday to accept the payment when Charles Schwab's ACH employees would return to work when clearly everybody else in the process was working.I think we get enough Catholic holidays off and for Good Friday to be a trading day, banks are still open, and a day before the weekend where many people travel poor effort on Charles Schwab to be properly staffed. It definitely caused me a lot of frustration and I venting here, but if anyone needs money before Easter weekend in the future make sure to start the transfer on wednesday at the latest.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I have been a business owner for over 13 years and have worked with several CPA firms. My experience with Smart Tax CPA has by far been the best. They are very dedicated to their clients and provide exceptional client service. My phone calls are always returned promptly. In addition to their client service, I trust their advice completely. I would highly recommend their firm to any business owner or individual looking for a quality accountant.”