Best Financial Advisors in Warren, MI

“Thoroughly combing thru 2018 return as we sat at his desk,already happy with his work,he found adittional vehicle deductions ,with the result of an additional refund.”

“Having the financial planner have access to the tax ramifications of the strategies and then to be connected with estate planning procedures is most appreciated.”

“P lan B Tax Services offers a pleasant and affordable alternative to overpriced corporate tax preparation chains. Family owned, and located right here in southeastern Michigan, Plan B perform all of the same services the big chains provide, only frie...”

“The accounting side of running a business is the hardest part for me and we wouldn't be where we are today without their professional advice and expertise.”

“I recommend Naji to all of my friends…he is the best out the for all accounting and tax services …thank you naji and all your staff especially Eiad …”

“Very professional, exceeded my expectations!”

“It is has been tremendous for us to have UHY guiding us as our business has grown and to know that we are making the right decisions through their advice.”

“You will not find a more knowledgeable, professional, and honest team to work with.”

“I have worked with them for several years and they have always kept me up to date with financial strategies.”

“Even though, I live in Northern Michigan, I still come to him every year cause no one else has earned my business better than he as in terms of customer service, and tailored advise.”

“Got a call back within a couple hours of calling about a problem I was having with the IRS spent a half hour on the phone with me giving me the options I had to move forward given the situation.”

“The owner Cathy did a great job for me this year doing my personal taxes, her expertise and knowledge of all the new tax deductions and information saved me alot of money”

“I would not trust my taxes or any tax related matter to anyone else but him, he has handled disaster tax issues for me flawlessly without batting an eye completely setting me at ease.”

“We are new clients at Rochester Wealth Strategies and have been very pleased with the transition from one of the “big name” wealth management companies.”

“Paul Carnahan has been my advisor since 2016 he is loyal to me and my family dedicated he always keeps me in the loop on new strategies to grow my money and we have been extremely successful.”