Best Financial Advisors in Pontiac, MI

“Initially I had no sure knowledge about how I would approach stocks but had a desire and not only were you patient with me, I walked away feeling like an expert!”

“If you have any questions about your retirement situation, call the office and take the opportunity to find out what he can offer, you won't regret it!!”

“I WISH we had met Norris CPA LLC much earlier in life.”

“He is very attentive to my phone calls and I appreciate his professional perspective to help my investment decisions.”

“They have provided me with a wealth of information and have answered all my questions.”

“The BEST place to get your taxes done.”

“He sat down with us 1 on 1 to review our retirement accounts and then gave us specific advice around our investments including investing money differently in 401k, IR As, and putting money into an HSA which we'd never thought about for the future.”

“We came from a larger CPA firm before letting Tammy take over our account as they couldn't give us the timely attention our very busy company required.”

“Jonathan Lau fully understands my family needs in the future and has developed a solid wealth portfolio that has performed exceptionally well.”

“I've been using this company for my taxes for several years and they're fantastic, professional, and responsive to my questions.”

“I've ben through the cooperate investment companies with my own "dedicated" agent for 20+ years but no one has timed the market like Dan did for me during the 1st Quarter of 2022 when we pulled out and now slowing re-entering when it's at 32.”

“After speaking to him a couple of times I could tell he was sincere and understood various different investment strategies, wasn't just trying to sell me life insurance.”

“Rob has recommended strategy or financial products that clearly fit OUR situation the best, not the products that necessarily make him more money.”

“They make themselves available to you, they direct you and Shepard you so that whatever decision you make with them it will truly be in the best interest of you and your family moving forward.”

“Andrew is also a very sharp guy with a tremendous work ethic for his clients.”

“They were knowledgeable and friendly to work with and develped a plan with me that I was comfortable with.”