Best Financial Advisors in Royal Oak, MI

“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.”

“Melissa De Rosario and Michael Pesendorfer took over after my initial advisor left and have done an amazing job of getting my investments organized and communicating with me on any goal or personal changes.”

“Though I determined that my assets were too small for him to manage, he was still willing to provide financial advice that will undoubtedly aid in getting me to the point where he will take me on as a client.”

“I have full faith and trust in Eric and Nick.”

“I just wanted to say thank you to our financial advisor Cliff Hawkins and the team at Hilltop Wealth Solutions and Tax Service for keeping us updated on the markets during this volatile time.”

“Been working with John for a couple of years.”

“Vincent L. Ashley, CFP® is the president and owner of the Financial Information Resource Management Company, otherwise known as THE FIRM Advisors. Vince has been a part of the financial services industry since 1980. A branch manager and registered re...”

“Our ultimate goal is to be your lifetime advocate. We don't just look at what willbe suitable for youtoday, we look at the whole picture throughout each phase of your life. We provide independent financial planning, custom plans and solutions, along ...”

“Our portfolio management combines diligent investment research with a detailed understanding of our clients' financial objectives. We study market conditions and utilize quantitative screens to identify new stock candidates and to trigger buy and sel...”

“Dividend growth investing is a powerful investment strategy because it focuses on companies that have a track record of increasing their dividends over time. Dividends are a portion of a company's earnings that are paid out to shareholders, and divid...”

“Managing wealth with an eye toward the future demands vigilance and skill in today's global economy. Over the years, we've worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealt...”

“They are a trustworthy group of people and I feel confident that they will navigate the market for me and help me make decisions that will be in the best interest of my financial future.”

“He is in constant communication via emails, mailings and in-person meetings to discuss annuity performance, adjust allocations as appropriate, and review/discuss additional benefits the annuity offers and additional needs the may arise.”

“The most important thing to me is, I don't understand this realm of the world, and Jim always takes his time to explain it in ways that ill understand.”

“He proactively suggests modifications and improvements to the living trust, will, and durable power of attorney, often bringing up details I hadn't considered.”

“I encourage anyone to come to one of his seminars, listen to what he has to say, and then make an informed decision if Green Line Retirement is the right company to invest your money with”

“They answer questions and did my tax in no time and not wasted my time, usually tax time is headache but Adnan know how to make it easy and he know what he is doing.”

“Abdul Miah's expertise made the process of filing my income tax smooth and stress-free, and I highly recommend his services to anyone seeking professional assistance.”