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Jerry Treppa & Associates
Industries, Services For Quickbooks, Tax Services
“Then I received a letter from the IRS for a penalty against my 2017 taxes...”
Best Financial Advisors in Saint Clair Shores, MI
The highest-rated Financial Planning & Wealth Management companies out of 148 vetted & reviewed in the Saint Clair Shores area.
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Bowman Asset Management
Risk Management, Long-Term Care, Business Planning
“Bowman Asset Management was founded in 1996 to work with individual investors and small business owners. Focusing on wealth preservation, retirement income planning, and tax-managed investment strategies, Bowman Asset Management is here to support yo...”
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Advantage Wealth Benefit and Retirement Services
“She has a great deal of experience and really understood how to put together all the piece of our financial puzzle to keep our retirement plans on track.”
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Artisan Capital Management
Business Consulting, Investment Management, Financial Planning
“He was extremely helpful in guiding us and spent his own time with us even though we weren't clients of his.”
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Complete Capital Services
Offer Financing, Benefits of Financing, Equipment Financing
“We used Complete Capital Services to provide 100% financing for the purchase, renovation and installation of several large pieces of industrial equipment for one of my manufacturing clients.”
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Bay Pointe Financial Management
“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.”
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LPL Financial
Simple Ira, Estate Planning, Traditional Ira
“The company is extremely knowledgeable, kind, and helpful.”
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Lou Peters and Associates
“A Michigan-based management consulting firm that helps companies improve their performance and reach their goals. Our fresh perspective, sound experience and proven methods give clients a competitive advantage and a clear path to a more successful fu...”
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Maddens & Evans
“Maddens & Evans, P.C. is a full-service accounting firm serving clients throughout the Saint Clair Shores, MI area, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business nee...”
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Saint Clair Financial Group
“Risk Assessments pinpoint exactly how much risk an investorwants— eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor's Risk Number®, whether you're acros...”
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Beals, Caruana & McVety
Charter Schools, Bookkeeping, Tax & Accounting
“When our previous accountant left us hanging with no warning, John and Cass were there to seamlessly pick up the pieces and keep our business moving in the right direction.”
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Orfin & Associates
Wealth Management, Annuities, Medicare
“I, as well as many of you who are approaching the golden years of their life, LOL, have been bombarded by several financial planners to join them for an informative evening on what they are all about.”
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Dyrect Professional Services
Services For Quickbooks, Tax Services, Business Services
“God bless you and wish you all the best, you are a valuable asset for the company for having professional experience and providing the high level of customer service.”
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Summit Financial Consulting
Insurance, Education Planning, Tax Planning
“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.”
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Being the Change
- Expertise
- Patient
- Team
“Even after the process is over, we are still kept well informed about the value of our home, available equity & any homes sold (and price) in the area.”
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Miah, CPA
- Skills
- Questions
- Work
“As it was my first time using his service, I was very pleased to do my personal taxes with brother Abdul H, Miah - he is very polite and educated brother.”
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Maged Michail, CPA
Industries, Services For Quickbooks, Tax Services
“It's always done very well, he is knowledgeable in his field and has always been able to answer related questions precisely in a way that an everyday person can understand.”
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Unlimited Accounting & Tax Services
Income Tax Preparation, Business Consulting, Tax Services
“As it was my first time using their service, I was very pleased to do my personal and business taxes with Fadia - she's very polite and educated lady.”
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Aquest Wealth Strategies
- Goals
- Market
- Financial Planning
“They consider our needs and lifestyle-never offering a “cookie-cutter” solution, but tailoring a wide variety of financial instruments for our special needs.”
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Nagi CPA
Quickbook Services, Payroll Services, Business Services
“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 …”
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Alderwish CPA
Business Services, Individual Taxpayer Identification Number, Tax Planning
“My husband Pete and I was referred to Mr A Lderwish about 2 years ago and I can honestly say we were throughly elated at how much money he got us back from our taxes.”
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Anderson Financial Services
Elder Care, Personal Financial Planning, Small Business Accounting
“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”
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UHY
Advisory, Consulting, Tax
“UHY was a great advisor for us as we were a small business in the beginning, and has provided excellent guidance as we have grown exponentially over the years.”
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Rochester Wealth Strategies
Retirement Planning, Life Insurance, Investment Management
“He obsesses over details to provide comprehensive guidance on every aspect of our retirement planning - including account performance, tax efficiency, financial flexibility, educational savings, and quality of life along the way.”
Retirement Planning and Investment Management Services in Saint Clair Shores, MI Cost Estimates
Minimum cost
$1065
Maximum cost
$9051
National Average
$3195
Avg Per Hour Rates
$320
$2130
$5857
Typical price range is based on
408 cost profiles
Why these companies made our list
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