Best Financial Advisors in Waterford, MI

“We have been going here about 5 years now, for personal and business taxes.”

“We are especially appreciative with the way that Jonathan Johnson has handled our account and assisted us in making the necessary decisions regarding our retirement.”

“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.”

“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 would recommend him to anyone who wants their taxes done right!”

“An added benefit is the knowledge you gain from their regular updates on market trends, new technologies, and all the facets needed for a total financial plan.”

“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.”

“They consider our needs and lifestyle-never offering a “cookie-cutter” solution, but tailoring a wide variety of financial instruments for our special needs.”

“He was super attentive to all of my business needs and worked alongside with me to make sure I got the tax and accounting help that my business needed.”

“The RWS Team have been nothing short of professional in all aspects of our financial matters while being patient in addressing our questions and very personable in all interactions.”

“Found Ron on Tik Tok and he has so many followers but he turned out to be very personable and reachable/accessible and spent quality time with me to figure out my goals.”

“We all know, the shortest distance between two points is a straight line – but it's not always possible to take that straight line. There will always be twists and turns, mountains to climb, and bumpy roads to navigate. Every traveler, every trip, is...”