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Rybak & Associates
Industries, Services For Quickbooks, Tax Services
“Returning for annual tax returns.”
Best Financial Advisors in Waterford, MI
The highest-rated Financial Planning & Wealth Management companies out of 114 vetted & reviewed in the Waterford area.
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Carl Chewins Tax Accounting
“We have been going here about 5 years now, for personal and business taxes.”
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Campbell Retirement Planning Centers
- Goals
- Children
- Portfolio
“I'm so happy that my account is doing well and I feel that if there was trouble in the pipeline, they would reach out to me first to assure me they have my best interest at heart.”
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Lakes Area Accounting
“Awesome to deal with.”
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Financial Freedom House
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Blue Chip Partners
Estate Planning, Tax Planning, Retirement Planning
“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.”
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Beals, Caruana & McVety
Charter Schools, Bookkeeping, Wealth Management
“Cass, John and Jeremy understand small business and offer sound business and tax advice that can help reduce your tax liability and increase personal wealth.”
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Orfin & Associates
Annuities, Wealth Management, 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, Services For Individuals
“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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Dallo Estate Planning
Medicaid Planning, Lawsafe®, Elder Care Law
“He proactively suggests modifications and improvements to the living trust, will, and durable power of attorney, often bringing up details I hadn't considered.”
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First Commerce Financial
- Call
- Company
- Documents
“Not only did everything go smoothly and efficiently, the amount of personal attention and patience throughout the entire process was beyond expectation.”
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Lock ~ Spiot Tax & Financial Services
Payroll Services, Accounting & Bookkeeping, Business Tax Returns
“I would recommend him to anyone who wants their taxes done right!”
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Maged Michail, CPA
Industries, Services For Quickbooks, Tax Services
“His friendly demeanor and approachability made me feel comfortable discussing my financial situation, and I truly felt that he had my best interests at heart.”
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Verde Capital Management
- Portfolio
- Meetings
- Future
“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.”
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Unlimited Accounting & Tax Services
Income Tax Preparation, Business Consulting, Accounting & Bookeeping
“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
- Financial Planning
- Goals
- Informative
“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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Hertz Schram Law Firm
Entertainment Law, Tax Law, Commercial Real Estate
“Very supportive and attentive staff, as well as my attorney Lisa, who took time to answer all of my questions and provide support in a difficult time of my life.”
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ROI Associates
Industries, Services For Quickbooks, Tax Services
“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.”
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Corporate Accounting Services, Cpa's
New Business Formation, Cash Flow Management, Attest Services
“Headed by Bruce Berndt CPA, Corporate Accounting is the perfect partner to have on your team, whether you are a small business owner-individual or MNC.”
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John A. Sanchez & Company - Cpa's & Consultants
- Organized
- Instrumental
- Services
“I can't imagine having navigated COVID without his input, and certainly would not want to navigate some of the financial challenges I've encountered in the last 1.”
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Farquharson, Pointon & Lepsetz, Cpa's
Personal Financial Planning, Industries, Quickbooks
“I have been using Farquharson, Pointon & Lepsetz for both of my personal taxes and also for an organization I keep the books for that is a 501 (c) 7 for several years now.”
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Rochester Wealth Strategies
Retirement Planning, Life Insurance, Investment Management
“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.”
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Sneller Financial Services
- Social Media
- Understanding
- Goals
“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.”
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Mackey & Mackey
Industries, Services For Quickbooks, Tax Services
“They were fast, thorough, answered every question, and most importantly utilized every possible scenario to make sure that I was getting the most out of my return as possible.”
Retirement Planning and Investment Management Services in Waterford, MI Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on
534 cost profiles
Why these companies made our list
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