The highest-rated Financial Planning & Wealth Management companies out of 114 vetted & reviewed in the Waterford area.
Learn how we score.
Prominent finalists A-Z in Waterford
Aquest Wealth Strategies
Beals, Caruana & Company
Blue Chip Partners
Campbell Retirement Planning Centers
Carl Chewins Tax Accounting
Corporate Accounting Services, Cpa’s
Dallo Estate Planning
Dyrect Professional Services
Farquharson, Pointon & Lepsetz, Cpa’s
Financial Freedom House
First Commerce Financial
Hertz Schram Law Firm
John A. Sanchez & Company
Lakes Area Accounting
Lock ~ Spiot Tax & Financial Services
Mackey & Mackey
Maged Michail, CPA
Orfin & Associates
ROI Associates
Rochester Wealth Strategies
Rybak & Associates
Sneller Financial Services
Unlimited Accounting & Tax Services
Verde Capital Management
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Rybak & Associates
(4)
Industries, Services For Quickbooks, Tax Services
“Returning for annual tax returns.”
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Carl Chewins Tax Accounting
(1)
“We have been going here about 5 years now, for personal and business taxes.”
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Campbell Retirement Planning Centers
(25)
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.”
“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
(48)
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
(36)
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
(47)
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
(50)
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
(50)
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
(8)
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
(20)
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
(49)
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
(39)
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
(50)
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
(48)
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
(26)
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
(6)
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
(32)
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
(9)
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
(38)
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
(31)
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
(14)
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.”
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Retirement Planning and Investment Management Services in Waterford, MI Cost Estimates