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Carl Chewins Tax Accounting
“We have been going here about 5 years now, for personal and business taxes.”
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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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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Staub Financial Services
LPL Research, Weekly Market Commentary, Prospective Clients
“Very professional and has done an excellent job with our portfolio.”
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Financial Freedom House
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Blue Chip Partners
Estate Planning, Tax Planning, Retirement Planning
“Our agent, Naoko Mc Kelvey our long term agent, is always available to address our concerns, knowledgeable of market conditions with well thought out options.”
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Beals, Caruana & McVety
Charter Schools, Bookkeeping, Wealth Management
“The accounting side of running a business is the hardest part for me and we wouldn't be where we are today without their professional advice and expertise.”
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Dyrect Professional Services
Services For Quickbooks, Tax Services, Services For Individuals
“100% recommend letting Derdrick service you, you will not be disappointed I sent over my W2s at 7am and within an hour he was already starting on them!”
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Dallo Estate Planning
Medicaid Planning, Lawsafe®, Elder Care Law
“Joe Dallo was very professional in preparing my trust, will, power of attorney, and health directive documents; which is something I had been procrastinating about for a very long time.”
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First Commerce Financial
- Sound
- 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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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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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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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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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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Aquest Wealth Strategies
- Financial Planning
- Market
- Team
“Aquest is supported with qualified staff that I personally have used in the form of Trusts, wills, tax advice, yearly tax returns, long term nursing care, RM Ds and the countless types of investments that will provide a sound future for me and my fa...”
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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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Verde Capital Management
- Future
- Accounts
- Meetings
“From suggesting ways to save on homeowner's insurance to starting a 401K account for our business, they are there to make suggestions and help implement their strategies.”
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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
“Dominic and his team have given us the peace of mind to process the recent deaths of our parents and help us build our personal net worth through these turbulent times.”
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Great Lakes Family Probate & Estates
- Understanding
- Needs
“My friend highly recommended Kimberly after she had worked diligently to help family members during a highly sensitive process of settling their estate issues.”
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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.”
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John A. Sanchez & Company
- Strategic
- Questions
- Financial
“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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Smart Business Tax Solutions
IRS Asset Seizure, IRS Tax Levy, IRS Tax Liens
“Got a call back within a couple hours of calling about a problem I was having with the IRS spent a half hour on the phone with me giving me the options I had to move forward given the situation.”
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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