Financial Advising near Saline, MI
15 locations found near Saline
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Financial Advising
8:00 AM - 4:30 PM
123 N Ann Arbor St, Saline
Financial Advising
Financial Advising
“I found Abdul CPA online and it was cutting it close for me to find someone I felt comfortable with to do my yearly taxes. Afnan took me on no questions asked. She was delightful to talk to and was very prompt with my emails and other questions I had. I felt bad bugging her with so many questions but she was very helpful and professional. She is very knowledgeable and sweet to engage in conversation with.I would definitely recommend Abdul CPA to anyone!”
Financial Advising
“Most amazing service I’ve ever received during a loan process. Hats off to the two people I worked with Rovina Garcia and Gemala Afifi. I would prefer ijara cdc over guidance residential and Uif any day. Offer better products and work fast at completing your loan!! Great job!!!”
Financial Advising
“Soon after we retired, we approached Nate from the Fidelity AA office, intending to buy 2 large (relative to our modest nest egg) annuities. Nate politely talked with (not pressured) us about this and our overall retirement plan in order to get a clear understanding of our request and needs. He confirmed the reasonableness of our plan, which added to our confidence in doing this. And he did so without pressuring us to hire Fidelity to develop and execute a plan for us. Nate also explained to us that ILO of the S-T annuity a CD ladder would be a better substitute, since at the time CD rates were in the 4.5 to 4.9% range. He then explained to us how the CD-ladder works.Since these were big (to us) transactions they required a lot of paperwork and procedures on and outside of our Fidelity account. Some of these steps were complicated and not fully clear to us. Craig on Nate’s team did an outstanding job of guiding me through these steps in order to ensure our large annuities and CD-Ladders were purchased as we intended and with the optional riders that were valuable to us. He politely and thoroughly answered our questions.Both Nate and Craig seemed to be straight-shooters who did not pressure us or attempt to sell us products or services we didn’t request or need.”
Financial Advising
“I moved everything I held with Merrill Lynch to Schwab 3 years ago. Lost a few easily replaced services (like a Visa card) and stopped paying huge fees for similar usage. I'm very satisfied. Wish I'd moved 20 years ago. All the $ spent on ML fees would have grown and done me a lot more good.”
Financial Advising
Financial Advising
“I’ve had a great experience so far! Working with Luke, he’s helped my spouse and I create financial goals and set a plan for us.We haven’t used their tax services yet.”
Financial Advising
9AM - 4:15PM
4750 Venture Dr Ste 150, Ann Arbor
Financial Advising
Financial Advising
8:00 AM - 5:00 PM
2090 Commonwealth Blvd, Ann Arbor
Financial Advising
8:00 AM - 5:00 PM
2211 Old Earhart Rd Suite 155, Ann Arbor
Financial Advising
Financial Advising
“Capstone successfully helped me to complete personal and business taxes. Chris answered all my emails promptly same-day and even guided placement of my new flower farm homestead into a trust. Grateful for all of Capstone’s community support!”