Financial Advising near Ypsilanti, MI
19 locations found near Ypsilanti
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Financial Advising
Financial Advising
“After having many frustrating experiences with financial advisors that just want to sell you stuff - Revalue is so different. They work hard, they don't take commissions on financial products, and then listen and respond with real ideas and smart ideas on what you want to do. So glad I'm a client.”
Financial Advising
“Extremely professional. I own 3 businesses and I was very behind on many aspects of my filing after the passing of my previous CPA and lemme tell ya I’ve learned more working with her these last couple months than i did in the last 7 years with my previous guy. 10/10. Very satisfied.”
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
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
“We have been with Edward Jones for around 10 years. We have been very happy with the services Dave and Amy have provided. Over the years we have referred several family members to their office.”
Financial Advising
“Having worked with a few CPA firms, I have found that Altruic Advisors, PLLC is the best that I have had the pleasure to work with. They are efficient, work hard, and best of all, they are very easy to work with.”
Financial Advising
“We have worked with Bryan Regner for several years. Both he and his office staff are professional, take the time to answer any questions and provide wonderful customer service.”
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
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
8:00 AM - 5:00 PM
2211 Old Earhart Rd Suite 155, Ann Arbor
Financial Advising
Financial Advising
Financial Advising
“The BEST! The H&B team is incredibly knowledgeable and actually take the time too answer your questions. I’ve worked with them for almost 3 years now and I have zero reasons to look else where for tax assistance. Not only do they handle my personal taxes, they also help me with my business taxes every month! I really appreciate them and their hard work.Thank you H&B!!”