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“H&B did a fantastic job! They were extremely helpful and professional. We were impressed with their prompt responses and personal approach. We would highly recommend their services!”
“Thank you so much for preparing my tax forms. Afnan was very helpful to explain things and responded quickly when I had questions or problems. She had my tax forms completed in a couple days, I couldn’t believe how quickly she had them done even though they included an inheritance. I would highly recommend her, she is patient, knowledgeable and a delight to work with.”
8AM - 4PM
5948 Sheldon Rd, Canton
Financial Advising
“David and Amy are great to work with. My parents (and other extended family) have been working with David for 20+ years. I’ve been a client since 2013, and my wife just recently opened an account. As my financial life has gotten more complex David has been a great advisor to have in my corner.”
“I have been very impressed working with the Altruic Team. Communication and responsiveness have been excellent. The audits were completed in a timely manner. Documents prepared for our review and approval were comprehensive, accurately reflecting our financial status. I look forward to working with the team in the future.”
8AM - 5PM
2400 Green Rd, Ann Arbor
Financial Advising
“Rachel Doutsas at Hantz Group has been my financial advisor for nearly a decade. In that time, she and her team have guided me through tax preparation and planning, the financial and legal requirements of creating an estate plan and investments, the sale of one house and the purchase of another, the purchase of a car and auto and homeowner’s insurance, as well as easing me into the world of health insurance and Medicare.
Most impactfully she’s guided me through the horrifically random and multiple vagaries of losing a spouse, losing the family business and health care coverage, and rebuilding when the plans we’d made couldn’t happen as we’d expected.
Hantz Financials has a wholistic approach to wealth management that requires their advisors to be experts in multiple fields and to be able to pivot quickly when circumstances change. The goal is to create family wealth that carries on through generations, and Rachel has professional colleagues in house in every field needed to win the game of having enough to live well.
It doesn't matter what my questions are, Rachel always is ahead of the curve. She answers them in ways that I can understand quickly. She’ll alert me of changes that should be made based on what is happening in the real world in real time and has righted a great many wrong choices made prior to my association with her.
The Hantz Group's wholistic approach is thorough, comfortable, and works. Rachel and her entire team are consistently thoughtful and responsive and will guide you well as you create a financial plan for the long-term future.”
8AM - 4PM
815 Church St, Plymouth
Financial Advising
“We have been working with Bryan for many years and could not be more pleased. From his skill in managing our assetts to advisement on outside investments, his knowledge, communications and sincere care has been outstanding! Feeling blessed and optimistic to be affiliated with Bryand and his team into retirement and beyond.”
“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.”
“I have worked with Ron for years and he is fantastic to work with-He made the financing process, smooth, stress-free, and efficient. He is knowledgeable and responsive. Highly recommend!”
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“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.”