Dunleavy Wealth Management - Southfield (MI)

Debbie Jackson Best tax guy ever!!

Melissa M Great service! They go above and beyond whenever you need them to. They help you build credit and take the time to teach you how their products and services work. Highly recommend them for both first time account holders to long time account holders.

Emily Heeren Simms My husband and I have worked with Ben for many years. He and his team are always very professional. Ben has been able to assist us in planning for our future by giving advice on how to diversify our assets. He always takes the time to answer any questions we may have about the market and if he does not have an answer readily available gets back to us with an answer in a timely manner. We have referred family and friends to Ben and would recommend him to anyone looking for assistance with financial planning.

Ginny In all transparency, this is a very early review, but it feels justified. Bradford has been a complete pleasure to work with. As a young investor with a smaller amount of assets to offer to manage, I didn’t expect nearly the attention he’s given me, or the time he’s been willing to spend with me to help me learn. Aside from his 15+ years in the field, the firm’s principals are CPA’s with combined 50+ years tax/finance experience. As a CPA myself, I can vouch for the value of the combination of finance and tax knowledge the firm offers. I would highly recommend working with Bradford, or likely anyone at the firm.

Thaddeus C My wife and I have had nothing but great experiences from Autumn Financial. They helped us make clear, sensible goals, their customer service is always amazing, and they even pointed out an error that our accountant had made filing our taxes. Great company that has their clients best interests at heart.

David Wissinger They helped me manage my investments and tax strategies . It was easy and they have a wealth of knowledge. I would recommend them to anyone.

Mark Robbins Cathy has been doing our personal and business taxes for the last 25 years. She has saved us thousands of dollars in our business. She takes care of our business like it was her own. Even after moving out of state, it has been stress free. It has mostly been done via the internet, but it is a blessing when we do have time to chat. Thanks, Cathy, for being our biggest cheer leader.