Keywords: Financial estate financial mi

Estate Financial - Southfield (MI)

Address: 🏡 18000 W Nine Mile Rd, Southfield, MI 48075, USA
Phone : +1 (248) 970-2475
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ1Wgrs2e7JIgR69EXcN5c0Ts
#Michigan

Northwestern Mutual - Dearborn

Cristian Laslo A beautiful building with a very neat façade for the neighborhood. I just dont know how the local authorities approved the remodeling for the back of the building in such a manner.
5 /5

TurboTax Full Service Detroit - Financial District - Detroit

Harvey Wilcox I just had the most remarkably helpful experience in my life with someone offering help with my taxes. Dear Jasmine. Because of its many glitches, I gave up on HR Block this year and this is my first year using Turbo Tax. Although I had properly entered all my data, your program identified problems with two annuities and would not e-file my return. The first person who tried to help me was Ali. He was kind and tried very hard to help, but eventually gave up. Then I wrote back and forth with another person who concluded there was “something wrong” and disappeared. When I wrote back to see if he/she was still there, I got the same response that there was "something wrong." Today I fortunately ended up talking with Jasmine who stuck with me for several hours (she was very patient with someone turning 80 next week). We reviewed several entries and, after she took a research break, she explained that there is a known problem in the Turbo Tax program having to do with entering information for annuities that is expected to be fixed by March 21. She then helped me with a couple of entries that would let me apply my refunds of Federal and Virginia taxes to next year’s returns. I had spent over 20 hours trying to figure this out and haven’t slept for 3 nights because I can’t find an accountant at this late date. I totally trust Jasmine and believe that the problem will be resolved shortly and that I will be able to file both returns after March 22. By the way, I was very impressed with Jasmine’s analytical abilities in tracking down and isolating the problem. You have a “gem” in Jasmine. Leslie Wilcox
5 /5

Liberty Tax - Lincoln Park

Audrey Brewer Amazing team! Melissa has always been there and helped me with my returns every year! Highly recommend for any of your tax needs.
5 /5
olv investment group mi 48502

OLV Investment Group - Flint

Carol Thomas Everyone at OLV is personal yet extremely professional. All questions are answered quickly and thoroughly. When you meet with the advisor everything is explained in detail with electronic and paper backup. You are treated courteously and professionally.
5 /5

Rehmann - Muskegon

Bill Funk Knowledgeable, friendy, discreet
5 /5

Community Choice Credit Union - Shelby Township

C Drake Tyler helped me and my husband open up our accounts. He was awesome very informative and left no stone unturned to all the available Perks to Being a member. Any continues to keep in contact to make sure everything is up to date and going well. Never had that with any other bank or Credit Union. Its nice to know that they actually care enough to send you an email to see how youre doing. Im so glad I joined this Credit Union I just wish I would have done it sooner.
5 /5

Financial Strategies Group, Inc. - Okemos

Steve Serkaian Brandon Carter and his Financial Strategies Group team provided my wife and I with clear investment advice and strategies that has helped make our retirement secure. Brandon listened to our concerns and desires, and designed an investment portfolio that was blended between growth and our tolerance for market fluctuations. More importantly, Brandon spent to time to get to know us and our family. Brandon’s approach provided us with a secure foundation upon which we built our dream home as we begin our retirement journey. Steve Serkaian
5 /5