Financial & Tax Planning Inc - Flint (MI)

Ethan Ruhland I cannot overstate how happy we have been with the guidance and support of Nick and Jasmine since we first started working with Castle Financial two years ago. We initially utilized their help with life and disability insurance needs, and were so happy with that process that when it came time to really take control of our financial future we knew just where to go.

Steve Conklin They have done a great job for us over the years!! We have complex taxes to prepare.

Jack Plants My wife and I have depended on Brandon to help us navigate the intricacies of the Medicare minefield. Brandon walked us through the various options in Supplemental and Advantage plans and got us signed up for the best plan covering the medications that we take. Brandon did all the heavy lifting we have been very pleased with ongoing support and yearly review. Highly recommended.

Brooklyn Harstin This address is being used to scam people their money. They send a check using this address to scam you out of your own money.

Tonni Ogle Chapel My August review was awesome. I am so happy that I chose Jacobs financial 2-yrs ago for a fixed guarantee. If I’d put my money in the stock market, I wouldn’t done half as well. Great people and you haven’t been to one of their dinners, you gotta go.

Andrea Wallace Came into the branch to initiation a wire transaction for the first time. Corey was extremely patient and helpful walking me through the process for the first time. Great experience and made banking easy.

Mike Goodhart Very thorough. Personable. Tailors your investments to your needs and investing comfort level.