Public Financial Management - Ann Arbor (MI)

Mary Sherman Roffe Hofmann is an excellent financial planner! He is not only a registered investment adviser but he knows how to explain things in a manner that is understandable and professional. I trust him explicitly!

Christine Acob After taking the time to understand my unique financial situation and retirement goals, John Herbert and his team provided thoughtful, expert guidance in managing my portfolio and reducing risk. Thanks to their help, I’m enjoying the retirement I had always hoped for—with peace of mind and confidence in my financial future.

Jordan Gurney Wonderful experience with the adviser. Very nice guy

Lindsay O Andy and John have been so professional and trustworthy

Dan Kaczanowski I’ve shopped many financial advisors in Grand Rapids. Zhang is no nonsense, straightforward, and no hidden fees. They take the time to explain, treat you like a unique person with your own level of risk tolerance and needs, and keep you informed. This is the way all financial advisors should operate.

Harmon Oil UHY has become a member of the Harmon Oil family. Being a family owned business, we have a tendency to make long term connections with outstanding companies. UHY has watched and helped us grow. Sometimes I think we couldnt do what we do without them. Fantastic and knowledgeable bunch of professionals !!!

Bianca Uddin I can’t say enough good things about my experience with Tax Gurus ! Victoria is truly exceptional at what she does. From start to finish, she made the entire tax process seamless and stress free. She takes the time to cater to her clients’ unique needs, ensuring that every detail is handled with care and precision. Her expertise and professionalism gave me complete confidence, and I appreciate how effortless she made everything. If you’re looking for a knowledgeable and dedicated tax professional, I highly recommend her and her team! It was an added bonus to receive a brand new tv for filing !