Keywords: Financial turbotax full service detroit financial district mi

TurboTax Full Service Detroit - Financial District - Detroit (MI)

Address: 🏡 220 W Congress St Suite 320, 313, 314, 218, Detroit, MI 48226, USA
Phone : +1 (415) 318-2049
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJGwBborUtO4gRDwXXv971HtM
#Michigan

Telos Financial - Plymouth

Ivo Gasparotto Managing financial investments can be daunting and difficult! I am so grateful I work with Dennis to help us prepare for the future, navigate change, and stay sane when the road gets challenging. Dennis has supported us during difficult career transitions and makes financial decisions easier by laying out clear options, risks, and opportunities. He helped us structure our money in a way that makes sense for our lifestyle now and in the future. Dennis listens, asks the right questions, and ultimately understands our goals and how they change. He is flexible and can adapt our financial plan according to changing goals. Besides being a trustworthy expert in his field, Dennis is easy and fun to talk to! I highly recommend working with him.
5 /5

JMB Financial Services Group - Bloomfield Hills

Lisa Drew Very professional, helpful and they care all around excellence
5 /5

Axiom Wealth Partners - Grand Rapids

Joseph Brock These people were our former financial partners. One of their advisors saw fit to insert herself into my divorce by not only picking sides, but actually hooked my wife up with a lawyer and hosted the consultation call. Grand Rapids office. Not good people.
1 /5

First Mutual Investment Inc - Grand Rapids

Tom Rettenmaier Prior to retirement we visited 3 different “retirement specialists”. The first was Dennis Joppe who many people at my work enjoyed and did a great job managing their monies. The second a mid 30’s investor and the third was a social security specialist. The second guy was very likeable until he started slamming Dennis Joppe, which is a “turn off” for us if you have to slam your competition. I had to finally tell Justin to never contact us again to stop him from calling or emailing us. The third investor specializes in maximizing your social security which basically means not drawing until age 70. She was excellent, but both my wife and I were not in favor of delaying our social security. We saw Dennis Joppe for 1-1/2 years before we retired and I had given Dennis a portion of my Roth monies to invest. Dennis and my wife hit it off and suggested taking a portion of her 401k monies and investing those in a Prudential index annuity which would bring in a guaranteed amount of money very month. In the 2 years since retiring, we couldn’t be happier with Dennis or his Assistant Vicki. Wonderful people!
5 /5

Donald A. Radabaugh - Canton Township

Alfred Brock I am glad this location is here. It is extremely convenient for me. Always plenty of parking and prompt service if I need to drop by.
4 /5

Legacy Wealth Partners - Ann Arbor

Francine Alexander Toni Wander is simply excellent! She listens carefully and fully, assesses many pathways forwards, and bring creativity, knowledge and deep expertise to the process and the plan(s).
5 /5