Vertis Wealth - Kalamazoo (MI)

Upper Excelon I’ve been using the services of this tax accounting firm for both my personal and business taxes, and I must say that I was thoroughly impressed with the level of service I received. From the moment when I call in the representative was very helpful and when I arrived in person I was greeted by friendly and knowledgeable receptionist who made me feel at ease. The Hassan was able to answer all of my questions and provide me with expert advice on how to optimize my tax situation. They are professional and efficient throughout the entire process, and I was able to get my taxes filed on time without any issues. I also appreciated the family-oriented aspect of this firm. Which made me feel like I was part of a community rather than just a client. Its clear they actually care about their clients. Overall, I would highly recommend this tax accounting firm to anyone in need of personal or business tax services. They are knowledgeable, friendly, and professional, and they truly go above and beyond to ensure that their clients are satisfied.

Brian Khousakoun I couldnt be happier as a client under Action Point Financial. Ben and his team were right to brass taxes with me and really had the best intentions for our family. I have a hard time, as anyone would, trusting someone else with our finances but Ben and his team has always put their best foot forward. Its relieving to have a company that genuinely cares about their clients like Action Point Financial.

Linda T Im pleased to recommend Mike Coffield (he is my financial advisor at Ameriprise). I appreciate his depth of knowledge, integrity, and excellence in providing the best strategies to meet my financial goals. I have recommended him to friends who are now working with him!

Sylvia Edwards Lindsay and Tyler are great to work with. Smart, driven and professional.