Keywords: establishment,finance,point_of_interest

Financial & Tax Planning Inc - Flint (MI)

Address: 🏡 4080 Miller Rd, Flint, MI 48507
Phone : +1 (810) 733-5140

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ1S13yCN4I4gR97jBYtKAA-8

Others Near Flint,MI

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    • Compass Financial Associates - Grand Blanc
    cindy: Awesome is the 1st word to come to mind. From there I would say professional, many years of experience, and knowledgeable in the world of finance. In the past I have invested my money into different financial companies. After the initial investment I never heard from them again. Until of-course I transferred my money to Compass Financial. Only then after 30 plus years of investing they were calling me in an attempt to keep my investment. Since Ive gone with Compass Financial Ive heard from them at Christmas, received pies for Thanksgiving and received candy for retirement. Once youve invested with them They will most definitely invest in you! Most importantly Matt explains everything in such a way that you will understand what is happening with your investment! He is prompt to answer any questions you may have. One thing that I found very impressive is there was no pressure put on us to invest w him. We went to one of his seminars (delicious meal). He said right up front "my plan may or may not work for you" "let me see what you have and Ill let you know what I can do for you" final decision was ours...no pressure. Highly recommend!
    OLV Investment Group - Flint
    OLV Investment Group
    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.
    Global Financial Services - Flint
    Raymond James -
    barbara evanoff: Upon the death of my Dad, his accounts were distributed according to his wishes. When my account was set up, with NO ATM card. My then husband checked my mail, found a Debit Card, set it up, And withdrew $4,500!! The account manager called and asked about the withdrawals, and I reminded her, that theres no ATM card! She reviewed my original application and agreed. No ATM and was to have started an investigation. Nothing was done,its been 17 years. No investigation, but Ive been told during the first 3 years that Raymond and James Corporate was going to start it. Their fees are outrageous! Ive not spoken to an agent within the last couple of years...
    Brian Reiber - Financial Advisor, Ameriprise Financial Services, LLC - Flint
    Holly Karram: Brian Reiber is an ethical and trustworthy financial advisor. He is highly knowledgeable and skilled in assisting not only me, but also members of my family with financial planning and advice. Brian took the time to learn about me and keep up with my evolving financial needs. He listens, guides, and prioritizes my interests. Brian supported me in making wise financial decisions when my husband passed away. He guided me as I put my daughter through college. He has, and is still assisting me as I move toward a financially secure retirement. I trust Brian to always act in my best interest.
    Stephens Wealth Management Group - Flint
    David Hoist Financial Services Inc - Burton
    Jennifer Maker: Top notch professional! He takes the time to get to know your situation, allow you to ask questions and help with your current AND long-term goals. I highly recommend David.
    Flint Finance Department - Flint
    Carlo Evans: If I a city resident ask due to concern a hazard and the response I get is "not my responsibility" yes I will be angry yes I will be foul. I pay my taxes every year.
    Stifel - Flint
    Edward Jones - Financial Advisor: Steve Walker, CFP®|AAMS® - Flint
    Jons s: Steve will work hard for you cause i worked with him for a few years. When I need someone to depend on he was there and went over and beyond. Now I have and trust him as my adviser. God bless you Steve for all you have done.
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