Here’s The Deal: Heemer, Klein & Company, PLLC is one of the leading financial planners in Warren, Michigan. Michelle Chmelko is the principal. The team at Heemer, Klein & Company, PLLC is dedicated to providing their clients professional services and personalized guidance in various financial and business needs. They can offer expert advice to help with tough decisions like asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and succession planning. Their professionals can assist you with your investments by advising on the proper asset allocation according to various factors. They combine expertise and experience with a thorough understanding of your business to produce financial projections to help you manage your business plan and spending.
3 Best Financial Services in Warren, MI
Expert recommended Top 3 Financial Services in Warren, Michigan. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 HEEMER, KLEIN & COMPANY, PLLC REVIEWS
The accountants at Heemer, Klein & Company have been top notch! I have referred many of my own clients and family members there and they have been extremely happy. Michelle Chmelko has been really good with my business clients.
I own three small businesses and have used Heemer Klein for all my accounting needs, personal and business for years. I have always been impressed with their professionalism and ability to save my businesses tax liability. I would recommend them to anyone looking to start a new business or find a new accounting firm.
They handled my mom’s taxes in a quick and efficient manner. They were also very courteous to my mom, who can be forgetful and kept giving them more info after she thought she had given them everything. Best customer service I’ve seen in a long time. Thank you.
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![CRAIG A WAGENSCHUTZ - EDWARD JONES Warren Financial Services CRAIG A WAGENSCHUTZ - EDWARD JONES Warren Financial Services](https://threebestrated.com/images/CRAIGAWAGENSCHUTZEDWARDJONES-Warren-MI.jpeg)
Here’s The Deal: Craig A. Wagenschutz has been a financial advisor at Edward Jones in Warren, Michigan, since 2018. He completed his Bachelor of Arts at Adrian College. As an Edward Jones financial advisor, he prioritizes understanding your goals before discussing investing your money. Thousands of people and advanced technology support his office, so Craig A. Wagenschutz and his team can help ensure you receive the most current and comprehensive guidance. In addition, they welcome the opportunity to work with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, they can assist you in developing a complete, tailored approach to help you achieve your financial goals. They also provide evening and weekend web conference sessions for their clients.
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TOP 3 CRAIG A WAGENSCHUTZ - EDWARD JONES REVIEWS
Craig A Wagenschutz is a best financial advisor highly recommended.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Financial Services of America is an independent Financial consultant in Troy, Michigan. Richard David James is the founder and chief executive officer of the firm. Financial Services of America's team of dedicated financial advisors spend time listening to you, explaining recommendations, answering questions, and helping you pursue your goals. They don't just handle your investments. They take a full-service approach to your entire financial picture, designing strategies to help you achieve a successful life plan. The firm offers world-class service to the families they work with and achieves their financial goals. They are proud to provide complete financial services to Michigan families by leveraging their dedicated team of financial advisors and incredible third-party partners. They are happy to celebrate 40 years in business. The company is located in Troy, Michigan.
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Fri: 8:30am - 3pm
Sat & Sun: Closed
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TOP 3 FINANCIAL SERVICES OF AMERICA REVIEWS
Professional, compassionate, friendly, advisory, credible are values I attribute to my personal Advisor, first Doug Van Orden for several years and most recently, Dave Videtta. I appreciate the fine resources on this team. Timely Home visits, Prompt appointments and fully prepared at each visit to present my options, annual reviews of accounts and thoughtful answers to every question I have. My father introduced me to this team who did an amazing work for him securing his assets, Trust, Estate, Distribution. I’ve trusted this team for several years and most recently crossed over accounts from eligible business contributions. My next few steps will be to work with the Trust and Will attorneys and the Medicare advisory team when the time is right. Thanks so much for your service to me securing my financial and personal future.
I have used FSA for about 10 years. I especially appreciate the coordination of my financial, tax preparation and estate planning services. This coordination is missing from most independent providers of the respective services. Having the financial planner have access to the tax ramifications of the strategies and then to be connected with estate planning procedures is most appreciated. In addition, the quality of the services is outstanding!
David Videtta called as scheduled to connect w our video conference. We were prepared with the information/paperwork needed ahead of time. We discussed our investments and plans and possible changes for the future. David was well prepared to show our accounts to us online as we talked.Everything went smoothly and efficiently time wise so we could all get on with busy lives. Since we’ve worked with David for awhile I am very comfortable meeting by video conferencing for these meetings.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.