ThreeBestRated.com
BEST RATED WARREN, MI FINANCIAL SERVICES

3 Best Financial Services in Warren, MI

Expert-recommended Top 3 Financial Services in Warren, Michigan. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Heemer, Klein & Company, PLLC - Warren, MI Financial Services
Heemer, Klein & Company, PLLC - Warren, MI Financial Services
Best Financial Services in Warren MI - Heemer, Klein & Company, PLLC video
3+ YEARS IN TBR
CALL EMAIL

HEEMER, KLEIN & COMPANY, PLLC

(4.8 Score)
28007 Hoover Road,
Warren, MI 48093 Directions

Since 1967

Specialty:

✓ Asset Allocation ✓ College Funding ✓ Retirement Plans ✓ Portfolio and Investment Management ✓ Insurance and Succession Planning ✓ Tax Planning

“Heemer, Klein & Company, PLLC can offer their expert advice to help with tough decisions like asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and succession planning. They strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. They provide professional services and customized guidance to meet clients' unique financial and business needs. 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.”

Reviews | Play Video | Write a Review

Contact:

(586) 751-6060

Mon-Thu: 8:30am - 4:30pm
Fri-Sun: Closed

TBR® Inspection Report:

Legacy Financial - Warren, MI Financial Services
CALL

LEGACY FINANCIAL

(4.7 Score)
30500 Van Dyke Ave, STE 800,
Warren, MI 48093 Directions

Specialty:

✓ Retirement Planning ✓ Estate Planning ✓ Tax Planning ✓ Asset Management ✓ Business Planning ✓ Succession Planning

“Legacy Financial's mission is to empower individuals and families to achieve financial security and build lasting wealth. They are dedicated to providing personalized financial strategies, exceptional service, and trusted guidance that helps their clients create a legacy of stability, prosperity, and peace of mind for future generations. Legacy Financial empowers clients to make informed financial decisions through personalized, expert guidance and strategic planning. They help provide plans that protect and secure what matters most. They customize annuities based on your unique needs and retirement plans.”

Reviews   |   Write a Review

Contact:

(281) 773-8609

Mon-Fri: 11am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

Financial Services of America - Warren, MI Financial Services
Financial Services of America - Warren, MI Financial Services
Financial Services of America - Warren, MI Financial Services
Best Financial Services in Warren MI - Financial Services of America video
10+ YEARS IN TBR
CALL EMAIL

FINANCIAL SERVICES OF AMERICA

(4.7 Score)
50 West Big Beaver Road, Troy, Michigan, Suite 500,
Warren, MI 48084 Directions

Since 1984

Specialty:

✓ Financial and Legacy Planning ✓ Retirement and Estate Planning ✓ Annuities ✓ Tax Reduction Strategies ✓ Health Insurance ✓ Social Security Optimization ✓ Charitable Gifting ✓ Income Planning ✓ Life Insurance ✓ Long Term Care

“Financial Services of America takes a full-service approach to your entire financial picture, designing strategies to help you achieve a successful life plan. Richard David James is the founder of Financial Services of America. Richard James embarked on his journey in the insurance industry, achieving remarkable success over a span of four years. Richard’s aim was to support clients in every facet of their financial lives, encompassing insurance, investments, tax planning, retirement, and estate planning. His exceptional leadership earned him the prestigious title of Entrepreneur of the Year, while cultivating a thriving organizational culture that has consistently secured the Top Workplace award in Michigan for an impressive twelve consecutive years.”

Reviews | Play Video | Write a Review

Contact:

(800) 977-9292

Mon-Thu: 8:30am - 5pm
Fri: 8:30am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

Video

Write a Review for Financial Services of America

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Review Guidelines.

Contact Business

HEEMER, KLEIN & COMPANY, PLLC REVIEWS

It doesn’t get any better than Heemer & Klein – and here’s why! I used to do my own taxes for years, but after starting a business last year, I knew it was time to trust the professionals. I had known about Heemer & Klein for a long time, and the timing just felt right. From our first meeting months ago to having my return finalized today, the entire process was seamless and stress-free. The work they did on my return was outstanding. They truly know their stuff – the tax code, the deductions, and how to maximize your return. I can’t recommend them enough. 5 stars all the way!

I recently moved to Heemer, Klein and Company in response to the retirement of my long-term CPA firm. The team at Heemer Klein has been incredibly professional and efficient during this transition. I am extremely thankful for making this connection with Heemer Klein.

I’ve been a business client with Heemer Klein for years now. The entire staff has always been extremely kind and helpful, and I look forward to being a client for years to come. Thank you Heemer Klein!

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.com.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

LEGACY FINANCIAL REVIEWS

The people here have been amazing in helping me take control of my finances. From debt management and retirement savings to insurance advice and financial coaching, their team is incredibly knowledgeable and supportive. They offer tailored advice for every situation, whether it’s for personal finance or non-profit consulting. Highly recommend if you’re looking for expert financial guidance!

Wonderful company! I've been working with Rod for years and he has been nothing but the best. He's very respectful, kind, easy going and treated me like family. If I could give 10 stars I would!

An amazing financial consultant group! They take their time to truly understand and help members out to achieve their financial goals!

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 I have been working with Financial Services of America for the past year and a half. My Financial Advisor has helped me by explaining the advantages of the different investment options based on my personal investment needs. They have reviewed all of the financial documents I currently have and help me make appropriate changes to meet current legal requirements. I recommend John Walendowski as a thorough financial advisor and teacher for anyone. James McGahee curing 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!

Mike Spica is a true Professional that has fresh ideas about investments and has been a big help for us in Navigating the many options for our Investment Dollars.

TBR® Inspection Score Report

HEEMER, KLEIN & COMPANY, PLLC Total Inspection Points: 114/120
Acknowledgments: 8
Business Hours: 9
Business Images: 9
Review Analysis: 9
Reviews Study: 9
Complete Info: 10
Contact Info: 10
Current Evaluation: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10

TBR® Inspection Score Report

LEGACY FINANCIAL Total Inspection Points: 113/120
Acknowledgments: 8
Business Hours: 9
Current Evaluation: 9
Responsiveness: 9
Reviews Accuracy of : 9
Reviews Study: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10

TBR® Inspection Score Report

FINANCIAL SERVICES OF AMERICA Total Inspection Points: 112/120
Acknowledgments: 8
Business Hours: 9
Business Images: 9
Current Evaluation: 9
Location Proximity: 9
Responsiveness: 9
Reviews Study: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Website Standard: 10