Financial Services of America Inc. has been dedicated to building financial security for families in their local communities for over 39 years. Through their subsidiary FSA Advisors, they offer an even wider range of options and cost-effective solutions to their clients. Their financial advisors take the time to truly listen to their clients, explain their recommendations, answer any questions, and help them chart the right course. They take a holistic approach to financial planning, considering the entire family's picture to create a successful life plan. The firm is committed to providing top-notch service and helping families in Michigan achieve their financial goals by leveraging its team of dedicated financial advisors and partnering with reputable third-party companies. Financial Services of America Inc. also serves Shelby Township and East Grand Rapids. They work with you to reforge your current plans and goals into a focus-driven machine that will power your financial future.
Best Financial Services in Warren
Handpicked 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!
FINANCIAL SERVICES OF AMERICA, INC. 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!
After attending their seminar, “What the Wealthy Do Differently,” and receiving a thorough evaluation of our financial picture, we moved our financial management to Financial Services of America in March 2020. We couldn’t be happier! The Bucket Plan book that explains their investment strategy was easy for us to understand, which was great because we have not historically had any interest in this area, at all. FSA’s analysis of our investments using computer modeling resulted in a significant improvement to our future financial security. Their holistic approach to all aspects of our lives and not just our investments felt like coming home. No element was left out of consideration, and all responsible parties within FSA are consulting each other for our best benefit. Our advisors, Michael Wallace and Jake Reeder, have been professional, knowledgeable, quite personable, gracious. Ask any question – there are no dumb questions. Again, we are so very pleased to be with Financial Services of America.
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Craig A Wagenschutz is a financial advisor at Edward Jones located in Warren, Michigan. He earned his Bachelor of Arts degree from Adrian College. Craig takes the time to understand his clients' financial goals before making investment recommendations, believing that personal interaction is essential in meeting financial needs. With the assistance of his team of investment strategists and analysts, Craig recommends investments that perform well over time, whether clients are planning for retirement, saving for their children's or grandchildren's education, or securing the financial future of loved ones. Craig works closely with his clients to develop tailored financial plans that align with their objectives. Edward Jones is committed to providing complete, personalized strategies to help clients achieve their financial goals.
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Fri: 8:30am - 4pm
Sat: By Appointment
Sun: Closed
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CRAIG A WAGENSCHUTZ - EDWARD JONES REVIEWS
Craig A Wagenschutz is a best financial advisor highly recommended.
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Heemer, Klein & Company, PLLC has been a leading accounting firm in Southeastern Michigan for over 50 years. The firm provides expert assistance to clients with both personal and business tax and financial issues. Their highly-skilled teams prioritize creating a comfortable and welcoming environment for clients to discuss their financial goals. They strive to help clients achieve financial independence throughout retirement. They provide professional services and customized guidance to meet clients' unique financial and business needs. With offices in Warren and Richmond, Heemer, Klein & Company, PLLC offers comprehensive business and personal tax accounting services. Whether you are developing an investment strategy or evaluating current investments, Heemer, Klein & Company, PLLC can ensure that your portfolio considers tax implications to maximize after-tax return.
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Fri: 8:30am - 4pm
Sat: 9am - 3pm
Sun: Closed
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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.
Exceptional Service, very good communication! I have been with Heemer, Klein now for 2 years, I value their care & consideration with my business. Julie does a fantastic job, I could be more heppy.
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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