MSM Advisory
At MSM Advisory, we are devoted to aiding people in meeting their financial objectives. We provide a large selection of financial services and products to individuals and business proprietors. Our mission is to help you identify your goals and make informed decisions that will assist you in achieving them.
Our team consists of experienced financial professionals with a commitment to customer service, who strive to put our clients' needs first. We take pride in being able to offer sound financial guidance so that our clients can make informed decisions about their finances. Additionally, we strive to create a positive experience for our customers by providing the best customer service possible.
Related Merchants
Lilani Wealth Management A Full Service Financial Planning And Investment Advisory Firm
Lilani Wealth Management is a full service financial planning and investment advisory firm, located in Roseville and in San Mateo, California. We recognize that our clients have active and multifaceted lives. Our mission is to create and preserve wealth for our clients through effective implementation of sound financial strategies. Financial planning does NOT have to be an intimidating or frustrating process. We listen to our clients' concerns, learn what is important to them and take action. We regularly communicate with them to ensure the feasibility of their plan, while staying current with tax and estate law changes.
Gunter Financial Services
At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.
CTB Financial Services
At CTB Financial Services, we provide our customers with a unique set of capabilities and services to help them make their best financial decisions. Our expertise in Modern Portfolio Theory, income and estate taxes, and personal financial strategies is unmatched. We also focus on educating our customers and building relationships with them through face-to-face meetings. As a privately owned, independent investment advisory firm, our investment reach is global and sophisticated, giving us the edge when it comes to making smart decisions about your money. We are committed to providing quality financial advice and personal customer service. With over three decades of tax, estate planning, and investment experience, we are confident that we can help you reach your financial goals.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
Smart Tax Professional Services CPA Firm
Smart Tax Professional Services is a Michigan based Certified Public Accountant (CPA) firm that has been providing accounting, tax and financial services since 1981. Our experienced team of professionals are dedicated to helping individuals and businesses with their financial needs. Our services range from tax preparation and filing, amending prior year returns, monthly bookkeeping, payroll services, advisory and consulting for special projects, audits and reviews, CFO/Controller services, vendor check issuing, QuickBooks setup and assistance, and financial planning and asset management. We also help individuals with their tax filing needs, representation in IRS and State matters, and developing short-term and long-term financial plans. We are proud to serve clients in the Detroit, Southfield, Troy, Royal Oak, Ferndale, Birmingham, Bloomfield, Warren, Rochester Hills, and West Bloomfield areas.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
Smart Tax Professional Services
Smart Tax Professional Services is a Certified Public Accountants firm established in 1981 offering a wide range of financial services throughout Michigan. Our services include tax preparation and filing, amending prior year tax returns, bookkeeping and accounting, payroll provider services, audit/review/compilation services, CFO/controller services, vendor check issuing, QuickBooks setup and assistance, and financial planning and asset management. We serve Novi, Northville, Wixom, Farmington Hills, Plymouth, Livonia, Lansing, Canton, Ann Arbor, and Walled Lake. Our team of experienced professionals strive to provide our clients with the highest quality services and solutions tailored to their individual needs. We also offer comprehensive advisory and consulting for any special projects as well as developing both long-term and short-term financial plans.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.
Austin Jett - AXA Advisors
The financial advice my practice provides includes: 1.) Wealth Accumulation: (Investments & Tax Diversification Strategies) 2.) Disciplined Savings Regiments: (Retirement Planning, College Education Planning) 3.) Risk Management: (Life Insurance, Disability Income Insurance, & Long-Term Care Insurance) 4.) Transition Planning: (401(k) Rollovers, IRA Consolidation) 5.) Retirement Planning (Traditional/Roth IRAs, 401(k)s and annuities) 6) Business Planning: (Employee Benefit Plans, Pension, SEP IRAs and 401(k)Implementation & Deferred Comp Plans) Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. AXA Advisors, LLC does not provide tax or legal advice. "AXA" is the brand name of AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY) and Advisors, LLC. AXA S.A. is a French holding company for a group of international insurance and financial services companies, including AXA Equitable Financial Services, LLC. AGE- 98662(12/14)(exp.12/16)