Sterling Heights Financial Group

Jeff Stoffer - Terra Blue Wealth Management

Financial planning and professional investment management are our specialties. We help provide a roadmap (or recipe) to get you to retirement. We then work to find ways to make your money last through thick and thin. Call us to book a complimentary video consultation.

Kelly Financial Services

Kelly Financial Services provides comprehensive financial advice and services to help individuals achieve their retirement goals. Our mission is to provide tailor-made solutions and support to meet the individual needs of our clients. We offer Roth IRA Transfers and Roth IRS Conversions to assist with retirement planning. We also provide a variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for Retirement Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax Free in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the knowledge and expertise to provide the highest quality of service to ensure that our clients' financial objectives are met. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Outlook Wealth Advisors

Making sound financial decisions as you enter retirement can be a daunting task. But for over 25 years, Outlook Wealth Advisors has been helping pre-retirees and retirees plan for their dream retirement. Our team of Certified Public Accountants and Certified Financial Planners® uses a holistic, fiduciary process to create personalized financial plans and comprehensive strategies. Our goal is to provide our clients with the confidence to live the retirement life they've always envisioned. Our approach to retirement planning includes income strategies, investment management, and tax mitigation solutions, as well as healthcare and long-term care strategies and estate planning. We believe that these strategies should work together in harmony and not be viewed as standalone solutions. We have a long-term view that encompasses the entire life of the client, rather than taking a short-term, transactional approach. At Outlook Wealth Advisors, we understand and respect that our clients have worked hard to earn the right to enjoy their retirement years. We will work closely with them to protect their assets and provide reasonable growth, so they can pass on their legacy to the next generation.

Hercules Financial Services Group

Hercules Financial Services Group is a premier financial firm in Brooklyn providing comprehensive services to individuals and small businesses. Our mission is to provide our clients with the highest quality of service, tailored to their specific needs. We offer a variety of services, ranging from tax preparation and life insurance to credit repair and lending services. Our experienced team of professionals will work with you to make sure you receive the best possible outcome in any financial situation. Our expertise in financial matters allows us to provide our clients with the best possible advice and solutions. From financial planning and business insurance to credit repair services, we have the knowledge and resources to ensure you get the most out of your investments. We also provide lending services for those looking for a loan or other financing options. No matter what your financial needs may be, Hercules Financial Services Group can provide you with the support and guidance you need.

Sterling Heights Financial Group

Sterling Heights Financial Group specializes in providing financial planning services to healthcare professionals, business owners, and teachers in Greater Pittsburgh. Our mission is to provide comprehensive planning for retirement, investments, insurance, and budgeting. We believe in educating our clients and make ourselves available for questions and phone consultations any day of the week. Moreover, we strive to make the process as convenient as possible by offering visits to clients' homes, workplaces, or local restaurants. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

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.

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.