Greg LaVier has done our small business accounting, personal tax returns, and investments for many,…read moremany years. The office is open year round so he's always there if I need help. I wouldn't want to go anywhere else! S.K.

From the owner: Get the personal attention that you and your business deserve so that you can focus on growing your…read morebusiness. We offer professional services for all your business needs. G & D Accounting, Inc. provides payroll check computation and check writing, plus payroll tax return filings with the State of Michigan and IRS. We can wrap it all up for you at the end of your fiscal year by completing and e-Filing your Income Tax Return.Conveniently located with a staff of individuals who live in the community and care about your success. You want to know that you and your business are in expert hands. You want to work with a team that is willing to listen to and understand your individual needs. Contact us today.

We recently hired Fidelity Investments in Novi, Michigan. We settled on Kristin Dougherty, that was…read morea big mistake. We had several problems with Fidelity, from our pin on our debit card changing 3 times, which we never changed, to getting signed up for voice ID, which we never signed up for either. With all of these issues, I requested a meeting with our advisor Kristin to discuss, another mistake. Kristin was just going through the motions, wasn't interested in helping us, but during this process it became apparent that she didn't know how to operate her own company's website, constantly having to email people and text people to get the job done. After the meeting when I was walking out, she insulted me behind my back, calling me an unflattering name. I asked to speak with her manager, who looked into this unprofessional attitude and called me 1 week later saying that she spoke to Kristin and Kristin said and I quote". That wasn't one of my finest days " Really now, you insult a customer and that is all you have to say ? Our advice, if you have to use Fidelity, is to look for another advisor besides Kristin Dougherty. We found that she doesn't have a college degree, which in this industry is pretty much a must, plus she has an offensive way of trying to handle problems. One last thing about Kristin, when she talked with her boss, she said when I texted her that I ordered her back to the office via text message, not true and not only do I have the entire text chain that I had with her, but I also recorded our meeting in her office . Buyer beware, if you want a sales rep, which is what Kristin is, not really a financial planner, who insults you, and if you want somebody who cannot seem to navigate her own company website............she is your gal, otherwise shop around and get someone more professional.

Been a longtime customer of Fidelity.Marketing convinced me to schedule an appointment with a…read morefinancial advisor the Novi office.I showed up to the appointment only to find out that he had called up my account and anything less than 1 million dollars does not pay him enough commission.So this appointment was to inconvenience and humiliate me?I will soon be closing one of my Fidelity accounts.

Last month I rolled over my 401K and Marc VanSolkema and team could not have been more helpful. I…read morewas frustrated with the run around my former employer was giving me and Marc took over and handled my funds with care. I was so impressed with the follow up care I ended up moving all of my investments to Marc at Edward Jones as did my husband. I look forward to a long future with Marc VanSolkema and Edward Jones.

Having been content with my 457 Plan Management at Mass Mutual, I was disappointed with the forced…read moretransfer of my Wayne County Plan to Prudential. They were so difficult to work with, and I was so dissatisfied with their Reps, that I insisted on making a change. I was told by someone in authority at Wayne County that I could opt out of the 457 Plan, and transfer my assets to an IRA. I chose Charles Schwab - Great Choice! Although Prudential cheated me as I left by selling my positions w/o my permission, Schwab has proved to provide the perfect choice for me, given my Investment strategies, and level of knowledge. Now, I use nothing but ETF's. In 2022, I broke even, when the S&P was down almost 20%, and the SH inverse S&P ETF was my biggest profit-maker! As I approach my 75th Birthday, I've achieved a 13X, that is, multiplied my NAV by 13 times, from its low in March of2009! Never could have done that with either of the prior 2 firms. Thank you, Mr. Schwab!

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

I drive from the Thumb to have Mr. Dunn do my taxes. Personal, accurate service, from an expert…read morewho knows the tax business. Several of my friends have come to Mr. Dunn for services and have never been disappointed. Mr. Dunn also does manages several of my investments with great success. When it comes to income taxes, I'm sure glad that I have Mr. Dunn in my corner!

im so sorry i actually reviewed and said things about the wrong company. its peak living not peak…read morewealth management ,that i have a problem with. im so stupid, please forgive me:(

Every team member at Peak Wealth Management is extremely knowledgeable, honest, and trustworthy. It…read moreis clear they look out for their clients and have the clients' best interests in mind. I wouldn't trust anyone else with my finances. I also love their weekly email updates and podcasts.