2106 U.S. 23 South l Alpena, MI 49707
(989) 356-4531 ph l (989) 356-0494 fx
(989) 356-4531 ph l (989) 356-0494 fx
For Individuals |
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Tax Planning and Return Preparation Services
Expertise. Peace of mind. These are the things that you can expect your tax adviser to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Whether you are single, married, or looking for options for the whole family, our partners and staff can accommodate your needs for tax planning and preparation.
Saving For Retirement or Planning Your Estate
Effective management of your financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships. Whether you are looking for financial planning to help achieve specific goals, retirement planning, estate planning, or financial consulting, we can provide beneficial information and advice to access a wealth of resources, while taking a proactive stance in serving each of our client's needs. For a more in-depth look at the financial planning services we offer, see our "Investing" tab.
Securities offered through 1st Global Capital Corp., member FINRA/SIPC. www.finra.org
Investment Advisory services offered through 1st Global Advisors, Inc.
We are licensed to offer securities in the State of Michigan.
This is not an offer to sell securities in any other state or jurisdiction.
Investment Advisory services offered through 1st Global Advisors, Inc.
We are licensed to offer securities in the State of Michigan.
This is not an offer to sell securities in any other state or jurisdiction.