Firma Financial Planning CFP® , CERTIFIED FINANCIAL PLANNER

Services Offered

• Retirement strategies
• Investment management
• Tax planning
• Estate planning
• Wealth preservation

About

Firma Financial Planning is a team of trusted financial advisors based in Macomb, Michigan, dedicated to helping families, individuals, and business owners achieve long-term financial success. As Certified Financial Planners (CFP®), they offer a range of services including retirement strategies, investment management, tax planning, estate planning, and wealth preservation. The firm operates with a fiduciary, fee-based approach, prioritizing transparency and personalized service. They serve clients in Macomb, Shelby Township, Sterling Heights, Clinton Township, Utica, and beyond, providing tailored financial solutions aligned with unique goals.

Reviews

Location

Business Information