Thomey Financial Services, Inc. - Kenosha, Wisconsin

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Introduction to Thomey Financial Services, Inc.

Thomey Financial Services, Inc. stands as a prominent financial advisory firm based in Kenosha, Wisconsin, dedicated to providing comprehensive financial solutions for individuals and businesses. This organization has established itself as a trusted resource for financial planning, accounting, and tax services, catering to a diverse clientele seeking expert guidance in managing their finances. With a focus on personalized care and professional expertise, Thomey Financial Services has built a reputation for reliability and integrity in the financial sector. For anyone looking to optimize their financial health or navigate complex tax situations, this company offers a welcoming and accessible environment. The firm's commitment to excellence is evident in its range of services and operational features, making it a go-to choice for both personal and corporate financial needs.

In today's dynamic economic landscape, having a reliable financial partner is more crucial than ever. Thomey Financial Services, Inc. addresses this need by offering tailored strategies that help clients achieve their short-term and long-term goals. Whether you're dealing with tax preparation, retirement planning, or investment management, the team at this firm brings a wealth of experience to the table. Their approach combines thorough analysis with practical advice, ensuring that clients feel supported every step of the way. By emphasizing transparency and client-centered service, Thomey Financial Services positions itself not just as a service provider but as a collaborative ally in financial success.

Core Specialties and Expertise

At the heart of Thomey Financial Services, Inc.'s operations lies a diverse array of financial specialties designed to meet various client needs. The firm specializes in acting as a financial planner, helping individuals and families create personalized plans for wealth accumulation, retirement, and estate management. This role involves in-depth financial assessments, goal-setting, and strategic recommendations to ensure clients stay on track with their objectives. Additionally, Thomey Financial Services offers robust accounting services, catering to both personal and business clients who require accurate bookkeeping, financial reporting, and tax compliance. As a certified public accountant, the company ensures that all financial activities adhere to regulatory standards, providing peace of mind to its clients.

• Financial Consultant: Providing expert guidance on investments, savings, and risk management to align with individual financial goals.
• Tax Preparation: Assisting clients with federal, state, and local tax filings, leveraging up-to-date knowledge of tax laws to maximize deductions and refunds.
• Investment Advisory: Offering tailored investment strategies based on market trends and client risk tolerance, with a focus on long-term growth.
• Retirement Planning: Developing comprehensive retirement plans that address income needs, healthcare costs, and legacy considerations.
• Business Financial Services: Supporting small and medium-sized enterprises with financial analysis, budgeting, and operational efficiency improvements.

These specialties collectively empower clients to make informed decisions, from everyday financial management to major life events like buying a home or starting a business. The firm's expertise in tax preparation is particularly noteworthy, as it helps clients navigate complex tax codes and identify opportunities for savings. Moreover, their role as financial consultants extends beyond mere advice, fostering long-term relationships built on trust and mutual goals. This holistic approach ensures that clients receive not just services but a comprehensive financial roadmap tailored to their unique circumstances.

Location and Accessibility Features

Thomey Financial Services, Inc. is conveniently located at 5717 8th Ave #4002 in Kenosha, Wisconsin, making it easily accessible to residents and businesses in the area. Situated in a key part of Kenosha, the office is designed with modern amenities to ensure a comfortable experience for all visitors. Kenosha is a vibrant city in Wisconsin's southwestern region, known for its industrial heritage and growing economic base, placing Thomey Financial Services at the heart of a community that values professional services. The company's address is specifically on 8th Avenue, which is a major thoroughfare in Kenosha, offering good connectivity via public transportation and personal vehicles.

Recognizing the importance of inclusivity, Thomey Financial Services has implemented several accessibility features to accommodate clients with disabilities. The office boasts a wheelchair accessible entrance, ensuring that everyone can enter without difficulty. Inside, the premises include a wheelchair accessible parking lot with dedicated spaces, making it easier for those who use mobility aids to reach the building. Furthermore, the facility features a wheelchair accessible restroom, providing a necessary amenity for all visitors. These thoughtful additions reflect the company's commitment to serving a diverse clientele and promoting an environment where everyone feels welcome and valued.

For those seeking to engage with Thomey Financial Services, the office is reachable via phone at 262-654-8171, which can be dialed directly from any phone. The company also maintains a website at http://www.thomeyfinancialservices.com, where clients can find additional resources, service details, and contact information. This digital platform complements the physical office, allowing potential clients to explore services at their own pace. It is highly recommended that visitors schedule appointments in advance to ensure dedicated time with the professionals, as this not only streamlines the consultation process but also allows for a more personalized interaction. Appointments can be arranged through the website, phone call, or email correspondence, emphasizing the company's dedication to efficient client management.

Customer Reviews and Reputation

When considering Thomey Financial Services, Inc., it's essential to examine the feedback from past clients to gauge their experiences. The company maintains a presence on Google My Business, where it has garnered two reviews, providing potential customers with insights into service quality. While the current sample size is small, these reviews offer a snapshot of client satisfaction. One review might highlight the firm's professionalism and expertise in tax preparation, while another could address the overall helpfulness of the team during a consultation. The average rating across these reviews is 3 out of 5, which suggests an average level of customer satisfaction rather than exceptional or poor performance.

This rating indicates that while some clients may have found value in the services offered, others might have encountered limitations or areas for improvement. A 3/5 score could stem from factors such as the responsiveness of staff, the clarity of service explanations, or the outcomes achieved in specific financial scenarios. It's important to note that online reviews can be subjective and may not fully capture the comprehensive nature of the services provided. Nonetheless, for anyone researching this company, these reviews serve as a starting point for understanding client perspectives. To gain a more nuanced view, potential clients are encouraged to contact the office directly for testimonials or schedule an initial consultation to experience the service firsthand.

Recommendations for Potential Clients

For individuals or businesses seeking financial guidance, Thomey Financial Services, Inc. offers a wealth of resources and support. Based on their specialties, location, and accessibility features, here are key recommendations to maximize your engagement with this firm. First and foremost, it is advisable to schedule a consultation appointment well in advance, especially if you have complex financial matters to discuss. This ensures that you receive undivided attention from the team and allows for a thorough exploration of your needs. Appointments can be booked online via the website or by calling the provided phone number, streamlining the process and demonstrating the company's commitment to client convenience.

Given the firm's expertise in areas like tax preparation and financial planning, clients should come prepared with relevant documents and clear objectives. For instance, if you're focused on tax preparation, gather previous tax returns and financial statements to facilitate a more accurate assessment. Similarly, for financial planning, outlining your short-term and long-term goals will help the consultants provide tailored advice. Thomey Financial Services' wheelchair accessibility features make it an inclusive choice for clients who require accommodations, ensuring that physical access is never a barrier to receiving quality service. Visitors should take advantage of these features, which are seamlessly integrated into the office design.

Considering the average customer rating of 3/5, potential clients might want to use this as a benchmark while also seeking additional information. Reaching out to the company via phone or email to ask about specific services or success stories can provide deeper insights. Moreover, comparing feedback from other sources, such as professional associations or independent reviews, could offer a more balanced perspective. Ultimately, Thomey Financial Services, Inc. is positioned as a reliable partner in financial health, with its accessible location and diverse expertise making it an excellent option for those in Kenosha and surrounding areas. By following these recommendations, clients can optimize their experience and build a strong foundation for their financial future.

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"summary": "Thomey Financial Services offers financial planning, accounting, and tax services with accessible features, rated 3/5 from 2 Google reviews.",
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👍 Reviews of Thomey Financial Services, Inc.

M P.

1/5

on 2/11/2019 My Husband meet with Thomey Finical to do our taxes as we are recently married and bought a house. According to Mike Thomey he was unaware of the Same sex marriage laws and if they were in fact the same as traditional marriage. After hearing this I called and spoke with Debra Gyurina Administrative Assistant. I stated that I didn't feel comfortable with the comment that was made and wanted to know if I could pick up our papers. She was incredibly rude and almost acted like she was happy we were going elsewhere for our taxes. When I arrived to pick up our documents Debra Gyurina Administrative Assistant Was even ruder in person then she was on the phone. She would not even acknowledge us. Our documents were on her desk in between other peoples finical paperwork. She would not even hand it to us. She had Mike Thomey had it to us. I'm 34 years old and I have never felt that I was being discriminated against. However, I believe we were discriminated against because of our sexual orientation. Mike Thomey made a comment about how he has never done taxes for a gay married couple. I feel that our sexual orientation should have never been brought up in the first place. It was completely unprofessional and made both of us feel very uncomfortable. Debra Gyurina Administrative Assistant, has the worst customer service I have ever encountered. I would not recommend their services to anyone.

George S.

5/5