Kolman Investor Coaching

SpecialtiesFull Service Accounting & Consulting Firm Gross, Puckey, Gruel & Roof, P.C. is a full service accounting and consulting firm with offices in Jackson and Adrian, Michigan. Our planning and problem solving abilities, along with our professional skills in the tax and compliance areas, have help many businesses and individuals prosper. Many people use our tax planning and preparation services, and estate, financial and retirement planning services as their situations change over the years. Any change in lifestyle, such as marriage, the birth of a child or grandchild or inheritance, can also signal a need for financial advice. All of our dealings with clients are held in the strictest of confidence. We do not disclose to anyone information obtained in the course of our engagement. Working with other advisors is often necessary. While working with others, your authorization is required before we disclose any information.

Offering personalized financial solutions tailored to your specific goals and needs, the team in EP Wealth's office in Jackson provides customized investment portfolio management, retirement planning, legacy and estate planning, tax planning, business solutions, and other services aimed at growing and preserving wealth to support your lifestyle now and in the future.