Hilltop Wealth & Tax Solutions - Mishawaka, Indiana

Address: 4100 Edison Lakes Pkwy Suite #225, Mishawaka, IN 46545.
Phone: 8338897526.
Website: hilltopwealthtax.com
Specialties: Financial planner, Accounting firm, Bookkeeping service, Financial advisor, Investment service, Tax preparation, Tax preparation service.
Other points of interest: Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointments recommended, Free parking lot.
Opinions: This company has 21 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Hilltop Wealth & Tax Solutions

Hilltop Wealth & Tax Solutions 4100 Edison Lakes Pkwy Suite #225, Mishawaka, IN 46545

⏰ Open Hours of Hilltop Wealth & Tax Solutions

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Okay, here’s a detailed description of Hilltop Wealth & Tax Solutions, formatted as requested, aiming for a professional and helpful tone:

Hilltop Wealth & Tax Solutions: A Comprehensive Financial Partner

For individuals and families seeking comprehensive financial planning and tax solutions, Hilltop Wealth & Tax Solutions presents itself as a reliable and dedicated partner. This established firm, located in Mishawaka, Indiana, offers a broad spectrum of services designed to simplify complex financial matters and help clients achieve their long-term goals. They’ve garnered a strong reputation built on a commitment to personalized service and expert guidance.

Location & Contact Information: Hilltop Wealth & Tax Solutions is strategically situated at 4100 Edison Lakes Pkwy Suite #225, Mishawaka, IN 46545. Clients can easily connect with the team via telephone at 833-889-7526. For more detailed information and to schedule an appointment, visitors can explore their website: hilltopwealthtax.com.

Specialized Services: The firm’s core competencies encompass a wide range of services, including:

  • Financial Planning: Developing personalized strategies to manage assets, plan for retirement, and achieve financial security.
  • Accounting Firm: Providing robust accounting services for businesses and individuals.
  • Bookkeeping Service: Maintaining accurate financial records to ensure transparency and compliance.
  • Financial Advisor: Offering expert advice on investments, insurance, and wealth management.
  • Investment Service: Helping clients build and manage diversified investment portfolios.
  • Tax Preparation: Preparing and filing accurate tax returns, minimizing tax liabilities.
  • Tax Preparation Service: Personalized tax planning to ensure maximum returns.

Client Experience & Accessibility: Hilltop Wealth & Tax Solutions consistently receives positive feedback. Currently, the firm boasts 21 reviews on Google My Business, with an impressive average rating of 5/5. This demonstrates a clear commitment to client satisfaction. The firm prioritizes accessibility and inclusivity. They offer:

  • Online Appointments: Convenient scheduling for remote consultations.
  • Onsite Services: Traditional in-person consultations for a more personalized experience.
  • Language Assistance: Supporting clients with diverse linguistic backgrounds.
  • Accessibility Features: The facility is designed to be fully wheelchair accessible, featuring an accessible entrance, parking lot, restroom, and seating.

Key Considerations: Hilltop Wealth & Tax Solutions emphasizes the importance of scheduling appointments for optimal service. They also provide free parking, further enhancing the client experience.

Recommendation: Given their comprehensive service offerings, commitment to client satisfaction, and dedication to accessibility, Hilltop Wealth & Tax Solutions appears to be an ideal choice for individuals and families needing a trustworthy and knowledgeable financial advisor and tax preparation service. We highly recommend visiting their website at hilltopwealthtax.com to explore their services and schedule a consultation to discuss your specific financial needs. Don't hesitate to reach out to them directly at 833-889-7526.

👍 Reviews of Hilltop Wealth & Tax Solutions

Hilltop Wealth & Tax Solutions - Mishawaka, Indiana
Jeffrey E. (.
5/5

I would definitely recommend Erik as a financial advisor/planner to my family and friends without hesitation. Actually, all four of my brothers and sisters already are associated with Erik to address their retirement strategies and goals! Erik takes the time to understand my wife's and my financial goals and personal situations, designing a custom-tailored plan that truly addresses our needs. Erik is incredibly knowledgeable and up to date on current and relevant market trends which gives us great confidence in his advice. Erik is an extremely good listener and patiently answers all our questions, ensuring we feel comfortable with each of our decisions. His communication is exemplary as well as timely and we always feel well-informed and supported throughout the process. Erik is always thoughtful, caring, respectful, genuine and sincere with some obvious great family values. We are very grateful to have such a trusting professional relationship with Erik and that is rather comforting in this age of uncertainty.

Hilltop Wealth & Tax Solutions - Mishawaka, Indiana
J T.
5/5

Erik, Marla, Tawny and the Hilltop team are simply the best at what they do… They’re good listeners, they support your goals and objectives and they are always available when you need them. I have worked with Erik and his team for years and truly appreciate their diligence, their focus and their responsiveness. I would highly recommend meeting with them personally if you are looking for a reputable firm to handle your investments, taxes and estate planning.

Hilltop Wealth & Tax Solutions - Mishawaka, Indiana
Rich D.
5/5

My wife and I have worked with Erik Brenner and the Hilltop team for years and have always been impressed and pleased with the service and results we get. Erik has gone above and beyond to accommodate us any way he can and his team has always been service-minded and very responsive. Erik is careful to listen to our needs and provides the service that has help us grow substantially over the years. We recommend Hilltop to anyone who is looking for growth, timely and expert advice and a variety of investment choices.

Rich and Pam Dotson

Hilltop Wealth & Tax Solutions - Mishawaka, Indiana
Liz R.
5/5

Matt Aurenz at Hilltop is the best! I inherited a small account that my mother had with Matt, then after a year or so of interacting with him I decided to consolidate my monies from various sources and entrust all to his care. He’s helped transform me from someone whose stomach used to hurt at the thought of anything financial to someone with an interest and basic understanding of these issues. He’s knowledgeable about a wide range of subjects and is always available to answer questions. I feel that he cares about my well-being and I trust him completely to manage my investments. Plus he’s really nice!

Hilltop Wealth & Tax Solutions - Mishawaka, Indiana
Joseph Z.
5/5

I have been working with Beth for a very long time. She is an excellent advisor. I trust her recommendations. She takes the time explain and to make sure I am following her. She has done an excellent job over the years

Hilltop Wealth & Tax Solutions - Mishawaka, Indiana
kathy Y.
5/5

We have been working with Matt for around 20 years. We Highly recommend him. He has a Wealth of knowledge, and he can answer any question you have. His advice guided us to a Stress Free Retirement.

Hilltop Wealth & Tax Solutions - Mishawaka, Indiana
MIke C.
5/5

Erik is very detailed and through with his explanations of your personal finances. More that willing to answer questions in Laymans terms. We would recommend and have recommended Erik to others.

Hilltop Wealth & Tax Solutions - Mishawaka, Indiana
Ed M.
5/5

Erik has been instrumental in helping us with our financial planning. Meets every 6 months without fail. Excellent follow-up. Great team.

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