About Us

Anne Beck

248-769-6012

Anne Schimmel Beck has been a CERTIFIED FINANCIAL PLANNER ™, since 1997. She is also an Investment Advisor Representative (IAR), a Registered Representative with Avantax Investment ServicesSM, and a Health & Life Insurance...

Sophia Beck

Accounting

Sophia graduated from Michigan State University with a Bachelor of Science in Neuroscience. She has been assisting with Beck Financial Solutions with accounting, quickbooks online, creating financial reports and updating technology...