MBK Financial Services, LLC - Duluth, Georgia

Address: 3883 Rogers Bridge Rd Suite 201A, Duluth, GA 30097.
Phone: 703062386.
Website: mbkfinancialservices.com
Specialties: Tax preparation service, Business development service, Life insurance agency.
Other points of interest: Identifies as Black-owned, Identifies as women-owned, Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Appointment required, Appointments recommended.
Opinions: This company has 22 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of MBK Financial Services, LLC

☎️703062386

⏰ Open Hours of MBK Financial Services, LLC

Monday: 10 AM–4 PM
Tuesday: 10 AM–4 PM
Wednesday: 10 AM–4 PM
Thursday: 10 AM–4 PM
Friday: 10 AM–3 PM
Saturday: Closed
Sunday: Closed

Okay, here’s a detailed overview of MBK Financial Services, LLC, presented in a formal and helpful style, incorporating the provided information and aiming for approximately 400 words:

MBK Financial Services, LLC: A Comprehensive Overview

For individuals and businesses seeking comprehensive financial solutions, MBK Financial Services, LLC stands as a reliable and client-focused organization. Located at 3883 Rogers Bridge Rd Suite 201A, Duluth, GA 30097, and easily reachable at Phone: 703062386, MBK Financial Services offers a diverse suite of services built on a foundation of integrity and expertise. Their website, Website: mbkfinancialservices.com, provides further details and accessibility.

Specialties at MBK Financial Services encompass several key areas. Primarily, they provide a robust tax preparation service, assisting clients with all their tax compliance needs, ensuring accuracy and maximizing potential deductions. Beyond taxes, they specialize in business development services, supporting entrepreneurs and established companies with strategic planning and growth initiatives. Furthermore, they operate as a reputable life insurance agency, helping individuals and families secure vital protection for their futures.

Key Features and Accessibility: MBK Financial Services prioritizes client convenience and inclusivity. They offer online appointments, streamlining the scheduling process. Importantly, the facility is designed with accessibility in mind, boasting a wheelchair accessible entrance and wheelchair accessible parking lot. An appointment is required for all services, and appointments are strongly recommended to ensure dedicated attention and personalized support.

Additional Points of Interest: MBK Financial Services proudly identifies as a Black-owned and a women-owned business, reflecting a commitment to diversity and community. They’ve garnered positive feedback within the community, evidenced by 22 reviews on Google My Business, resulting in an impressive average opinion of 4.8/5. This demonstrates their dedication to customer satisfaction.

Service Area	Description
Tax Preparation	Comprehensive tax filing and planning services.
Business Development	Strategic planning and growth support for businesses.
Life Insurance	Life insurance agency services – policy acquisition and management.

Recommendations for Potential Clients: When considering financial partners, MBK Financial Services presents a compelling option. Their diverse service offerings, coupled with their commitment to accessibility and client satisfaction, make them a strong contender. The positive online reviews further reinforce their reputation for quality and professionalism.

Final Recommendation: Individuals and businesses seeking expert guidance in tax preparation, business development, or life insurance should explore MBK Financial Services, LLC. We strongly encourage you to visit their website at mbkfinancialservices.com to schedule a consultation and discover how their tailored services can benefit your financial well-being. Don't hesitate to contact them directly via phone at 703062386 to begin the process.

👍 Reviews of MBK Financial Services, LLC

MBK Financial Services, LLC - Duluth, Georgia

Michelle B.

5/5

I cannot recommend MBK Financial highly enough! They have an incredible ability to make tax preparation and financial planning feel approachable and stress-free. What stands out most is their compassion and kindness. Whether you’re just starting out, navigating a tight budget, or managing a more complex financial situation, Melissa treats everyone with the same level of respect and care.

They take the time to thoroughly explain every step, ensuring you understand your options and feel confident about your financial decisions. Their attention to detail is unmatched, and they genuinely want to see their clients succeed. No matter your financial bracket, Melissa will make you feel valued and supported.

If you’re looking for a knowledgeable, professional, and empathetic tax advisor who truly has your best interests at heart, look no further. I’m so grateful for their guidance and can’t imagine working with anyone else!

Alison E. R.

5/5

Since April 2023, Melissa Kennebrew and her team at MBK Financial Services have made my life as a small business owner and operator of 17 years less stressful and much easier!

Whether it is an annual review of my business entity status, preparing and filing my taxes, suggesting strategies for growing my business or helping with budgeting, Melissa's approach is customized to my business. The strategies she suggests are realistic and achievable. Melissa is also personable and encouraging AND will tell it like it is when necessary!

I am beyond pleased! I've recommended and will continue to recommend Melissa and her team at MBK Financial Services.

Sharon L.

5/5

I’m a fairly new business owner and began working with Melissa at MBK Financial Services this summer. After experiencing poor communication with my previous CPA, it was such a relief to find Melissa. She is the complete opposite—always responsive and incredibly thorough. Melissa is a wealth of knowledge and has a calming presence, helping me think through important decisions from different perspectives. Her support has been invaluable, and I feel confident knowing I’m in good hands. I highly recommend her services to any business owner looking for a reliable, professional, and insightful financial partner.

Richard T.

5/5

Outstanding service through and through. We have had the privilege of using MBK Financial Services for over 8 years and they have always provide excellent tax services. I can not say enough good things about them and the service they provides! They are our go to for our financial service needs.

Jordan S.

5/5

We couldn’t be happier with the quality of service we’ve received from MBK Financial Service. Melissa has helped RichLife Adivsors with tax planning, financial planning and more. Her expertise and attention to detail has made a significant difference in our business.

Melissa is very knowledgeable and she goes above and beyond to ensure we understand and have a clear plan for the business financials.

We highly recommend MBK Financial Services to anyone looking for reliable and personalized financial advice.

Lisa E.

5/5

Melissa is the best accountant I’ve ever had. I run a multimillion dollar business with many moving parts and she keeps it all in order seamlessly. She’s quick, efficient, and always goes above and beyond to support her clients. I can’t imagine life and business without her. She’s the absolute best!

Dawn M.

5/5

I am so happy I found MBK Financial! The team specializes in small businesses and has been amazing at keeping my books and taxes taken care of. Any questions I have are answered in a timely manner or on a scheduled monthly call (part of the service!) where I am kept up on how my company is performing and what I might need to be aware of. Couldn't ask for a better team to be watching out for my interests!

Sharon P.

5/5

MBK Financial was great. Very professional and it was easy to upload documents with no hassle. I love that you can ask questions through the portal and get a response back quickly. Had a great experience. I recommend MBK Financial to all my friends.