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Financial Services

Plante Moran

Strategies that work, no matter what's next. Learn more now.

Strategies that work, no matter what's next. Learn more now.

Strategies that work, no matter what's next. Learn more now.

A future-focused partnership with the technical expertise you need

From financial institutions and investment funds grappling with increasingly complex reporting, governance, and regulatory requirements to insurance and specialty finance companies seeking to protect against mounting cybersecurity risks, the financial services industry faces increasing pressure. As those pressures mount, so does our desire to help you stay ahead of challenges.

We’re known for our breadth and depth of technical knowledge, serving more than 500 banks, credit unions, investment companies, broker-dealers, mortgage bankers, and other leasing and specialty finance companies. Our 200 financial services experts include CPAs, risk management professionals, internal audit professionals, loan review specialists, regulatory compliance specialists, management consultants, technology experts, and fraud examiners. We’ll help you meet tight schedules and deadlines, advocate for best outcomes, proactively stay ahead of cybersecurity risks, and assure stakeholders in today’s tough economic climate.

Related Events

Financial Services Thought Leadership

  • Top surprises, hidden impacts, and tax implications of the proposed Build Back Better Act

    The current version of the Build Back Better Act offers a combination of surprises, quiet proposals with big impacts, expected developments, and implications for what might be coming next. Our National Tax Office experts discuss.

    Stephen Eckert Michael Monaghan Kurt Piwko
    Article September 23, 2021 22 min read
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  • Proposed Build Back Better Act contains key tax provisions

    On September 15, the House Ways and Means Committee voted to approve the tax provisions to be included in the Build Back Better Act. Our experts outline the key tax provisions to watch.

    Brett Bissonnette Michael Monaghan Kurt Piwko Alan Gallatin Stephen Eckert Jessica Wargo
    Article September 17, 2021 18 min read
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  • A dash of values and a pinch of camaraderie: Building a world class culture
    What are the key ingredients of a world-class culture? A solid foundation built on principles and values, a challenging and supportive environment, training, communication, recognition, and respect.
    Jim Proppe
    Article September 7, 2021 3 min read
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  • Medicaid and commercial health plans: Accounting considerations for 2021 and beyond

    Medicaid health plans, commercial insurers, and providers face opportunity and uncertainty as the COVID-19 public health emergency and regulatory flexibilities end in December 2021. Understanding the impact on your plan’s accounting and financial reporting is crucial. We share key considerations.

    Tom Marchese Andrea Barnes
    Article September 1, 2021 4 min read
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Our clients say

I view our relationship with Plante as a strategic business partnership — an alliance that I can rely on for sound business advice. They are recognized as a true industry leader. The staff assigned to our account are very talented, dedicated professionals who take pride in their work. We have also had significant continuity in staffing which has been a real plus. Their "we care" client service culture is evident in the way they interact with our staff and consulting with us throughout the year.

Dan Hollowed EVP / Cashier and Chief Financial Officer, Cornerstone National Bank & Trust Company

Individualized attention and service

As trends, economic factors, and regulations change, we help you keep a step ahead by looking at the implications for your institution. Our ability to react quickly in an increasingly complex and evolving field — and translate how that affects you — is what sets us apart.

Brian Franey, financial services practice leader, knows that taking the time to understand the specific dynamics that separate you from your competitors is a key factor. “When our clients raise a concern, we don’t just provide a canned response. Each engagement is unique. We put their fears to rest by investing our efforts into studying their particular organization and providing practical, effective, and timely solutions.”

How can we help your business?

Contact us or submit an RFP