Plante Moran

Plante Moran is an accounting, tax, and consulting firm that provides financial planning, audit and business strategy services to businesses and individuals.

Mailing address
3000 Town Center, Suite 100
Southfield, MI 48075
Website
plantemoran.com

What you need to know about Plante Moran

The company responds to most customer complaints in a satisfactory manner.

How to resolve a problem with Plante Moran

Try self-service first

Use our proven resolution methods, or Plante Moran’s self-service links below.

Contact an executive

Start with the primary contact below, then escalate step by step if needed.

Get free advocacy help

Contact Elliott Advocacy for free mediation of unresolved complaints.

Note: If you’re having customer service trouble, please use our proven methods for fixing any consumer problem before contacting a manager.

We care about accuracy. If any of the following email addresses bounce back or the phone numbers are incorrect, please report it to us immediately through this form.

How fast does Plante Moran respond?

Phone support
Usually 1 minute to 28 hours Monday to Friday.Availability: Plante Moran does not list customer service hours.
Email support
Email inquiries typically take 1 to 5 business days. Availability: Plante Moran does not list customer service hours.
Live chat
Plante Moran does not have live chat support.  
Social media
Plante Moran is active on social media platforms such as LinkedIn and Instagram.

Response time can range from 24 to 72 hours depending on the platform and the inquiry's complexity.
Help center/FAQ
Plante Moran help center/FAQ provides quick answers to common questions regarding audit, tax, consulting, and wealth management.
Verified contacts

Plante Moran customer service executives

Maintained by Elliott Advocacy and updated regularly. Here’s how we do it →

Primary
Jason Drake
Managing Partner
Secondary
Joe Asperger
Senior Vice President
Chief Executive
Anthony Belloli
Chief Executive Officer
Chief Executive
Anthony J. Belloli

Plante Moran customer service policies

Plante Moran's privacy notice describes the data the company collects from individuals, as well as how it uses and protects customer data.

Plante Moran loyalty program

Plante Moran does not have a loyalty program.

Frequently asked questions about Plante Moran

Call (248) 352-2500 (main) or (269) 567-4500 (alternative). You can also request a callback on the website or call your nearest branch.

No live chat is available. Phone calls are typically returned within 1–28 hours. Emails take 1–5 business days. Social media responses take 24–72 hours. Phone is the fastest option.
No public W-9 download exists. Contact your engagement partner directly, or submit a request at plantemoran.com/contact-us. For the Realpoint division, call (248) 223-3500, or (248) 603-5001 for Realpoint Investment Advisors.
Pay invoices and access billing through the online client payment portal — select the Plante Moran entity listed on your invoice at plantemoran.com.
Phone: 1–28 hours. Email: 1–5 business days. Social media: 24–72 hours.
Log in at plantemoran.com to access your engagement team, Sage Intacct, investment portal, trust portal, and payment portal. For wealth management portal issues, contact your PMFA Relationship Manager directly.For all other login problems, call (248) 352-2500.
Assign one lead partner to coordinate across all your services. Request joint meetings with all teams present, follow up every conversation in writing, and copy your branch Managing Partner if coordination breaks down.

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