TOP 30 Asset management services in Ypsilanti, Michigan

7 results found

Jestin P Jansen is a Financial Advisor at Ameriprise Financial Services, LLC located at 6010 Eagle Trace Drive, Ypsilanti Charter Township, Michigan, United States. Jestin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. Jestin has completed extensive coursework and passed rigorous exams in areas such as asset management, retirement planning, estate planning, risk management, and investment strategies. As a Certified Military Financial Advisor®, Jestin is trained to serve veterans and active duty military personnel. With a commitment to excellence and expertise in financial planning, Jestin is dedicated to helping clients achieve their financial goals.

Demetrike Wells-O'Brien - State Farm Insurance Agent is a trusted insurance agency located at 2739 Plymouth Road in Ann Arbor, Michigan. Specializing in a variety of insurance products including car, homeowner's, renter's, condo, business, life, pet, boat, and motorcycle insurance, as well as financial services, this agency is dedicated to providing protection and peace of mind to individuals, families, and small businesses in the Ann Arbor area. Led by Demetrike Wells-O'Brien, a licensed insurance agent with over a decade of experience, the agency is committed to offering exceptional customer service and building strong relationships with their insureds. The team at Demetrike Wells-O'Brien State Farm Agency includes Account Managers Megan Michael, Christopher White, Adam Schroeder, and Jack Schulz, all of whom are passionate about helping clients protect what matters most to them.

RICKSTAR Financial is a leading finance institution located at 301 West Michigan Avenue in Ypsilanti, Michigan, United States. We offer a wide range of financial services including investment planning, wealth management, retirement planning, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how RICKSTAR Financial can help you reach your financial goals.

Revalue is a finance institution located at 220 West Michigan Avenue in Ypsilanti, Michigan. We specialize in providing personalized financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers a wide range of financial solutions, including investment management, retirement planning, and wealth management. Whether you are looking to grow your assets, plan for the future, or protect your wealth, Revalue is here to help you every step of the way. Visit us today to learn more about how we can support your financial success.

Edward Jones - Financial Advisor: Les Heddle, AAMS™ is a reputable financial institution located at 2058 Washtenaw Avenue in Ypsilanti, Michigan. As a trusted advisor, Les Heddle, AAMS™ provides personalized financial planning services to help clients achieve their monetary goals. With a focus on integrity and professionalism, Edward Jones offers a range of financial solutions tailored to individual needs, including retirement planning, investment strategies, and wealth management. Whether you are looking to grow your assets or secure your financial future, Edward Jones - Financial Advisor: Les Heddle, AAMS™ is dedicated to guiding you towards financial success.

Edward Jones - Financial Advisor: Rance Thomas III is a trusted finance institution located at 1974 North Huron River Drive in Ypsilanti, Michigan. As a dedicated financial advisor, Rance Thomas III provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a commitment to transparency and integrity, Edward Jones - Financial Advisor: Rance Thomas III is a reliable partner in navigating the complexities of the financial world. Contact them today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Steve Manchester, AAMS™ is a trusted financial institution located at 1858 Whittaker Road in Ypsilanti, Michigan. As a certified Accredited Asset Management Specialist (AAMS), Steve Manchester provides personalized financial advice and guidance to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, Steve Manchester and the team at Edward Jones strive to provide exceptional service and support to clients in the Ypsilanti area. Whether you are planning for retirement, saving for college, or building wealth for the future, Edward Jones - Financial Advisor: Steve Manchester, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.