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TOP 30 Best trust funding services in Livonia, MI
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Community Choice Credit Union
Community Choice Credit Union, located at 34930 Ann Arbor Trail in Livonia, Michigan, is a trusted financial institution offering a range of banking services, including ATMs for convenient access to your funds. Our experienced team is dedicated to serving our members, providing expert advice and guidance to help you achieve your financial goals. Please note that our Eastpointe Member Center will be closed on April 5, 2024, due to a scheduled water outage, but we have other member centers nearby to assist you. Contact us for timely assistance without any spam, and stay informed about the latest offerings from Community Choice. We are here to help and support our members in every way we can.
Bank of America (with Drive-thru ATM)
Bank of America in Livonia, Michigan is a trusted financial institution offering a wide range of banking services. Conveniently located at 30055 Plymouth Road, this branch features a convenient drive-thru ATM for quick and easy access to your funds. Whether you need to deposit a check, withdraw cash, or speak with a knowledgeable banker, Bank of America is here to help with all of your financial needs. Visit us today and experience the exceptional customer service and financial expertise that sets Bank of America apart.
Karen L Stewart Law Office
Karen L Stewart Law Office, located at 28175 Haggerty Road in Novi, Michigan, offers expert estate planning services to help you prepare for the future. With 30 years of experience, attorney and CPA Karen L. Stewart creates customized estate plans that comply with Michigan and Federal estate laws. These affordable fixed fee plans are tailored to meet your specific goals, avoid probate, and minimize estate taxes. Karen educates clients on Wills, Trusts, Powers of Attorney, Ladybird deeds, and assists in choosing executors and other agents. She provides the information needed to fund trusts and protect assets, and helps families with estate administration after the passing of loved ones.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management is a finance institution located in Livonia, Michigan, United States. They offer a different kind of wealth management experience, focusing on helping clients transition from wealth builders to wealth enjoyers. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors strives to oversee and connect all aspects of their clients' financial lives. The talented wealth advisors at Mercer Advisors in Livonia are dedicated to helping clients achieve their financial goals. From Tracey, who has over 25 years of expertise in financial planning and is passionate about empowering women to own their financial independence, to Mike, a technology-savvy CERTIFIED FINANCIAL PLANNER™ professional who enjoys exploring national parks with his wife, the team is committed to providing holistic financial planning solutions.
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