TOP 30 Business financial management in Menominee, Michigan

6 results found

Baron Financial, located at 621 1st Street in Menominee, Michigan, is a finance institution dedicated to providing personalized financial planning services to its clients. The team at Baron Financial is committed to educating their clients and helping them achieve their financial goals. They offer a complimentary portfolio review to analyze your current investments and recommend a tailored investment strategy based on your risk tolerance. In addition to individual financial planning, Baron Financial also offers retirement planning services, including access to 401(k) and SIMPLE IRA plans for businesses. Their goal is to be your employees' dream manager, helping them work towards achieving their personal financial dreams through guided planning.

Jordan C Beck is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 414 1st Street in Menominee, Michigan, United States. Jordan holds multiple 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jordan's expertise in areas such as asset management, estate planning, retirement planning, investment management, and more. With a commitment to ethics and ongoing education, Jordan is dedicated to providing comprehensive financial solutions to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Jordan C Beck at Ameriprise Financial Services, LLC for expert financial advice and planning tailored to your unique needs.

Leigh Howell is a Financial Advisor at Ameriprise Financial Services, LLC located at 414 1st Street, Menominee, Michigan, United States. Leigh Howell holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate expertise in asset management, estate planning, retirement planning, investment strategies, and risk management. Leigh Howell is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Leigh Howell is committed to helping clients achieve their financial goals and secure their financial future.

Katey Lemay - State Farm Insurance Agent is a local insurance agency located at 909 1st Street in Menominee, Michigan. Situated across from the Marina, between the Lloyd Building and the Serving Spoon, our team is dedicated to connecting with our customers on a personal level. We strive to provide a service that is easily accessible, without the hassle of endless phone menus. Our goal is to ensure that our customers have a clear understanding of their insurance options, so they can protect their family and future effectively. By getting to know our customers, we can offer personalized protection that meets their unique needs. Additionally, we offer a range of financial services to assist our customers in achieving their goals, whether it's saving for retirement or college expenses.

Minor & Nowack PLLC is a reputable accounting and finance institution located at 1207 18th Avenue in Menominee, Michigan. With a team of experienced professionals, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and bookkeeping. Their commitment to excellence and personalized approach sets them apart in the industry. Whether you need help with your personal finances or managing your business accounts, Minor & Nowack PLLC is dedicated to helping you achieve your financial goals. Visit them today to learn more about how they can assist you with your financial needs.

Superior State Administrators, Inc. is a leading accounting and finance institution located at 1101 11th Avenue in Menominee, Michigan, United States. Our team of experienced professionals provides superior financial management services to individuals and businesses, ensuring efficient and effective financial strategies. With a commitment to excellence and integrity, Superior State Administrators, Inc. is dedicated to helping clients achieve their financial goals and secure a stable financial future.