Business financial management in Rochester, MI
47 results found
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Chief Financial Credit Union- Headquarters
● ClosedChief Financial Credit Union Headquarters is a leading financial institution located at 200 Diversion Street in Rochester Hills, Michigan, United States. As a credit union, we offer a wide range of banking and finance services to our members, including savings accounts, loans, mortgages, and more. Our headquarters is dedicated to providing top-notch customer service and helping our members achieve their financial goals. Visit us today to experience the convenience and security of banking with Chief Financial Credit Union.
200 Diversion St, Rochester Hills, MI 48307, United States -
Allied Insurance Managers, Inc.
● ClosedAllied Insurance Managers, Inc. is a reputable health insurance agency located at 1055 East South Boulevard in Rochester Hills, Michigan. With a strong focus on providing comprehensive coverage and personalized service, they are dedicated to helping individuals and families find the right insurance solutions to meet their specific needs. Whether you are looking for health insurance for yourself or your business, Allied Insurance Managers, Inc. is committed to delivering top-notch service and guidance to ensure you are well-protected. Contact them today to learn more about their insurance options and how they can assist you in securing your health and financial well-being.
1055 E South Blvd #110, Rochester Hills, MI 48307, United States -
AAA Rochester Oakland Township Agency
● ClosedAAA Rochester Oakland Township Agency is a trusted insurance agency located at 3122 Walton Boulevard in Rochester Hills, Michigan. With a commitment to providing top-notch insurance services to the community, we offer a wide range of insurance products to meet the needs of our clients. Whether you are looking for auto, home, life, or business insurance, our experienced agents are here to help you find the perfect coverage. Customer satisfaction is our top priority, and we strive to provide personalized service and competitive rates. Visit us today to see how we can help protect what matters most to you.
3122 Walton Blvd., Rochester Hills, MI 48309, United States -
Blumark Financial Advisors
● ClosedBlumark Financial Advisors, located at 6915 Rochester Road in Troy, Michigan, is a trusted institution specializing in accounting and finance services. Led by Shannon Klug, a Forbes Best-in-State Wealth Advisor for 2023, our team provides personalized advice to help you achieve your financial goals. Whether you are looking to invest in the stock market or plan for retirement, we are here to guide you every step of the way. At Blumark Financial Advisors, we offer complimentary initial consultations to discuss your needs and tailor a financial plan that suits you. Our team is registered to do business in certain U.S. states, ensuring that you receive expert advice from professionals you can trust. We follow the Confident Retirement® approach to help you secure a stable financial future.
6915 Rochester Rd #400, Troy, MI 48085, United States -
Consolidated Financial Management
● ClosedConsolidated Financial Management is a leading institution located at 900 West University Drive in Rochester, Michigan, United States. Specializing in accounting, finance, and insurance services, our team of experts is dedicated to providing comprehensive financial management solutions to individuals and businesses alike. With a focus on efficiency, accuracy, and personalized service, we strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how Consolidated Financial Management can support your financial needs.
900 W University Dr, Rochester, MI 48307, United States -
Vigilant Financial Services & Sigma Financial
● OpenVigilant Financial Services & Sigma Financial is a reputable finance institution located at 155 Romeo Road in Rochester, Michigan, United States. With a strong focus on providing top-notch financial services to individuals and businesses, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, we are here to provide personalized solutions tailored to your specific needs. Trust Vigilant Financial Services & Sigma Financial to guide you towards a secure financial future.
155 Romeo Rd #700, Rochester, MI 48307, United States -
Davis Capital Management, LLC
● ClosedDavis Capital Management, LLC is a finance and insurance agency located at 51424 Van Dyke Avenue in Shelby Township, Michigan, United States. Founded by Larry, a well-known financial planner in Southeast Michigan, the institution specializes in working with small business owners, post-divorce planning, and individuals transitioning into retirement. Larry has developed wealth management processes such as the PET FORMula™ and is actively involved in the Financial and Estate Planning Council of Macomb County and the Rochester Chamber of Commerce. Jessica, with 10 years of experience in office management in the real estate industry, joined DCM in 2015 and provides excellent client service. The institution focuses on serving successful individuals nearing retirement, utilizing a systematic approach to financial planning. Clients of DCM are described as genuinely nice people, and the institution can be visited at the Shelby Business Center on Van Dyke Avenue. Securities are offered through Sigma Financial Corporation, and investment advisory services are provided through Sigma Planning Corporation. Davis Capital Management is independent of Sigma Financial Corporation or Sigma Planning Corporation.
51424 Van Dyke Ave, Shelby Township, MI 48316, United States -
Uldedaj Accounting, Tax & Business Services
● OpenUldedaj Accounting, Tax & Business Services is a reputable institution located at 349 Birch Hill Drive in Rochester, Michigan, United States. Specializing in accounting and finance, our team of professionals offers a wide range of services to help individuals and businesses manage their financial affairs effectively. With years of experience and expertise in the field, we are committed to providing top-notch solutions tailored to meet the specific needs of our clients. Whether you need assistance with tax preparation, bookkeeping, or business consulting, Uldedaj Accounting, Tax & Business Services is here to help you achieve your financial goals. Contact us today to learn more about how we can support your financial success.
Appointments only, 349 Birch Hill Dr, Rochester, MI 48306, United States -
Victor Phillips - Financial Advisor, Ameriprise Financial Services, LLC
● OpenVictor Phillips is a financial advisor at Ameriprise Financial Services, LLC located at 6915 Rochester Road in Troy, Michigan, United States. Victor 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®, 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 Victor's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Whether you are a retiree, small business owner, high net worth individual, or veteran, Victor is equipped to provide you with comprehensive financial advice tailored to your specific needs. Contact Victor Phillips at Ameriprise Financial Services, LLC for expert financial guidance and support."
6915 Rochester Rd #400, Troy, MI 48085, United States -
Shannon Klug - Financial Advisor, Ameriprise Financial Services, LLC
● OpenShannon Klug - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6915 Rochester Road, Troy, Michigan, United States. Shannon Klug holds various certifications such as 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®. Shannon Klug is dedicated to providing expert financial advice and planning services tailored to meet the individual needs of clients, whether they are retirees, small business owners, high net worth clients, or individuals in various life stages. With a commitment to upholding ethical standards and staying current with industry knowledge, Shannon Klug ensures that clients receive comprehensive and personalized financial guidance to help them achieve their goals and secure their financial future.
6915 Rochester Rd #400, Troy, MI 48085, United States -
Henry Guzzo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenHenry Guzzo is a financial advisor at Ameriprise Financial Services, LLC, located at 6915 Rochester Road, Troy, Michigan, United States. He 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®, 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®. With expertise in asset management, retirement planning, estate planning, and more, Henry Guzzo is dedicated to providing comprehensive financial advice to individuals and businesses.
6915 Rochester Rd #400, Troy, MI 48085, United States -
Michael D Neff II - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael D Neff II is a financial advisor at Ameriprise Financial Services, LLC located at 6915 Rochester Road in Troy, Michigan, United States. He is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. The institution offers consultations to discuss financial planning concepts, although written analysis and recommendations are not provided during the initial meeting. Ameriprise Financial cannot guarantee future financial results. Clients can expect privacy and security measures to be upheld, as outlined in the website rules and regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are welcomed, and friends or family members can expect to hear from Michael D Neff II soon after being referred. Privacy and security are a top priority for Ameriprise Financial Services, LLC, with measures in place to protect clients' information.
6915 Rochester Rd #400, Troy, MI 48085, United States -
Sapientia Private Wealth Management
● OpenSapientia Private Wealth Management is a prestigious finance institution located at 101 South Main Street in Rochester, Michigan, United States. Our team of experienced financial advisors provides personalized wealth management services to high-net-worth individuals, families, and businesses. We offer comprehensive financial planning, investment management, and estate planning solutions to help our clients achieve their financial goals and secure their financial future. With a focus on integrity, transparency, and client-centric approach, Sapientia Private Wealth Management is dedicated to providing exceptional service and building long-lasting relationships with our clients.
101 S Main St #200, Rochester, MI 48307, United States -
Managed Asset Portfolios LLC
● ClosedManaged Asset Portfolios LLC is a finance institution located at 950 West University Drive in Rochester, Michigan, United States. Specializing in managing asset portfolios for individuals and businesses, our experienced team of financial experts provides personalized investment strategies to help clients achieve their financial goals. With a commitment to transparency, integrity, and superior customer service, Managed Asset Portfolios LLC is dedicated to helping clients build and protect their wealth for the long term.
950 W University Dr Suite# 100, Rochester, MI 48307, United States -
Francine K Rossi Tax & Business Services
● ClosedFrancine K Rossi Tax & Business Services is a reputable accounting and finance institution located at 1460 Walton Boulevard in Rochester Hills, Michigan. With a team of experienced professionals, they specialize in providing a wide range of tax and business services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, financial planning, or other financial services, Francine K Rossi Tax & Business Services is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with all your accounting and finance needs.
1460 Walton Blvd. # 68, Rochester Hills, MI 48309, United States -
Budget Bookkeeping & Business Service
● ClosedBudget Bookkeeping & Business Service is a trusted accounting and finance institution located at 414 South Main Street in Rochester, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch bookkeeping and business services to help our clients manage their finances effectively. Whether you are a small business owner or an individual looking for reliable financial assistance, we are here to help. Contact us today to learn more about how we can assist you with all your accounting and finance needs.
414 S Main St #202c, Rochester, MI 48307, United States -
Julie Tourangeau - State Farm Insurance Agent
● ClosedJulie Tourangeau - State Farm Insurance Agent is a renowned institution located at 1826 East Auburn Road in Rochester Hills, Michigan. Julie Tourangeau, a bestselling author and second-generation State Farm Agent, has a strong background in the insurance industry. She is dedicated to helping families protect themselves through life insurance and planning for the future. Julie's office is situated in the heart of the downtown Brooklands area, serving the community with a local touch. The team at Julie Tourangeau - State Farm Insurance Agent is committed to providing exceptional customer service, offering a range of insurance options including life, health, pet, auto, home, and business insurance. Their mission is to bring peace through protection to the community, managing everyday risks and helping people achieve their dreams.
1826 E Auburn Rd, Rochester Hills, MI 48307, United States -
Scott Ockerman - State Farm Insurance Agent
● ClosedScott Ockerman - State Farm Insurance Agent is an insurance agency located at 403 South Broadway Street in Orion Township, Michigan, United States. Situated across the street from Wendy's on M-24/Broadway, just north of McDonald's, this institution was founded in 2001 by Scott Ockerman, a Michigan State University School of Business graduate. Scott's mission is to bring joy to people's lives and serve the community through insurance services. The agency offers auto insurance, life insurance, home insurance, renters insurance, and financial services to customers in Michigan, including Lake Orion, Oxford, Auburn Hills, Pontiac, Rochester, Clarkston, Ortonville, Metamora, and Dryden. Scott and his team focus on providing excellent customer service and spreading joy to all their clients. With a dedicated team of professionals, including Jeff, Christy, Kathy, and Bret, Scott Ockerman - State Farm Insurance Agent is committed to helping customers manage the risks of everyday life. In addition to insurance services, the agency also offers information on preventing power surges, senior living options, and the dangers of drunk driving. For all your insurance needs in Michigan, Scott Ockerman - State Farm Insurance Agent is here to help you with a smile and a touch of joy.
403 S Broadway St, Lake Orion, MI 48362, United States -
Lighthouse Solutions, LLC
● ClosedLighthouse Solutions, LLC is a leading health institution located at 1460 Walton Boulevard in Rochester Hills, Michigan, United States. We specialize in providing innovative and personalized healthcare solutions to our clients. Our team of experienced professionals is dedicated to helping individuals achieve optimal health and wellness. Visit us today and let us be your guiding light towards a healthier and happier life.
1460 Walton Blvd., Rochester Hills, MI 48309, United States -
Genisys Credit Union
● ClosedGenisys Credit Union is a trusted financial institution located at 1611 South Rochester Road in Rochester Hills, Michigan, United States. As a credit union, Genisys offers a wide range of financial services including savings accounts, checking accounts, loans, credit cards, and more. With a commitment to providing excellent customer service and competitive rates, Genisys Credit Union is dedicated to helping its members achieve their financial goals. Whether you're looking to save for the future, borrow money for a major purchase, or simply manage your day-to-day finances, Genisys Credit Union is here to support you every step of the way.
1611 S Rochester Rd, Rochester Hills, MI 48307, United States -
Stifel
● OpenStifel is a well-established finance institution located at 321 East 2nd Street in Rochester, Michigan, United States. With a solid reputation for providing top-notch financial services, Stifel offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you're looking to grow your portfolio, plan for retirement, or secure your financial future, Stifel's team of experienced professionals is dedicated to providing personalized guidance and expert advice every step of the way. Visit Stifel today to see how they can help you reach your financial aspirations.
321 E 2nd St, Rochester, MI 48307, United States -
Kob Yan
● OpenKob Yan is a reputable finance institution located at 44 North Adams Road in Rochester, Michigan, United States. With a strong reputation for providing top-notch financial services, Kob Yan offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, loan options, or wealth management services, Kob Yan has a team of experienced professionals ready to assist you. Visit Kob Yan today to experience the difference in financial expertise and customer service.
44 N Adams Rd, Rochester, MI 48309, United States -
Trinitas Planning Group
● ClosedTrinitas Planning Group is a finance institution located at 1235 North Main Street in Rochester, Michigan, United States. Our team of experienced financial professionals is dedicated to helping individuals and businesses achieve their financial goals through comprehensive planning and strategic investment management. Whether you are looking to save for retirement, grow your wealth, or plan for the future, Trinitas Planning Group is here to provide personalized and expert financial guidance. Contact us today to schedule a consultation and take the first step towards a secure financial future.
1235 N Main St Suite 150, Rochester, MI 48307, United States -
Timothy Bogert
● ClosedTimothy Bogert is a reputable finance institution located at 345 Diversion Street in Rochester, Michigan, United States. Specializing in a wide range of financial services, Timothy Bogert is dedicated to providing expert guidance and support to individuals and businesses in managing their finances effectively. With a team of experienced professionals, Timothy Bogert is committed to helping clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or wealth management, Timothy Bogert is the trusted partner you can rely on for all your financial needs.
345 Diversion St, Rochester, MI 48307, United States -
Oak CPAs PLLC
● ClosedOak CPAs PLLC is a trusted business advisor and partner in your growth, located at 800 West University Drive in Rochester, Michigan, United States. Our team of thoroughly vetted bookkeepers offer multi-industry experience, strong communication skills, QuickBooks™️ expertise, and accounting prowess. As a CPA firm, we provide traditional tax compliance, accounting, and financial statement preparation services. Our services offer a chance to review your finances and work with you and your Bookkeeper to ensure efficient practices and accurate results. We help streamline the bill payment process, maintain a strict audit trail, manage vendor inquiries, and structure timely billing for services. Our team can provide guidance on building reasonable projections of future earnings and spending, helping you develop a budget that makes sense for your industry.
800 W University Dr Suite B, Rochester, MI 48307, United States -
NP & Associates
● OpenNP & Associates is a reputable accounting and finance institution located at 3345 Auburn Road in Rochester Hills, Michigan. With a dedicated team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. From tax preparation and planning to investment management and financial consulting, NP & Associates is committed to helping their clients achieve their financial goals. With a focus on personalized service and attention to detail, they strive to provide the highest level of expertise and professionalism in the industry.
3345 Auburn Rd #107, Rochester Hills, MI 48309, United States -
Cardinal Tax Advisors
● OpenCardinal Tax Advisors is a finance institution located at 511 Olde Towne Road in Rochester, Michigan, United States. We specialize in helping businesses navigate their unique property tax needs. Our team understands that every business is different, which is why we are dedicated to providing personalized solutions tailored to your specific concerns. If you are looking for expert guidance and support with your property tax issues, look no further than Cardinal Tax Advisors. Contact us today to learn more about how we can assist you in managing your property tax responsibilities.
511 Olde Towne Rd, Rochester, MI 48308, United States -
Stoff & Co
● OpenStoff & Co is a reputable finance institution located at 1212 Greenleaf Drive in Rochester Hills, Michigan. With a strong focus on providing top-notch financial services to individuals and businesses, Stoff & Co prides itself on delivering tailored solutions to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Stoff & Co is dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can help you secure your financial future.
1212 Greenleaf Dr, Rochester Hills, MI 48309, United States -
Jaclyn Mullica
● OpenJaclyn Mullica is a reputable finance institution located at 2580 South Rochester Road in Rochester Hills, Michigan, United States. With a strong focus on providing top-notch financial services, Jaclyn Mullica is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced professionals at Jaclyn Mullica are dedicated to providing personalized solutions tailored to your specific needs. Trust Jaclyn Mullica for all your financial needs and experience the difference of working with a trusted and reliable institution.
2580 S Rochester Rd, Rochester Hills, MI 48307, United States -
Oppenheimer & Co Inc
● OpenOppenheimer & Co Inc is a reputable financial institution located at 202 Walnut Boulevard in Rochester, Michigan, United States. Specializing in financial services, Oppenheimer & Co Inc offers a range of investment opportunities and financial solutions to meet the needs of its clients. With a strong reputation for providing expert advice and personalized service, this institution is a trusted partner for individuals and businesses looking to grow and manage their wealth. Whether you are looking to invest, save, or plan for the future, Oppenheimer & Co Inc is dedicated to helping you achieve your financial goals.
202 Walnut Blvd # A, Rochester, MI 48307, United States
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