Business tax strategy in Michigan
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Korhorn Financial Group
● ClosedKorhorn Financial Group, located at 69950 Michigan 62 in Edwardsburg, Michigan, is a finance institution dedicated to helping individuals achieve their financial dreams through personalized planning. Their team of Certified Financial Planners offers comprehensive financial planning, customized investment management, tax assistance, insurance strategies, and integrated solutions for small businesses. Through their OnePlan™ process, they focus on understanding each client's unique financial situation to provide clarity, confidence, and creative solutions. The Wise Money Show, hosted by Korhorn Financial Group, offers practical financial guidance to empower individuals on their journey to financial success. Securities are offered through Silver Oak Securities, Inc., while advisory services are provided through KFG Wealth Management, LLC dba Korhorn Financial Group.
69950 M-62, Edwardsburg, MI 49112, United States -
George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedGeorge Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 6800 West Q Avenue in Kalamazoo, Michigan, is a finance institution specializing in providing comprehensive wealth management services to individuals. George Smojver holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and client suitability, George Smojver offers personalized financial advice tailored to each client's unique needs. Whether you are a retiree, small business owner, high net worth individual, or in need of domestic partnership planning, George Smojver has the knowledge and experience to help you achieve your financial goals. Contact George Smojver - Private Wealth Advisor, Ameriprise Financial Services, LLC, for expert guidance on your financial journey.
6800 W Q Ave, Kalamazoo, MI 49009, United States -
Mark Sandmeyer - Morgan Stanley
● OpenMark Sandmeyer - Morgan Stanley is a renowned finance institution located at 277 South Rose Street in Kalamazoo, Michigan, United States. With a strong reputation for providing top-notch financial services, Mark Sandmeyer - Morgan Stanley offers a wide range of investment and wealth management solutions to meet the diverse needs of its clients. The team of experienced professionals at this institution is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Mark Sandmeyer - Morgan Stanley is committed to providing you with the guidance and support you need to succeed in the world of finance.
277 S Rose St, Kalamazoo, MI 49007, United States -
Integrated Financial Planning -- Ross Pollard
● ClosedIntegrated Financial Planning -- Ross Pollard is a renowned finance institution located at 251 North Rose Street in Kalamazoo, Michigan, United States. With a focus on providing comprehensive financial planning services, Ross Pollard and his team offer personalized solutions to help individuals and businesses achieve their financial goals. From retirement planning to investment management, their expertise and dedication ensure that clients receive the guidance and support they need to secure their financial future. Trust Integrated Financial Planning -- Ross Pollard to help you navigate the complexities of the financial world with confidence and peace of mind.
251 N Rose St Suite 200, Kalamazoo, MI 49007, United States -
Merrill Lynch Financial Advisor Daniel J. Ingles
● ClosedMerrill Lynch Financial Advisor Daniel J. Ingles is a finance institution located at 750 Trade Centre Way, Portage, Michigan, United States. Managing wealth begins with a deep understanding of your financial picture, and Daniel J. Ingles can help create a flexible strategy tailored to your needs. With access to investment insights from Merrill and banking solutions from Bank of America, you can work towards your financial goals through personalized wealth management strategies. Daniel J. Ingles is dedicated to participating in the community and volunteering with local organizations. The team at Merrill Lynch Wealth Management, led by Daniel J. Ingles, focuses on your family, goals, and priorities to create a customized investment approach. By getting to know you personally, Daniel can help you design a financial plan that reflects your unique needs and helps you pursue your aspirations. Regular check-ins and adjustments to your financial approach ensure that you stay on track to achieve what matters most to you.
750 Trade Centre Way Suite 120, Portage, MI 49002, United States -
Troy Nelson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTroy Nelson, a financial advisor at Ameriprise Financial Services, LLC, located at 340 North Main Street in Plymouth, Michigan, offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Troy can help individuals save for major purchases or meet their current financial needs. Clients can schedule a complimentary initial consultation to discuss their priorities and receive recommendations tailored to their unique situation. Troy Nelson is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, providing clients with a secure and reliable financial planning experience. Visit the website for more information on corporate entities, regulations, and privacy and security measures. Referrals are welcome, as Troy appreciates the opportunity to assist friends and family members in achieving their financial goals.
340 N Main St #302, Plymouth, MI 48170, United States -
Stratus Advisory Group, Inc.
● ClosedStratus Advisory Group, Inc. is a leading accounting, finance, and insurance agency located at 211 East Livingston Road in Highland Charter Township, Michigan, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax planning, investment strategies, or insurance coverage, Stratus Advisory Group, Inc. is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can assist you with your financial needs.
211 E Livingston Rd, Highland, MI 48357, United States -
United Finanicial Group
● OpenUnited Financial Group is a leading finance institution located at 126 East Grand River Avenue in Brighton, Michigan. With a strong presence in the United States, we offer a wide range of financial services to meet the needs of individuals and businesses alike. Our team of experienced professionals is dedicated to providing personalized solutions and expert guidance to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, United Financial Group is here to help. Visit us today to learn more about how we can help you secure your financial future.
126 E Grand River Ave # 1, Brighton, MI 48116, United States -
Sara Mehraban - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSara Mehraban is a Financial Advisor at Ameriprise Financial Services, LLC, located at 4750 Venture Drive, Ann Arbor, Michigan, United States. Sara Mehraban 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®. These certifications demonstrate Sara Mehraban's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Sara Mehraban is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.
4750 Venture Dr Ste 150, Ann Arbor, MI 48108, United States -
Eric Fox - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEric Fox is a Financial Advisor at Ameriprise Financial Services, LLC located at 1310 South Main Street in Ann Arbor, Michigan, United States. Eric 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®. Eric is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, and high net worth clients. With a strong focus on asset management, estate planning, retirement planning, and investment strategies, Eric is committed to helping clients achieve their financial goals.
1310 S Main St #14, Ann Arbor, MI 48104, United States -
Elizabeth Deutch - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenElizabeth Deutch is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 43155 Main Street, Novi, Michigan, United States. Elizabeth 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®, CFP®, 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®, among others. These certifications demonstrate Elizabeth's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment strategies, and more. Elizabeth is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Elizabeth Deutch for all your financial planning needs.
43155 Main St #2200a, Novi, MI 48375, United States -
Harbor Light Planning
● OpenHarbor Light Planning is a finance institution located at 28345 Beck Road in Wixom, Michigan, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Harbor Light Planning is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
28345 Beck Rd Ste 411, Wixom, MI 48393, United States -
David Sarotte - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid Sarotte is a financial advisor at Ameriprise Financial Services, LLC, located at 33493 West 14 Mile Road in Farmington Hills, Michigan, United States. He is registered to conduct securities business in certain states and offers consultations to discuss financial planning concepts. While Ameriprise Financial cannot guarantee future results, they are dedicated to helping clients achieve their financial goals. Clients can expect to receive personalized recommendations and analysis tailored to their needs. Referrals are welcomed, and new clients can expect to hear from David Sarotte soon to begin their financial journey. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest standards of professionalism and security for their clients.
33493 W 14 Mile Rd Ste 80, Farmington Hills, MI 48331, United States -
Paul Tepatti - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPaul Tepatti, a financial advisor at Ameriprise Financial Services, LLC located at 35405 Grand River Avenue in Farmington, Michigan, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Paul provides personalized investment recommendations and portfolio strategies. Regular reviews and updates ensure that clients stay on track, with access to their accounts and progress anytime, anywhere. By scheduling a complimentary initial consultation, clients can begin the process of financial planning and goal setting. With a commitment to transparency and client satisfaction, Paul Tepatti is registered in states where securities business can be conducted. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, offering a range of financial services and resources to support clients in reaching their financial aspirations.
35405 Grand River Ave, Farmington, MI 48335, United States -
Jay Kempf - Thrivent
● ClosedJay Kempf - Thrivent is a finance institution located at 9450 South Main Street in Plymouth, Michigan, United States. Specializing in providing financial guidance to clients at various stages of life, from Retirement and Small-Business Planning to Investment Management and Tax-Saving Strategies. As a resident of the Plymouth community, Jay Kempf is dedicated to serving the financial needs of individuals in the area and surrounding regions. Licensing is available through the State Insurance Department's website, as Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients can benefit from Thrivent's Financial Planning Framework, which includes a review and analysis of their financial situation. Additionally, Dedicated Planning Services are offered for those seeking further planning engagement for a fee.
9450 S Main St #101, Plymouth, MI 48170, United States -
Daniel Pozdol - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDaniel Pozdol - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 31555 West 14 Mile Road in Farmington Hills, Michigan, offers a wide range of financial services to meet the needs of individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Daniel Pozdol is equipped to provide expert advice on asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Whether you are looking to plan for your future, manage your investments, or navigate complex financial situations, Daniel Pozdol is dedicated to helping you achieve your financial goals. Contact him today to learn more about how he can help you secure your financial future.
31555 W 14 Mile Rd Ste 300, Farmington Hills, MI 48334, United States -
Jeffrey Hess - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJeffrey Hess - Financial Advisor at Ameriprise Financial Services, LLC, located at 32255 Northwestern Highway, Farmington Hills, Michigan, United States, specializes in providing personalized financial strategies for individuals and families of all generations. Partnering with employers to offer financial education benefits, they empower their workforce to make informed decisions for a more confident financial future. The institution's approach involves engaging in meaningful conversations about distinct financial priorities, whether it's planning for education, retirement, or personal investments. Backed by the Ameriprise Investment Research Group, clients can receive guidance on market conditions and investment impacts. Investment products are not insured by the FDIC or any federal agency, and investment risks may include possible loss of principal. Securities are offered by Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Jeffrey Hess is properly registered to conduct securities business in certain states. A complimentary initial consultation provides an overview of financial planning concepts, and referrals are welcomed to help friends and family achieve their financial goals.
32255 Northwestern Hwy Ste 200, Farmington Hills, MI 48334, United States -
Makram Talia, CFP - UBS Financial Services Inc.
● OpenMakram Talia, CFP - UBS Financial Services Inc. is a reputable financial institution located at 32300 Northwestern Highway in Farmington Hills, Michigan. Specializing in finance, they offer a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning and investment strategies to individuals and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Makram Talia, CFP - UBS Financial Services Inc. is dedicated to helping you secure a stable financial future.
32300 Northwestern Hwy # 150, Farmington Hills, MI 48334, United States -
Matthew C Keil - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMatthew C Keil - Financial Advisor, Ameriprise Financial Services, LLC, located at 39400 Woodward Avenue, Bloomfield Hills, Michigan, United States, is a reputable finance institution. Specializing in providing personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, Matthew C Keil works closely with clients to document their objectives and regularly review progress. With a focus on retirement planning, education savings, major purchases, and more, clients can access their investments and accounts securely from any device. Offering complimentary initial consultations, Matthew C Keil is dedicated to helping clients achieve financial success. As a registered advisor with FINRA, clients can trust in the expertise and professionalism of Matthew C Keil. Contact Ameriprise Financial Services, LLC today to schedule a consultation and learn more about achieving your financial goals.
39400 Woodward Ave Ste 255, Bloomfield Hills, MI 48304, United States -
Mark Ivezaj - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMark Ivezaj is a Financial Advisor at Ameriprise Financial Services, LLC, located at 5700 Crooks Road, Troy, Michigan, United States. Mark holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Mark is dedicated to providing personalized financial advice and helping clients achieve their financial goals. Whether you are an individual, retiree, small business owner, or high net worth client, Mark Ivezaj can help you navigate the complex world of finance and make informed decisions. Contact Mark Ivezaj today for professional financial guidance and support.
5700 Crooks Rd Ste 420, Troy, MI 48098, United States -
Mary D Hall - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMary D Hall is a financial advisor at Ameriprise Financial Services, LLC, located at 16150 Michigan Avenue in Dearborn, Michigan, United States. With a focus on individual goals and risk tolerance, Mary provides investment and portfolio recommendations tailored to each client. Regular progress reviews and goal updates ensure that strategies remain aligned with changing life circumstances. Clients have secure online access to their accounts and investments, allowing for easy tracking of progress towards financial goals. To schedule a complimentary initial consultation or learn more about services offered, contact Mary D Hall today. Please note that securities business is conducted only with residents of properly registered states. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing financial planning services with a focus on client needs and objectives.
16150 Michigan Ave, Dearborn, MI 48126, United States -
Sailus & Warunek - Ameriprise Financial Services, LLC
● OpenSailus & Warunek - Ameriprise Financial Services, LLC is a finance institution located at 835 Mason Street, Dearborn, Michigan, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, clients can track their financial goals securely from any device. The institution provides a complimentary initial consultation to discuss financial planning concepts and the potential for a positive stock market backdrop. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. Clients can refer friends and family members to help them achieve their financial goals, with the assurance of privacy and security through Ameriprise Financial Services, LLC.
835 Mason St b280, Dearborn, MI 48124, United States -
Chuck Moyer - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChuck Moyer - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 19727 Allen Road, Brownstown Charter Township, Michigan, United States. Chuck Moyer holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, wealth transfers, retirement planning, estate planning, and fiduciary practices. Chuck Moyer is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuous education, Chuck Moyer aims to help clients make informed decisions and achieve their financial goals. Contact Chuck Moyer at Ameriprise Financial Services for expert financial advice and personalized wealth management solutions.
19727 Allen Rd Ste 21, Brownstown Charter Twp, MI 48183, United States -
James Thorpe - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJames Thorpe - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 835 Mason Street in Dearborn, Michigan, offers a range of financial services to individuals and small business owners. James Thorpe holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, James Thorpe is dedicated to helping clients achieve their financial goals. Additionally, James Thorpe specializes in working with domestic partners, seniors, and those planning for retirement, providing tailored financial advice to meet their unique needs. Whether you are looking for investment guidance, estate planning assistance, or retirement strategies, James Thorpe - Private Wealth Advisor is committed to helping you secure your financial future.
835 Mason St b280, Dearborn, MI 48124, United States -
Michigan Financial
● ClosedMichigan Financial is a reputable finance institution located at 17199 North Laurel Park Drive in Livonia, Michigan. Our experienced team is dedicated to providing top-notch financial services to our clients, including personalized financial planning, investment management, and wealth management. Whether you are looking to grow your assets, plan for retirement, or secure a loan, Michigan Financial is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.
17199 N Laurel Park Dr, Livonia, MI 48152, United States -
The MWM Group - Morgan Stanley
● OpenThe MWM Group - Morgan Stanley is a leading finance institution located at 35055 West 12 Mile Road in Farmington Hills, Michigan, United States. With a strong reputation for excellence in financial services, The MWM Group offers a wide range of investment and wealth management solutions to individuals, families, and businesses. Their team of experienced professionals works diligently to provide personalized strategies and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The MWM Group - Morgan Stanley is dedicated to helping you succeed.
35055 W 12 Mile Rd Ste 101, Farmington Hills, MI 48331, United States -
Goodrich, Hull, and Associates - Ameriprise Financial Services, LLC
● OpenGoodrich, Hull, and Associates - Ameriprise Financial Services, LLC is a finance institution located at 32255 Northwestern Highway in Farmington Hills, Michigan, United States. They offer a range of financial services and their advisors are registered to do business in certain U.S. states. Clients can expect personalized advice and guidance on achieving their financial goals. The institution is a member of FINRA and SIPC, ensuring that clients' investments are protected. They also provide a Client Relationship Summary Disclosure and adhere to strict website rules and regulations to ensure privacy and security. Contact Goodrich, Hull, and Associates - Ameriprise Financial Services, LLC to discuss your financial needs and goals.
32255 Northwestern Hwy Ste 200, Farmington Hills, MI 48334, United States -
John Zekaj - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn Zekaj, a financial advisor at Ameriprise Financial Services, LLC, located at 5700 Crooks Road in Troy, Michigan, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, John works closely with clients to regularly review progress, adjust strategies as needed, and track financial goals. Clients can conveniently access their accounts and investments from any device, securely sharing information with John. By scheduling a complimentary initial consultation, clients can learn more about how John can help them achieve their financial objectives. As a registered advisor, John Zekaj conducts securities business only in states where properly registered, ensuring compliance with regulations. Ameriprise Financial Services, LLC emphasizes privacy and security, providing resources to protect clients from email fraud and ensure online security. Clients can trust Ameriprise Financial for expert guidance in navigating the complexities of financial planning and investing.
5700 Crooks Rd Ste 420, Troy, MI 48098, United States -
L&H Financial Group
● ClosedL&H Financial Group is a reputable finance institution located at 30150 Telegraph Road in Franklin, Michigan, United States. We specialize in providing a wide range of financial services to meet the diverse needs of our clients. Our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized solutions and expert guidance. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, L&H Financial Group is here to help. Contact us today to learn more about how we can assist you in securing your financial future.
30150 Telegraph Rd, Franklin, MI 48025, United States -
Mitchell R McCann - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMitchell R. McCann - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 39533 Woodward Avenue in Bloomfield Hills, Michigan, is a trusted finance institution specializing in retirement and wealth management strategies. McCann Retirement Strategies has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, showcasing their commitment to helping clients achieve their long-term financial goals. With a focus on individualized investment, asset allocation, and portfolio recommendations, Mitchell R. McCann works closely with clients to track progress, adjust strategies as needed, and provide secure access to financial information. By offering complimentary initial consultations, Mitchell R. McCann aims to provide clients with a confident financial future. Securities offered through Ameriprise Financial Services, LLC, ensure that clients receive expert advice and personalized service. With a dedication to client satisfaction and financial success, Mitchell R. McCann is ready to help you achieve your financial goals.
39533 Woodward Ave Ste 150, Bloomfield Hills, MI 48304, United States
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