TOP 30 Best Certified accountants in Michigan
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Frattallone Wealth Management Group - Ameriprise Financial Services, LLC
● ClosedFrattallone Wealth Management Group - Ameriprise Financial Services, LLC is a finance institution located at 6300 Fulton Street East, Ada, Michigan, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution provides regular meetings to review progress, update strategies as life changes, and track progress towards financial goals. Clients can access their investments and accounts securely from any device. The institution offers complimentary initial consultations to help clients get started on their financial journey. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations. The Confident Retirement® approach helps clients plan for their financial future. The institution cannot guarantee future financial results. Users of the website agree to adhere to the terms and regulations set by Ameriprise Financial. Referrals are appreciated and will be contacted by the institution. The institution prioritizes privacy and security for their clients.
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Edward Jones - Financial Advisor: Wendi Stratton, CFP®
● ClosedEdward Jones - Financial Advisor: Wendi Stratton, CFP® is a trusted finance institution located at 423 Main Street in Nashville, Michigan, United States. Wendi Stratton, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families secure their financial futures. Whether you are planning for retirement, saving for education, or investing for the future, Wendi Stratton and her team are dedicated to providing expert guidance and support every step of the way.
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Jim Everett - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJim Everett, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2603 Niles Avenue in St. Joseph, Michigan, offers a range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jim Everett is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment opportunities. Whether you are looking for assistance with portfolio management, insurance products, or retirement income planning, Jim Everett has the knowledge and experience to help you achieve your financial goals. Contact Jim Everett at Ameriprise Financial Services, LLC for personalized financial guidance tailored to your individual needs.
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Edward Jones - Financial Advisor: Brian W Smith, CFP®
● ClosedEdward Jones - Financial Advisor: Brian W Smith, CFP® is a respected financial institution located at 154 Badt Drive in Coloma, Michigan, United States. As a Certified Financial Planner, Brian W Smith offers expert advice and personalized financial solutions to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones provides a wide range of financial services, including retirement planning, investment management, and wealth preservation. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Brian W Smith and his team are dedicated to helping you navigate the complex world of finance with confidence. Contact them today to schedule a consultation and take the first step towards a secure financial future.
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Edward Jones - Financial Advisor: Jose A Ontiveros, CEPA®
● OpenEdward Jones - Financial Advisor: Jose A Ontiveros, CEPA® is a trusted financial institution located at 2726 South 11th Street in Niles, Michigan, United States. Specializing in finance, they offer personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on integrity and professionalism, Jose A Ontiveros, CEPA® provides expert guidance and support to individuals and families looking to secure their financial future. Contact them today to schedule a consultation and start planning for a brighter tomorrow.
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Edward Jones - Financial Advisor: Shane R Shidler, CFP®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Shane R Shidler, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 2726 South 11th Street in Niles, Michigan, United States. Specializing in providing comprehensive financial planning services, Shane R Shidler holds prestigious certifications including Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™). With a strong commitment to helping clients achieve their financial goals, Edward Jones - Financial Advisor: Shane R Shidler is dedicated to providing personalized and professional financial advice.
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Edward Jones - Financial Advisor: Sandra M DeVito, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Sandra M DeVito, CFP®|AAMS™ is a trusted finance institution located at 186 South Grand Street in Schoolcraft, Michigan, United States. Sandra M DeVito is a Certified Financial Planner and an Accredited Asset Management Specialist who provides expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Sandra M DeVito and her team at Edward Jones are dedicated to providing personalized strategies tailored to your unique needs. Visit their office today to start building a secure financial future.
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Edward Jones - Financial Advisor: Jonathan M Vargo, CFP®|CIMA®|CRPC™
● OpenEdward Jones - Financial Advisor: Jonathan M Vargo, CFP®|CIMA®|CRPC™ is a leading financial institution located in Kalamazoo, Michigan, United States. With a team of highly qualified professionals, including Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), and Chartered Retirement Planning Counselor (CRPC™), Edward Jones provides expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your specific needs. Visit us at 4798 Campus Drive to learn more about how we can help you secure a more financially stable future.
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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.
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Jonathan Hunter - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJonathan Hunter is a Financial Advisor at Ameriprise Financial Services, LLC located at 340 North Main Street in Plymouth, Michigan, United States. Jonathan 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Jonathan is dedicated to providing comprehensive financial advice and services to individuals and small business owners. Contact Jonathan Hunter at Ameriprise Financial Services, LLC for expert financial guidance and support.
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Edward Jones - Financial Advisor: Jeff Dagher, AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Jeff Dagher, AAMS™|CRPC™ is a reputable finance institution located at 9912 East Grand River Avenue in Brighton, Michigan. Jeff Dagher, a certified financial advisor with designations as an AAMS™ and CRPC™, offers personalized financial planning and investment services to help clients achieve their financial goals. With a strong focus on building long-term relationships, Jeff provides expert guidance and tailored solutions to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Jeff Dagher, AAMS™|CRPC™ is dedicated to helping you secure a stable financial future.
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NJD CPA
● ClosedNJD CPA is a finance institution located at 2721 Maitland Drive in Ann Arbor, Michigan, United States. Our team of certified public accountants provides expert financial services to individuals and businesses, including tax preparation, auditing, and financial consulting. With a commitment to professionalism and excellence, NJD CPA is dedicated to helping our clients achieve their financial goals and navigate the complexities of the financial world.
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Thomas G Townsend - Financial Advisor, Ameriprise Financial Services, LLC
● OpenThomas G Townsend is a financial advisor at Ameriprise Financial Services, LLC located at 9475 Holly Road in Grand Blanc Township, Michigan, United States. Thomas 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 his expertise in asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Thomas is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their financial future.
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Lewis Duncan - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLewis Duncan is a highly qualified Financial Advisor at Ameriprise Financial Services, LLC located at 9475 Holly Road in Grand Blanc Township, Michigan, United States. Lewis 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®. Lewis 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 ethics and continuing education, Lewis ensures that clients receive the best strategies for asset management, estate planning, investment opportunities, and risk management. Lewis is also trained to assist military personnel and veterans with their financial needs. If you are looking for a trustworthy and knowledgeable financial advisor in the Grand Blanc Township area, Lewis Duncan is the right choice for you.
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Edward Jones - Financial Advisor: Brian T Dover, CFP®
● ClosedEdward Jones - Financial Advisor: Brian T Dover, CFP® is a reputable financial institution located at 801 West Ann Arbor Trail in Plymouth, Michigan, United States. As a Certified Financial Planner, Brian T Dover offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones is dedicated to providing top-notch financial services tailored to your individual needs. Trust Brian T Dover and the team at Edward Jones to guide you towards a secure financial future.
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John Loveland - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn Loveland is a Financial Advisor at Ameriprise Financial Services, LLC located at 43155 Main Street in Novi, Michigan, United States. John Loveland 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 reflect John Loveland's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Financial Advisor, John Loveland is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
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Craig Noonan - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedCraig Noonan - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 835 Mason Street, Dearborn, Michigan, United States, offers a range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Craig Noonan is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Craig Noonan can help you navigate the complex world of finance with confidence and expertise. Contact Craig Noonan today to start planning for a secure financial future.
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Meg Larson - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMeg Larson is a Financial Advisor at Ameriprise Financial Services, LLC located at 1301 West Long Lake Road in Troy, Michigan, United States. Meg 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®. Meg is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, retirement planning, investment strategies, and risk management, Meg is committed to helping clients achieve their financial goals. Contact Meg Larson today for personalized financial advice and guidance.
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Zeina Robinson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenZeina Robinson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 5440 Corporate Drive in Troy, Michigan, United States. Zeina Robinson 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, 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, investment strategies, estate planning, retirement planning, and more, Zeina Robinson is dedicated to providing comprehensive financial services to individuals and businesses. Contact Zeina Robinson for expert financial advice and guidance.
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J. Chubb CPA - James & Andrea Chubb
● ClosedJ. Chubb CPA - James & Andrea Chubb is a trusted accounting and finance institution located at 4390 Savoie Trail in West Bloomfield Township, Michigan, United States. With over 20 years of experience, our team of certified tax professionals specializes in tax planning, preparation, financial planning & investment, bookkeeping, business formation, and resolution for individuals and businesses of all sizes. Our tax experts will help you maximize deductions and credits to save big on your taxes. As a small family-owned business, we pride ourselves on providing top-notch tax services and have become one of the most trusted tax service providers in the area. Experience the convenience of paying your tax service bill online with our secure payment gateway. Contact James L. Chubb at (248) 943-2502 or Andrea Chubb at (248) 719-5817 for more information.
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Barbara Buschen - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBarbara Buschen - Financial Advisor, Ameriprise Financial Services, LLC, located at 1301 West Long Lake Road, Troy, Michigan, United States, offers a wide range of financial services to individuals and small business owners. Barbara Buschen holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Barbara Buschen specializes in serving domestic partners, seniors, and individuals with special needs. With a commitment to ethical standards and continuing education, Barbara Buschen provides personalized financial advice to help clients achieve their financial goals. Contact Barbara Buschen today for comprehensive financial planning services."
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Dan Mihaescu - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDan Mihaescu, a Financial Advisor at Ameriprise Financial Services, LLC, located at 24280 Woodward Avenue in Pleasant Ridge, Michigan, offers a wide range of financial services to meet the needs of individuals and small business owners. Dan Mihaescu holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. As a Chartered Financial Analyst® (CFA) and Certified Financial Planner™ (CFP®), Dan Mihaescu provides personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Dan Mihaescu is dedicated to helping you make informed choices and secure your financial future. Contact Dan Mihaescu today to schedule a consultation and start planning for a brighter financial tomorrow.
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Scott Van Overmeer - Financial Advisor, Ameriprise Financial Services, LLC
● OpenScott Van Overmeer is a Financial Advisor at Ameriprise Financial Services, LLC located at 5440 Corporate Drive, Troy, Michigan, United States. Scott 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®. Scott is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With expertise in asset management, estate planning, investment strategies, and risk management, Scott is committed to helping clients achieve their financial goals. Contact Scott Van Overmeer today for personalized financial advice and guidance.
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John Steves - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn Steves is a Financial Advisor at Ameriprise Financial Services, LLC located at 24280 Woodward Avenue in Pleasant Ridge, Michigan, United States. John Steves holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. John Steves is also a Chartered Financial Consultant® and a Certified Financial Planner™, ensuring that he provides the highest standard of financial planning services to his clients. Additionally, John Steves is a Certified Military Financial Advisor® (CFMA®) and is trained to serve veterans, active duty, Reserve, National Guard, and their families. Contact John Steves at Ameriprise Financial Services, LLC for comprehensive and personalized financial planning services.
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James MacDonald, CFP, CIMA - UBS Financial Services Inc.
● OpenJames MacDonald, CFP, CIMA - UBS Financial Services Inc. is a renowned financial institution located in Troy, Michigan, United States. As a Certified Financial Planner and Certified Investment Management Analyst, James MacDonald provides expert financial advice and services to clients looking to secure their financial future. With a strong reputation for professionalism and integrity, UBS Financial Services Inc. is a trusted partner for individuals seeking comprehensive financial planning, investment management, and wealth preservation strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, James MacDonald and his team at UBS Financial Services Inc. are dedicated to helping you achieve your financial goals.
2301 West Big Beaver Road Somerset Place Office Building, Troy, MI 48084, United StatesAdvertisements -
Kevin Hepner - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKevin Hepner, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1301 West Long Lake Road in Troy, Michigan, offers a range of financial services to help individuals and small business owners achieve their financial goals. Kevin 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Kevin's expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. Whether you are looking for advice on wealth transfers, retirement planning, or investment strategies, Kevin Hepner can provide personalized financial solutions tailored to your needs. With a commitment to ethical practices and ongoing education, Kevin Hepner is dedicated to helping clients make informed financial decisions for a secure future.
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Stephen Bratta - Financial Advisor, Ameriprise Financial Services, LLC
● OpenStephen Bratta is a Financial Advisor at Ameriprise Financial Services, LLC located at 50 W East Big Beaver Road, Troy, Michigan, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on providing personalized financial advice, Stephen Bratta is dedicated to helping individuals and small business owners achieve their financial goals. Whether you are looking for advice on investments, retirement planning, estate planning, or insurance products, Stephen Bratta is a trusted advisor who can provide comprehensive and tailored solutions to meet your financial needs.
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Edward Jones - Financial Advisor: Kimberly L Arnett, CFP®
● ClosedEdward Jones - Financial Advisor: Kimberly L Arnett, CFP® is a reputable financial institution located at 50219 Schoenherr Road in Shelby Township, Michigan. As a Certified Financial Planner, Kimberly Arnett provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building strong relationships and providing exceptional customer service, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the long term, Kimberly Arnett and her team are committed to helping you make informed decisions and navigate the complex world of finance.
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Ronald Haley - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRonald Haley is a financial advisor at Ameriprise Financial Services, LLC located at 101 West Big Beaver Road in Troy, Michigan, United States. Ronald holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment strategies, retirement planning, and other financial services. Ronald's goal is to provide comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Ronald is dedicated to helping clients achieve their financial goals and secure their financial future.
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The Mako Group CPAs, PLLC
● OpenThe Mako Group CPAs, PLLC is a reputable finance institution located at 19 Clifford Street in Detroit, Michigan, United States. Our team of certified public accountants provides expert financial services to individuals and businesses alike. With a focus on integrity and professionalism, we offer a wide range of accounting services including tax preparation, audit assistance, and financial consulting. Trust The Mako Group CPAs, PLLC to help you navigate the complexities of finance with precision and care.
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