Charitable giving strategies in Michigan

Planned Giving is a charitable institution located at 33 East College Street in Hillsdale, Michigan, United States. Our mission is to help individuals and families create a lasting impact through thoughtful estate planning and charitable giving. By working with our experienced team of professionals, donors can ensure that their philanthropic goals are met while also maximizing tax benefits and providing for future generations. Whether you are interested in establishing a scholarship fund, supporting a specific cause, or leaving a legacy gift, Planned Giving is here to help you make a difference in your community and beyond. Contact us today to learn more about how you can leave a lasting impact through planned giving.

Elite Wealth Strategies is a leading financial institution located at 28411 Northwestern Highway in Southfield, Michigan. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, our team is committed to providing tailored solutions to meet your needs. With a focus on transparency, integrity, and exceptional customer service, Elite Wealth Strategies is your trusted partner in building and preserving your wealth. Contact us today to schedule a consultation and take the first step towards financial security and success.

Thrivent Financial is a finance institution located at 487 Seel Drive in Adrian, Michigan, United States. We believe that everyone deserves a financial plan they can be confident about, and it all starts with the right financial advisor. Our goal is to understand your unique situation and goals so we can help you achieve financial success. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Whether you're just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities. We offer charitable planning options and generosity programs to help you give back to your community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity solutions.

Modern Woodmen Fraternal Financial, located at 117 South Main Street in Plainwell, Michigan, is an insurance agency that has been serving the community since 1883. As a member of Modern Woodmen of America, you can access a wide range of high-quality financial products to meet your current needs and plan for the future. Our financial representatives are dedicated to helping you achieve your goals and make a positive impact in your family and community. Visit our website to browse helpful tips and articles, update your information, and learn more about our member benefits and fraternal programs. Whether you're looking to secure your financial future or give back to your community, Modern Woodmen is here to support you every step of the way.

New York Life is an insurance agency located at 5088 Corp Exch Blvd SE in Grand Rapids, Michigan, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage that is customizable to your needs and budget, and the ability to invest policy cash value in the market. They also provide coverage for everyday tasks, lost income due to sickness or injury, professionally managed investments, bundled investments with low fees, and investments for education expenses. New York Life offers expertise and guidance to create investment strategies, help with estate planning, and insurance options for employees, executives, and business owners. They have a diverse and welcoming workplace, and have been recognized as an industry leader for over 175 years. Their mission is to make the world a better place through community engagement and charitable giving. With a workforce that reflects the communities they serve, New York Life is committed to helping families thrive and prosper. They offer resources, tools, and financial calculators to help individuals prepare for the future.

Modern Woodmen Fraternal Financial is a finance and insurance agency located at 2700 South Sprinkle Road in Kalamazoo, Michigan, United States. Since 1883, Modern Woodmen of America has been bringing people together, supporting families, and strengthening communities. As a financial representative, you can make a positive impact on your family and community by working with us. We offer a portfolio of high-quality financial products to help meet your current needs and achieve your future dreams. As a member of Modern Woodmen, you have access to fraternal member programs and the opportunity to impact your community. Our dedicated representatives have the knowledge and experience to help you make the right financial decisions. Visit our website to make payments, update your information, access account details, and learn more about our offerings. Join us in being part of something bigger than yourself and make a difference in your community with Modern Woodmen Fraternal Financial.

Northwestern Mutual Life Insurance Company - Matthew Megally, located at 4000 Town Center, Southfield, Michigan, United States, is a reputable insurance agency offering permanent policies with guaranteed death benefits and cash value growth. They provide long-term coverage that is customizable to your needs and budget, with the option to invest your policy's cash value in the market. The institution helps with everyday tasks, income replacement due to sickness or injury, professionally managed investments, and creating investment strategies for future financial needs. They offer insurance for employees, executives, and business owners, as well as solutions for small businesses. With a diverse and welcoming workplace, they have been recognized as an industry leader for over 175 years. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving. With a workforce that reflects the communities they serve, they are dedicated to helping families thrive. Get personalized solutions for your financial needs and goals, with resources and tools to help you plan for the future. Join Northwestern Mutual Life Insurance Company - Matthew Megally to protect your family and secure your financial future.

Persinger Richard D is a reputable institution located at 503 Century Lane in Holland, Michigan, United States. This institution is known for providing high-quality services and expertise in a variety of fields. With a team of experienced professionals, Persinger Richard D is dedicated to delivering exceptional results and exceeding the expectations of its clients. Whether you are in need of legal services, financial advice, or consulting, you can trust Persinger Richard D to provide you with the expertise and support you need. Visit them today to see how they can help you achieve your goals.

The Fraternal Order of Eagles is a community-based organization located at 25455 South River Road in Harrison Township, Michigan, United States. This institution is dedicated to supporting local communities through various charitable activities and events. Members of the Fraternal Order of Eagles work together to promote a sense of camaraderie and service, making a positive impact on those in need. Joining this organization provides individuals with opportunities to give back and make a difference in their community. Visit the Fraternal Order of Eagles in Harrison Township to learn more about how you can get involved and support their mission of helping others.

Wise Owl Consulting Inc is a reputable finance institution located at 5601 Ormond Road in White Lake charter Township, Michigan, United States. With a team of experienced financial experts, Wise Owl Consulting Inc offers a wide range of financial services including investment management, financial planning, and wealth management. Clients can trust in the expertise and guidance provided by Wise Owl Consulting Inc to help them achieve their financial goals and secure their financial future.

The Estate Planning Law Group, located at 332 East Main Street in Northville, Michigan, is a trusted law firm specializing in estate planning services. Our team of experienced lawyers is dedicated to helping individuals and families protect their assets and ensure their wishes are carried out through comprehensive estate plans. Whether you need assistance with wills, trusts, probate, or other estate planning matters, our knowledgeable attorneys are here to provide personalized guidance and support. Contact us today to schedule a consultation and start planning for your future.

Hanna & Jarbo, PLLC is a reputable finance institution located at 24681 Northwestern Highway in Southfield, Michigan, United States. With a team of experienced professionals, they offer a wide range of financial services to meet the needs of their clients. Whether you are looking for assistance with tax planning, investment management, or estate planning, Hanna & Jarbo, PLLC is dedicated to providing personalized solutions to help you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards securing your financial future.

The Estate Planning Law Group is a team of experienced lawyers located at 2211 Old Earhart Road in Ann Arbor, Michigan. Specializing in estate planning, our dedicated attorneys provide expert legal services to help clients protect their assets and plan for the future. Whether you need assistance with wills, trusts, or other aspects of estate planning, our knowledgeable team is here to guide you through the process. Trust the Estate Planning Law Group to help you secure your legacy and ensure your loved ones are taken care of.

The Grand Haven Area Community Foundation, located at 6 Sherman Avenue in Grand Haven, Michigan, is dedicated to advancing the well-being of the Northwest Ottawa area. By creating the best places to live, learn, work, give, and engage, the foundation enhances the quality of life for all residents in West Michigan. Through collaborative efforts, the foundation addresses challenges and opportunities to make a positive impact on the community. With a focus on grant priorities and community involvement, the foundation connects people, supports programs, and fosters change in various areas. In 2022, the foundation granted over $9 million back to the community, showcasing the power of collaboration and philanthropy. As part of their vision for the future, the foundation has moved to a new location at 6 Sherman Avenue.

Greenleaf Trust is a premier bank and financial institution located at 4000 Main Street in Petoskey, Michigan, United States. With a commitment to providing exceptional financial services and personalized wealth management solutions, Greenleaf Trust is dedicated to helping individuals and families achieve their financial goals. Whether you are looking for investment advice, estate planning services, or retirement planning strategies, our team of experienced professionals is here to assist you every step of the way. Trust Greenleaf Trust for all your banking and financial needs.

OsborneKlein - Ameriprise Financial Services, LLC, located at 600 Charlevoix Avenue in Petoskey, Michigan, is a finance institution offering personalized financial planning services. Their team of Ameriprise financial advisors are registered to conduct business in select U.S. states and provide consultations to discuss individual financial goals. While they cannot guarantee future financial results, they are dedicated to helping clients achieve their objectives. Clients can expect to receive tailored advice and recommendations to help them make informed decisions about their finances. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring that clients receive reliable and trustworthy financial guidance. Additionally, the institution prioritizes privacy and security, adhering to strict rules and regulations to protect their clients' information. If you refer a friend or family member to OsborneKlein, they can expect to hear from the team soon to start working towards their financial goals.

Regal Financial Group is a leading financial institution located at 465 North 3rd Street in Rogers City, Michigan, United States. As a trusted name in the finance industry, Regal Financial Group offers a wide range of financial services to meet the needs of individuals and businesses alike. From investment planning to retirement savings, their team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, Regal Financial Group is the go-to choice for all your financial needs.

Black Walnut Wealth Management - Traverse City Financial Advisor is a finance institution located at 13919 South West Bay Shore Drive in Traverse City, Michigan, United States. They specialize in reducing taxes, managing investments, and simplifying retirement for individuals, families, and private foundations in Traverse City and throughout Michigan. Their services include coordinating your entire financial picture, including taxes, estate planning, and investment management. They aim to proactively reduce taxes, manage investments, and coordinate your estate to minimize risk and avoid costly financial mistakes. As a fee-only fiduciary financial advisor, they are committed to your financial well-being and understand your concerns such as selling your business, generating consistent income, reducing taxes, managing investments, coordinating your estate, and maximizing retirement benefits. They serve areas in Northern Michigan such as Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Leland, Ludington, Manistee, Petoskey, Suttons Bay, Marquette, and Iron Mountain. Please note that their financial advice should not be construed as tax or legal advice. They are also certified by the Certified Financial Planner Board of Standards, Inc. (CFP Board). For more information, you can contact them at 231.421.7711 or visit their website.

Merrill Lynch Wealth Management, located at 333 West Grandview Parkway in Traverse City, Michigan, is a leading finance institution that offers a wide range of wealth planning services. The experienced advisors at this branch work with individuals, families, business owners, executives, and institutions to address their financial challenges and opportunities. They provide personalized financial strategies based on years of combined knowledge and experience in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. They work closely with clients to understand their goals and create long-term financial strategies tailored to their needs.

Callesen Wealth Management is a leading finance institution located at 331 1st Street in the picturesque town of Manistee, Michigan, United States. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a focus on tailored investment strategies and comprehensive financial planning, Callesen Wealth Management is committed to providing top-notch service and expertise to individuals and families seeking to grow and protect their wealth. Visit us today to see how we can help you reach your financial aspirations.

Thrivent is a finance institution located at 3794 North 48th Avenue, Mears, Michigan, United States. We believe in providing everyone with a financial plan they can be confident about, starting with the right financial advisor. Our services include matching you with resources based on your financial concerns, understanding your unique situation and goals, and creating strategies to help you achieve your financial goals. Money Canvas™ is a free virtual coaching service that helps you build healthier money habits at your own pace. Our financial advisors prioritize your needs to create a plan that aligns with what matters most to you, whether you are just starting out or nearing retirement. We also offer generosity programs and charitable planning options to give back to the community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity programs. Our goal is to help you make the most of all you've been given, achieve clarity, and live a more meaningful and generous life. Visit Thrivent.com for more information about our services and financial advisors.

Braeburn Wealth Management, LLC, located at 111 West Western Avenue in Muskegon, Michigan, is a finance institution dedicated to helping clients make informed financial decisions and unlock their wealth potential. With over 12 years of experience, our team is committed to providing personalized wealth management and financial planning services tailored to each client's unique needs. Whether you need assistance with investments, retirement planning, insurance, taxes, social security, or employer-sponsored retirement plans, we are here to help you navigate the complexities of personal finance. Our mission is to build long-term relationships with our clients, offering individual attention and genuine concern for their financial well-being. Trust Braeburn Wealth Management to help you achieve your financial goals and secure your future.

West Michigan Advisors is a finance institution located at 301 Hoover Boulevard in Holland, Michigan, United States. Our team of trusted financial advisors is here to help you navigate life transitions and create a personalized financial plan that brings peace of mind. We believe that financial planning should be personal, focusing on your story, dreams, and family. Our experienced advisors will work with you to craft a plan that aligns with your goals and helps you secure a legacy for your loved ones. As a fiduciary, we are committed to acting in your best interest and offering solutions tailored to your lifestyle. While we primarily work with clients investing $250,000 or more, we do not have a minimum requirement to engage our services. Whether you're planning for retirement or preparing for a recession, our team is here to provide guidance and support every step of the way. Download our free resources to start planning for your financial future with confidence.

Pathway Financial Design, LLC is a finance institution located at 833 East 16th Street in Holland, Michigan, United States. We specialize in providing personalized financial planning and investment management services to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to creating customized financial strategies that align with our clients' unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Pathway Financial Design, LLC is here to guide you on the path to financial success.

Allworth Financial is a leading finance institution located at 4320 44th Street Southwest in Grandville, Michigan, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Allworth Financial is here to provide expert guidance and support. Contact us today to schedule a consultation and start building a secure financial future.

Royal Securities is a finance and insurance agency located at 4095 Chicago Drive Southwest, Grandville, Michigan, United States. Founded in May 1998, we have navigated through various financial crises and market fluctuations to provide our clients with personalized, value-added service. Our mission is to achieve excellence in our profession by assisting affluent clients in making proper financial decisions. We prioritize integrity, professionalism, and understanding of our clients' financial situations to help them reach their goals. We use investments that have historically shown quality and sustainability in different market cycles. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Our Registered Representatives are available to discuss and transact securities business with residents of various states. Thank you for choosing Royal Securities, we look forward to working with you.

Legacy Financial Network is a trusted finance institution located at 1676 Viewpond Drive Southeast in Kentwood, Michigan, United States. With a focus on providing personalized financial solutions, Legacy Financial Network offers a wide range of services including investment planning, retirement planning, and wealth management. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Legacy Financial Network can help you reach your financial aspirations.

Integrity Financial Group in Grand Rapids is a trusted finance institution located at 144 44th Street Southwest in Grand Rapids, Michigan. With a commitment to honesty and transparency, our team of financial experts provides personalized services to help clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Integrity Financial Group is dedicated to helping you secure a stable financial future. Contact us today to schedule a consultation and take the first step towards financial success.

Merrill Lynch Financial Advisor Brad A Collar is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Brad Collar has been a Wealth Management Advisor in the Grand Rapids Merrill office since 1990, focusing on total wealth management tailored to each client's risk tolerance, time horizon, liquidity needs, and investment goals. Brad works closely with clients to understand their specific situations, establish objectives, develop strategies, recommend advice, and review progress towards reaching financial goals. Clients can expect personalized advice and access to specialized investment services. With a defined process and access to Merrill specialists, Brad helps clients manage their financial lives and pursue their goals through personalized wealth management strategies. The institution offers Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service, providing access to investment insights and banking solutions. By focusing on what matters most to clients - family, goals, and priorities - the institution helps clients pursue financial goals and manage investment risk. With a deep understanding of each client's financial picture, Brad can create flexible strategies to navigate changing market conditions and provide access to Merrill's investment insights and Bank of America's banking solutions. The institution believes in a personalized approach that helps clients manage, grow, and preserve their wealth, while considering long-term impacts. Through conversations, financial planning, and regular reviews, Merrill Lynch Financial Advisor Brad A Collar helps clients navigate life changes and stay on track to achieve their financial goals.

Kanai Wealth Management Group is a finance institution located at 2050 Celadon Drive Northeast, Grand Rapids, Michigan, United States. True wealth is more than just money, it's about living your life freely, ensuring a legacy for future generations, spending time well, and having confidence in your future. At Kanai Wealth Management Group, our team of financial advisors is dedicated to helping clients pursue their financial goals, whether they are just starting out, preparing for retirement, or already enjoying their golden years. From young professionals looking to expand their families to retirees seeking to protect their assets, we provide personalized financial planning and investment strategies to help clients achieve true financial freedom. Our services include tax planning, estate planning, and one-on-one support for complex financial needs. Our advisors have been recognized by Forbes, InvestmentNews, and Barron's Magazine for their expertise and commitment to excellence. Securities and advisory services are offered through Cetera Advisor Networks LLC and CWM, LLC, with a focus on providing tailored solutions to meet each client's unique financial objectives. For more information, visit our website or contact us for a consultation.