Charitable giving strategies in Michigan
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Harbor Wealth Advisors of Raymond James
Harbor Wealth Advisors of Raymond James is a finance institution located at 325 North Old Woodward Avenue in Birmingham, Michigan, United States. Our team of experienced advisors offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, we strive to empower our clients to make informed decisions about their financial future. Trust Harbor Wealth Advisors of Raymond James to provide expert guidance and support as you navigate the complexities of the financial market.
Robert Potter - Private Wealth Advisor, Ameriprise Financial Services, LLC
Robert Potter - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5440 Corporate Drive in Troy, Michigan, offers a wide range of financial services to meet the needs of individuals and businesses. Robert Potter holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on ethical practices and continuous education, Robert Potter is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Robert Potter is committed to providing sound financial advice and guidance. Contact Robert Potter today to learn more about how he can help you secure your financial future.
Buckingham Strategic Wealth
Buckingham Strategic Wealth, located at 1055 East South Boulevard in Rochester Hills, Michigan, is a finance institution dedicated to providing peace of mind to clients through comprehensive financial planning services. The team at Buckingham Strategic Wealth focuses on helping clients preserve and grow their assets to meet their personal goals, while staying calm, strategic, and focused on navigating the challenges of financial markets. With a history of providing advisory services since 2000, the team at Buckingham Strategic Wealth offers fiduciary advice on a range of financial planning topics including goal setting, estate planning, tax efficiency, charitable giving, and college planning. By leveraging Buckingham's extensive resources, the team is able to constantly monitor and adjust financial plans to help clients achieve success.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is a finance institution that offers personalized wealth management services to clients. The dedicated financial advisors at this branch believe in creating customized strategies tailored to each client's unique financial goals, whether big or small. With a focus on retirement planning, investment guidance, estate planning, and more, the advisors at Merrill Lynch Wealth Management provide comprehensive financial solutions to help clients achieve their long-term objectives. Additionally, the institution is actively involved in charitable initiatives to support the communities in which they operate. As a client of Merrill Lynch, you have access to a team of knowledgeable advisors who prioritize your financial well-being and work closely with you to create a personalized financial plan. With a strong emphasis on ongoing professional development and mentorship, Merrill Lynch Wealth Management is committed to helping clients navigate the complexities of the financial market and achieve their financial goals.
Merrill Lynch Financial Advisor Karen Huntsman Miller
eding financial advice and services, Merrill Lynch Financial Advisor Karen Huntsman Miller is a trusted institution located at 17000 Kercheval Avenue in Grosse Pointe, Michigan, United States. Specializing in finance, Karen Huntsman Miller provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships, this institution is dedicated to providing expert guidance and support to individuals seeking to secure their financial future.
Edward Jones - Financial Advisor: Mark R Lundquist
Edward Jones - Financial Advisor: Mark R Lundquist is a reputable finance institution located at 36134 Green Street in New Baltimore, Michigan, United States. Mark R Lundquist is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Mark R Lundquist can provide personalized guidance and tailored solutions to meet your needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mark R Lundquist is a reliable choice for all your financial planning needs.
Edward Jones - Financial Advisor: Janelle L Micks, CFP®
Edward Jones - Financial Advisor: Janelle L Micks, CFP® is a reputable finance institution located at 68385 Main Street in Richmond, Michigan, United States. Specializing in providing personalized financial advice and services, Janelle L Micks, a Certified Financial Planner, offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored solutions, this institution is dedicated to helping individuals and families secure their financial future.
H&R Block
H&R Block is a renowned accounting and finance institution located at 2331 South State Road in Ionia, Michigan, United States. With a team of skilled professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is committed to providing reliable and efficient financial solutions to help you achieve your goals. Visit us today to experience the expertise and exceptional service that sets H&R Block apart from the rest.
S & S Tax Service
S & S Tax Service is a trusted finance institution located at 38701 West Seven Mile Road in Livonia, Michigan. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, filing, or planning, we are here to assist you every step of the way. With our expertise and personalized approach, you can trust S & S Tax Service to help you navigate the complexities of the tax system and maximize your financial well-being. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
Liberty Tax
Liberty Tax is a finance institution located at 258 West Nine Mile Road in Ferndale, Michigan, United States. They offer a range of tax services including tax preparation, filing, and consulting to help individuals and businesses navigate the complexities of the tax system. With knowledgeable professionals and a commitment to customer service, Liberty Tax strives to provide reliable and accurate financial solutions to their clients. Whether you need assistance with your personal taxes or require help with your business finances, Liberty Tax is dedicated to helping you achieve financial success.
H&R Block
H&R Block is a reputable accounting and finance institution located at 7549 East 9 Mile Road in Warren, Michigan, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is here to help. Trustworthy and reliable, H&R Block is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world.
Pat's Accurate Tax & Pro Services
Pat's Accurate Tax & Pro Services is a reputable accounting and finance institution located at 701 North Teal Lake Avenue in Negaunee, Michigan, United States. With a team of experienced professionals, they provide accurate and reliable tax preparation services to individuals and businesses. Additionally, they offer a range of financial services to help clients effectively manage their finances. Whether you need assistance with tax planning, bookkeeping, or financial consulting, Pat's Accurate Tax & Pro Services is dedicated to providing top-notch service to meet your needs.
Tax Management Association
The Tax Management Association is a renowned institution located at 8571 West Grand River Avenue in Brighton, Michigan. Specializing in accounting and finance, this institution provides top-notch education and training for professionals in the field of tax management. With a focus on staying up-to-date with the latest industry trends and regulations, the Tax Management Association is committed to helping individuals excel in their careers and achieve success in the ever-evolving world of finance.
Tax Solution Center
The Tax Solution Center is a leading accounting and finance institution located at 41479 Michigan Avenue in Canton, Michigan. Our team of experienced professionals provides comprehensive tax solutions and financial services to individuals and businesses in the United States. Whether you need help with tax preparation, planning, or resolution, our experts are here to assist you every step of the way. Trust the Tax Solution Center to handle all of your accounting and finance needs with precision and expertise.
RealtyNetWorth.com Real Estate Brokerage, Consulting & Accounting
RealtyNetWorth.com Real Estate Brokerage, Consulting & Accounting is a comprehensive institution located at 6515 Highland Road in Waterford Township, Michigan. Specializing in accounting, finance, and real estate agency services, we offer a unique approach to managing your property holdings with a lifelong perspective integrated into your overall net worth. Our portfolio includes on-market properties in cities such as Fenton, Linden, Holly, and Hartland, with options ranging from homes with 5 acres to lakefront properties on Lake Shannon. As the exclusive provider of YourSpace24/7, we offer knowledgeable and personable brokerage and consulting services throughout Michigan, from Oakland to Genesee, Livingston to Washtenaw, and even in west central Florida. Our goal is to be your 'first stop' broker for life, providing advice and guidance based on years of experience and expertise. We also offer professional referral screening at no cost, ensuring that you receive the best service and support throughout your real estate transactions.
Citizen Tax Service & Advisors
Citizen Tax Service & Advisors is a trusted institution located at 20721 Dequindre Road in Hazel Park, Michigan, United States. Our team of experienced tax professionals provides a wide range of services to help individuals and businesses navigate the complexities of tax laws and regulations. From tax preparation and planning to IRS representation and financial advising, we are committed to helping our clients achieve their financial goals. With personalized service and attention to detail, we strive to make the tax process as smooth and efficient as possible. Trust Citizen Tax Service & Advisors for all your tax needs.
American Tax Services
American Tax Services is a reputable accounting and finance institution located at 14380 Gratiot Avenue in Detroit, Michigan. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our goal is to help our clients navigate the complex world of taxes and finances, ensuring they are in compliance with all regulations while maximizing their financial opportunities. Whether you need assistance with tax preparation, planning, or consulting, American Tax Services is here to help. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
Tina's Tax Service LLC
Tina's Tax Service LLC is a professional tax preparation firm located at 18600 Florence Street in Roseville, Michigan. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services to individuals and businesses in the United States. Whether you need help with filing your taxes, maximizing your deductions, or resolving tax issues, we are here to help. Trust Tina's Tax Service LLC for all your tax needs.
Thrivent Financial
Welcome to Thrivent Financial, located at 8821 Cornelia Road, Baroda, Michigan. We are a dedicated financial services organization committed to helping you achieve financial confidence and clarity. At Thrivent, we believe everyone deserves a financial plan tailored to their unique needs and aspirations. Our approach begins with understanding your personal situation and goals. From there, our expert financial advisors work with you to identify strategies and solutions designed to help you reach your objectives. Whether you’re just starting out, building a strong financial foundation, or planning for retirement, we’re here to guide you through the opportunities and challenges that life presents.
Thrivent Financial-Lutherans
Welcome to Thrivent Financial-Lutherans, located at 800 Ship Street, St. Joseph, Michigan. As a trusted name in finance and insurance, we are dedicated to helping you create a financial plan that you can be confident about. Our approach begins with understanding your unique situation and goals, allowing us to tailor strategies and solutions that align with what matters most to you. Whether you're just starting your financial journey, building a solid foundation, or approaching retirement, our experienced financial advisors are here to guide you through life's opportunities and challenges. We offer a range of services including financial planning, investments, insurance, and banking, all designed to help you achieve clarity and move forward with confidence.
United Way of Southwest Michigan
United Way of Southwest Michigan is a dedicated nonprofit organization located at 2015 Lakeview Avenue, St. Joseph, Michigan. Committed to improving the quality of life for individuals and families in our community, we focus on education, financial stability, health, and basic needs. By partnering with local businesses, community leaders, and volunteers, we strive to create lasting change and address the most pressing issues facing Southwest Michigan. Our initiatives and programs are designed to empower individuals, support families, and strengthen the community as a whole. Join us in making a difference and building a brighter future for everyone in the region. Visit our website to learn more about our work, volunteer opportunities, and how you can contribute to our mission.
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