TOP 10 Comprehensive financial planning in Muskegon, MI
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Northwestern Mutual Financial
Northwestern Mutual Financial, located at 380 West Western Avenue in Muskegon, Michigan, is a finance and insurance agency dedicated to helping individuals protect their families and achieve their financial goals. With a team of experienced advisors, Northwestern Mutual offers personalized plans that balance current priorities with future aspirations. As a top-ranked independent investment broker-dealer and recognized for exceptional customer experience, Northwestern Mutual provides a wide range of financial options, including investments and insurance, tailored to individual goals. The institution's commitment to diversity and inclusion is evident in its support of employees, advisors, clients, and communities. By creating a culture of respect and recognition, Northwestern Mutual aims to empower individuals to live the life they've always wanted through comprehensive financial planning. Connect with a Northwestern Mutual advisor today to start planning for a secure and prosperous future.
Merrill Lynch Financial Advisor Gregory G De Voursney
Merrill Lynch Financial Advisor Gregory G. DeVoursney, located at 380 West Western Avenue in Muskegon, Michigan, is a Vice President and Senior Financial Advisor with over 25 years of experience in the financial services industry. Greg holds a BBA from the University of Notre Dame and specializes in developing customized investment portfolios for retirees, professionals, business owners, and high net worth individuals seeking financial independence. Greg's approach is centered on building strong client relationships based on trust and personalized service. He believes in creating a personalized plan tailored to each client's goals and priorities, whether it's saving for retirement, funding a child's education, or planning for future generations. With access to the global resources of Merrill, Greg's team is dedicated to helping clients achieve their financial goals.
Brickley DeLong, PC - Muskegon
Brickley DeLong, PC in Muskegon, Michigan is a reputable accounting and finance institution located at 221 West Webster Avenue. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need assistance with tax compliance or financial strategy, Brickley DeLong, PC is dedicated to helping you achieve your financial goals.
Cecilia Hinkle-Wisniewski - UBS Financial Services Inc.
Cecilia Hinkle-Wisniewski - UBS Financial Services Inc. is a reputable financial institution located at 945 West Norton Avenue in Muskegon, Michigan, United States. Specializing in finance, this institution provides a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Cecilia Hinkle-Wisniewski - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial solutions to their clients. Whether you are looking to invest, plan for retirement, or manage your wealth, this institution can provide expert guidance and support to help you make informed decisions.
Mark Wielinga - Financial Advisor, Ameriprise Financial Services, LLC
Mark Wielinga - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 700 Terrace Point Drive in Muskegon, Michigan, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. From AAMS™ certification to APMA™ and AWMA℠ certifications, the advisors at Ameriprise Financial Services, LLC have the knowledge and expertise to address the diverse needs of individuals seeking financial guidance. Additionally, the institution offers specialized certifications such as the Certified Divorce Financial Analyst and the Chartered Financial Analyst® designation, demonstrating their commitment to providing comprehensive financial planning services. Whether you are planning for retirement, managing assets, or navigating complex financial situations, the advisors at Ameriprise Financial Services, LLC are prepared to help you achieve your financial goals.
Edward Jones - Financial Advisor: Jim Weidner
Edward Jones - Financial Advisor: Jim Weidner is a reputable finance institution located at 1848 East Sherman Boulevard in Muskegon, Michigan, United States. Jim Weidner, a professional financial advisor, offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Jim provides expert guidance on investments, retirement planning, insurance, and more. Clients can trust Edward Jones - Financial Advisor: Jim Weidner for reliable and comprehensive financial advice tailored to their individual needs.
Farmers Insurance - Jeffery Welch
Farmers Insurance - Jeffery Welch is a local insurance agency located at 1597 West Sherman Boulevard in Muskegon, Michigan. Jeffery Welch, a lifelong Michigan resident with over twenty years of insurance industry experience, is proud to serve the community and surrounding areas. The agency is family-run, with Jeffery's father also being a Farmers agent and his mother serving as a CSR. They are dedicated to providing the best coverage options for auto, home, business, specialty insurance, and more. The agency is conveniently located near the Sherman Bowling Center and is easily accessible for all your insurance needs. Whether you need help navigating the new Michigan auto insurance law or reviewing your current policies, the Jeffery Welch Agency is here to help. They offer comprehensive coverage options, competitive rates, and multi-line insurance discounts to help you save money.
Farmers Insurance - Allanger Salgado Agency
Located at 752 Pine Street in Muskegon, Michigan, the Farmers Insurance - Allanger Salgado Agency is your go-to insurance agency for all your coverage needs. As a local Farmers® agent, we specialize in helping customers like you find the best insurance options tailored to your specific requirements. Whether you need auto, home, renters, business insurance, or more, we have the knowledge and expertise to guide you through the process and ensure you are well-informed about your coverage choices. With over 80 years of experience, Farmers® has a proven track record of providing reliable insurance products to protect your most valuable assets. From competitive rates to multi-line insurance discounts, we offer comprehensive coverage options to suit your budget and lifestyle. Our team is dedicated to helping you select the right insurance coverage to meet your needs.
Jason Ryan - State Farm Insurance Agent
Jason Ryan - State Farm Insurance Agent is an insurance agency located at 2485 Holton Road in Muskegon, Michigan. They are conveniently situated 3/4 mile East of US 31 on M120, between River Rd and Pillon Rd. This agency offers a wide range of insurance services, including auto insurance, home insurance, life insurance, renters insurance, business insurance, boat insurance, motorcycle insurance, and pet insurance. As a State Farm Agent, Jason Ryan has been serving the community of Muskegon, Twin Lake, Holton, and all of West Michigan since 2014. With a background in entrepreneurship and hospitality, Jason and his team are dedicated to providing exceptional customer service and creating personalized insurance plans to meet the individual needs of each client.
Rederstorf Tax Services
Rederstorf Tax Services is a leading accounting and finance institution located at 3352 MacArthur Road in Muskegon, Michigan, United States. With a team of experienced professionals, we specialize in providing comprehensive tax services to individuals and businesses. Our services include tax preparation, planning, and consulting to help our clients navigate the complex world of taxation. Trust Rederstorf Tax Services to provide you with accurate and reliable financial solutions tailored to your specific needs.
Mc Neill Jenny L
Mc Neill Jenny L is a reputable law firm located at 435 Whitehall Road in North Muskegon, Michigan. Specializing in various areas of law, the firm is dedicated to providing top-quality legal services to clients in need. With years of experience and a strong track record of success, Mc Neill Jenny L is committed to advocating for their clients' best interests and achieving favorable outcomes. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, the skilled attorneys at Mc Neill Jenny L are here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
Al Kowalski - Raymond James
Al Kowalski - Raymond James is a leading financial institution located at 700 Terrace Point Drive in Muskegon, Michigan. Specializing in wealth management, investment advisory services, and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and a focus on long-term success, Al Kowalski - Raymond James is a trusted partner for individuals and businesses seeking expert financial guidance. Visit us today to learn more about our comprehensive range of services and how we can help you secure a sound financial future.
Steve Dangel - Raymond James
Steve Dangel - Raymond James is a finance institution located at 700 Terrace Point Drive in Muskegon, Michigan, United States. With a focus on providing comprehensive financial planning and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, we offer personalized guidance and tailored solutions to meet your individual needs. Trust in Steve Dangel - Raymond James to provide you with expert financial advice and superior customer service.
Gregory L LaPres CPA
Gregory L LaPres CPA is a reputable accounting and finance institution located at 3145 Henry Street in Muskegon, Michigan, United States. With a team of experienced professionals, they offer a wide range of accounting services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Gregory L LaPres CPA is dedicated to providing personalized and reliable assistance to meet your financial needs. Contact them today to schedule a consultation and take control of your finances.
Howell Accounting & Tax Services
Howell Accounting & Tax Services is a reputable accounting and finance institution located at 407 West Webster Avenue in Muskegon, Michigan, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart from other accounting firms in the area. Whether you are an individual or a business owner, Howell Accounting & Tax Services is dedicated to helping you achieve your financial goals.
Hungerford Nichols CPAs + Advisors
Hungerford Nichols CPAs Advisors is a renowned institution located at 4927 Stariha Drive in Muskegon, Michigan, United States. Specializing in accounting and finance services, Hungerford has been a trusted partner for clients since 1941. With a dedicated team of professionals, they offer a wide range of services including business advisory solutions, tax, audit, accounting, business valuation, fraud and litigation, wealth management, and IT services. With over 80 years of experience, Hungerford has been a pillar in the West Michigan community, providing expert guidance and support through various economic cycles. As an independent firm, they prioritize their client's best interests and offer personalized advice through comprehensive planning. Their technology department is revolutionizing IT support, ensuring that clients are not faced with surprise invoices or unexpected expenses. Hungerford is committed to helping clients achieve financial success and live in harmony with their values. Trust Hungerford Nichols CPAs Advisors to be your reliable partner on the journey to greater success.
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