Comprehensive financial planning services in Washington, MI
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Diversified Financial Services, Inc
● OpenDiversified Financial Services, Inc is a reputable finance institution located at 65905 Van Dyke Avenue in Washington, Michigan, United States. With a focus on providing a wide range of financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with investment planning, retirement savings, or wealth management, Diversified Financial Services, Inc is committed to providing personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.
65905 Van Dyke Ave, Washington, MI 48095, United States -
Gunnar Gavin, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedGunnar Gavin, Bankers Life Agent and Bankers Life Securities Financial Representative is a trusted insurance agency located at 1760 Forest Ridge Drive, Traverse City, Michigan, United States. As a financial advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Gunnar Gavin offers a range of insurance options from companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage, Gunnar Gavin can help you navigate the complexities of Medicare and find the best plan for your needs. With Medicare Advantage, you can enjoy all-in-one coverage that combines Parts A and B in a single plan.
1760 Forest Ridge Dr Ste B, Traverse City, MI 49686, United States -
Carrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedCarrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative in Grand Rapids, Michigan, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor, Carrie Durr specializes in helping clients navigate the complexities of Medicare Advantage plans to find the best coverage for their needs. Medicare Advantage Plans offer comprehensive coverage, including prescription drug coverage, with some plans even offering $0 monthly premiums. With the rising costs of healthcare and the inevitability of needing long-term care, it's crucial to have a plan in place. Carrie Durr is here to help you start planning for the future and have important discussions with your loved ones. Visit Carrie Durr, Bankers Life Agent and Bankers Life Securities Financial Representative in Grand Rapids to secure your financial future today.
3350 Eagle Park Dr NE #104, Grand Rapids, MI 49525, United States -
Janet Williams, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedJanet Williams, Bankers Life Agent and Bankers Life Securities Financial Representative in Clarkston, MI, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Located at 6770 Dixie Highway in the City of the Village of Clarkston, Michigan, our agency specializes in Medicare Advantage plans, providing all-in-one coverage options that include prescription drug coverage. With the rising costs of healthcare and the need for long-term care becoming more prevalent, it's crucial to start planning for the future. Contact Janet Williams today to discuss your insurance needs and take the next step towards financial security.
6770 Dixie Hwy Ste 306, City of the Village of Clarkston, MI 48346, United States -
Rutkowski Law Firm Asset Protection & Estate Planning
● OpenRutkowski Law Firm Asset Protection & Estate Planning is a leading institution in Michigan, specializing in estate planning, asset protection, Medicaid planning, and elder law. Located at 420 Washington Boulevard in Detroit, Michigan, our firm offers private and convenient virtual meetings as well as in-person consultations to provide peace of mind through thoughtful planning. Our dedicated team works closely with clients to address their goals and concerns, ensuring that their plans and objectives are met. We handle a range of services including financial properties, tax planning, medical and financial decisions, inheritance security, and more. By taking a personal approach and collaborating with financial advisors, accountants, and insurance agents, we strive to meet all of our clients' needs and desires.
420 Washington Blvd STE 301, Detroit, MI 48226, United States -
Taylor Leali & Collins Accounting Services
● OpenTaylor Leali & Collins Accounting Services is a reputable accounting and finance institution located at 32 North Washington Street in Ypsilanti, Michigan, United States. With a team of experienced professionals, we provide top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help you navigate the complexities of the financial world. Trust Taylor Leali & Collins Accounting Services for all your accounting needs.
32 N Washington St #8, Ypsilanti, MI 48197, United States -
Oliver Financial Planning, LLC
● OpenOliver Financial Planning, LLC is a leading finance institution located at 202 East Washington Street in Ann Arbor, Michigan, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive financial planning services. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are 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.
202 E Washington St #303, Ann Arbor, MI 48104, United States -
Edward Jones - Financial Advisor: Andrew Hunter, CFP®
● ClosedEdward Jones - Financial Advisor: Andrew Hunter, CFP® is a leading financial institution located at 21 North Washington Street in Michigan, United States. As a Certified Financial Planner, Andrew Hunter offers expert advice and personalized financial solutions to help clients achieve their long-term financial goals. With a focus on building strong, lasting relationships, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Contact Andrew Hunter today to start planning for a secure financial future.
21 N Washington St, Oxford, MI 48371, United States -
Edward Jones - Financial Advisor: Michael Awwad
● OpenEdward Jones - Financial Advisor: Michael Awwad is a well-established finance institution located at 58047 Van Dyke Avenue in Washington, Michigan, United States. Michael Awwad is a trusted and experienced financial advisor who offers personalized investment strategies and financial planning services 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, Michael Awwad can provide expert guidance and support. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Michael Awwad is dedicated to helping individuals and families secure their financial future.
58047 Van Dyke Ave Suite 201, Washington, MI 48094, United States -
KMG Financial Services
● ClosedKMG Financial Services, located at 41 Washington Avenue in Grand Haven, Michigan, is a trusted institution specializing in accounting and finance. With years of experience, our team assists clients in preparing for the unknown while achieving their financial goals. We offer a range of services including personal and business tax preparation, bookkeeping, and payroll services tailored to individual needs. Bookkeeping and accounting are essential for any business, and our dedicated team will work closely with you to understand your business and provide recommendations to save you time and money. At KMG, we are dedicated to providing personalized solutions for both personal and business needs. Visit us at Harbourfront Place Building 41 Washington Ave STE 280B in Grand Haven, MI to learn more about how we can help you achieve financial success.
41 Washington Ave #280b, Grand Haven, MI 49417, United States -
Cathleen Wheeler, Bankers Life Agent
● ClosedCathleen Wheeler, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the best coverage for their needs. Medicare Advantage is an all-in-one alternative to Original Medicare, offering similar coverage with the option for prescription drug coverage. Our plans include an annual maximum out-of-pocket limit, with some plans available for as low as $0 per month. With the rising costs of healthcare and increasing life expectancy, long-term care planning is essential. Our agents are here to help you start planning for the future and have important discussions with your loved ones. Contact us today to begin planning your next steps.
1760 Forest Ridge Dr Ste B, Traverse City, MI 49686, United States -
Nate Bowers Farmers Insurance
● ClosedNate Bowers Farmers Insurance is a trusted insurance agency located at 1103 Washington Avenue in Holland, Michigan, United States. As a local Farmers® agent, we specialize in helping customers find the best insurance coverage tailored to their individual needs. Whether you are looking for auto, home, renters, business insurance, or more, we have the knowledge and experience to guide you through the process and ensure you understand your options. Our agency offers comprehensive coverage options, competitive rates, and discounts to help you save money on your insurance premiums. We also provide personalized service to help you create a financial plan that meets your goals and protects your assets and future earnings.
1103 Washington Ave ste 24, Holland, MI 49423, United States -
Merriweather Insurance
● ClosedMerriweather Insurance is a local Farmers® agency located at 4681 Washington Street, Hamilton, Michigan, United States. As your trusted insurance agent, we are dedicated to helping you find the best insurance coverage tailored to your needs. Whether you are looking for auto, home, renters, business insurance, or more, we have the knowledge and experience to guide you through the process. We can help you understand your coverage options, including comprehensive coverage, collision coverage, deductibles, and medical payments. Our goal is to make you smarter about insurance and ensure that you are adequately protected. With over 80 years of experience, Farmers® has a proven track record of providing reliable insurance products. We offer competitive rates and multi-line insurance discounts to help you save money. Whether you are a homeowner, renter, small business owner, or condo owner, we have the right insurance solutions for you. We also specialize in recreational insurance, including coverage for motorcycles, boats, ATVs, and more. By bundling policies, such as auto, home, or multiple recreational products, you can save even more.
4681 Washington St, Hamilton, MI 49419, United States -
Jacob Stevenson, Bankers Life Agent
● ClosedJacob Stevenson, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan, United States. Our knowledgeable agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to ensure they have the right coverage. With the rising costs of healthcare and increasing life expectancy, planning for long-term care is essential. Our team is here to help you prepare for the future and have important discussions with your loved ones. Contact us today to start planning your next steps towards financial security and peace of mind.
1760 Forest Ridge Dr Ste B, Traverse City, MI 49686, United States -
Beth Wills, Bankers Life Agent
● ClosedBeth Wills, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage is an all-in-one alternative to Original Medicare Parts A and B, with the option for prescription drug coverage. Our plans include an annual maximum out of pocket limit, and some even offer premiums as low as $0 per month. With the rising costs of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with your loved ones. Contact us today to start planning for your future.
1760 Forest Ridge Dr Ste B, Traverse City, MI 49686, United States -
Trevor Kolle, Bankers Life Agent
● ClosedTrevor Kolle, Bankers Life Agent is an insurance agency located at 1760 Forest Ridge Drive in Traverse City, Michigan, United States. Our agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the option of prescription drug coverage (Part D). These plans include an annual maximum out-of-pocket limit, and some even have premiums as low as $0 per month.
1760 Forest Ridge Dr Ste B, Traverse City, MI 49686, United States -
Farmers Insurance - Scott Jost
● ClosedFarmers Insurance - Scott Jost is an insurance agency located at 3340 Prospect Street in Hudsonville, Michigan, United States. As a local Farmers® agent near Terra Square in Hudsonville, MI, Scott Jost is dedicated to being your trusted adviser and ensuring that you are properly covered. With over 10 years of experience, Scott has the knowledge and tools to help you understand your insurance options, whether it's for auto, home, renters, business insurance, and more. Scott can help demystify terms like comprehensive coverage, deductibles, and medical payments, so you can have peace of mind knowing you're protected. Whether you're looking for car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or recreational insurance for your motorcycle, boat, ATV, or other outdoor vehicles, Scott Jost can help you customize a policy that fits your needs and budget. By bundling policies, you may even save money on your insurance coverage.
3340 Prospect St, Hudsonville, MI 49426, United States -
Maxx Maxwell, Bankers Life Agent
● ClosedMaxx Maxwell, Bankers Life Agent is an insurance agency located at 3350 Eagle Park Drive Northeast in Grand Rapids, Michigan. Our dedicated agents offer a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of our specialties is helping clients navigate their Medicare options. We can assist you in comparing Medicare Advantage plans to ensure you have the right coverage for your needs. Medicare Advantage offers comprehensive coverage, including prescription drug benefits, with some plans even offering $0 monthly premiums.
3350 Eagle Park Dr NE #104, Grand Rapids, MI 49525, United States -
Treyvanna Brown, Bankers Life Agent
● ClosedTreyvanna Brown, Bankers Life Agent in Portage, Michigan, offers a wide range of insurance options including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As an insurance sales representative, Treyvanna Brown can help you navigate the complexities of Medicare Advantage plans and assist you in finding the right coverage for your needs. With the rising costs of healthcare and the increasing importance of long-term care planning, Treyvanna Brown is here to help you prepare for the future and have important discussions with your loved ones. Visit our office at 950 Trade Centre Way in Portage, MI to start planning your next steps towards financial security and peace of mind.
950 Trade Centre Way Ste 325, Portage, MI 49002, United States -
Robert Gerren, Bankers Life Agent
● ClosedRobert Gerren is an Insurance Sales Representative located in Portage, Michigan. Our agency offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage is an all-in-one alternative to Original Medicare, offering similar coverage with the option for prescription drug coverage. Our plans include an annual maximum out of pocket limit, with some plans offering premiums as low as $0 per month. With the rising costs of healthcare, long-term care planning is essential. Let us help you start planning for the future and have important discussions with your loved ones. Visit us at 950 Trade Centre Way in Portage to learn more about how we can assist you in preparing for what lies ahead.
950 Trade Centre Way Ste 325, Portage, MI 49002, United States -
Daniel Blausey Jr, Bankers Life Agent
● ClosedDaniel Blausey Jr, Bankers Life Agent is an insurance agency located at 2411 Oak Valley Drive, Ann Arbor, Michigan, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage Plans offer similar coverage to Original Medicare, with the added benefit of prescription drug coverage and an annual maximum out-of-pocket limit. With the rising costs of healthcare, planning for long-term care is essential. Our team can help you start planning for the future and have important discussions with your loved ones. Contact us today to take the next steps towards securing your financial future.
2411 Oak Valley Dr Ste 500, Ann Arbor, MI 48103, United States -
Timothy Forfinski, Bankers Life Agent
● ClosedTimothy Forfinski, Bankers Life Agent in Livonia, Michigan, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Timothy can help you find the right coverage to meet your needs. With the rising costs of healthcare and the increasing importance of long-term care planning, Timothy is here to help you prepare for the future. Visit us at 13602 Merriman Road in Livonia to start planning your next steps with Timothy Forfinski, Bankers Life Agent.
13602 Merriman Rd, Livonia, MI 48150, United States -
Gillian Gardner, Bankers Life Agent
● ClosedGillian Gardner, Bankers Life Agent located at 13602 Merriman Road in Livonia, Michigan, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As an insurance sales representative, Gillian Gardner specializes in helping clients compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and increased life expectancy, planning for long-term care is essential. Gillian Gardner is here to help you start planning for your future and have important discussions with your loved ones. Contact Gillian Gardner, Bankers Life Agent, in Livonia, MI to take the next step towards securing your financial future.
13602 Merriman Rd, Livonia, MI 48150, United States -
Farmers Insurance - Arand Maci
● ClosedFarmers Insurance - Arand Maci is an insurance agency located at 58047 Van Dyke Avenue in Washington, Michigan, United States. As a local Farmers® agent, they specialize in helping customers find the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, they have the knowledge and experience to help you understand your options. They offer comprehensive coverage, collision coverage, deductibles, medical payments, and more. They also provide competitive rates with multi-line insurance discounts for home insurance. If you've had major life changes such as buying a home, getting married, or starting a business, they recommend reviewing your life insurance policy. They also offer renters insurance, business insurance, condo insurance, and recreational insurance options. As a Farmers Insurance and Financial Services agent, they can help you build a solid financial plan for a secure future. Contact Farmers Insurance - Arand Maci for personalized insurance solutions tailored to your needs.
58047 Van Dyke Ave #104, Washington, MI 48094, United States -
Edward Jones
● OpenEdward Jones is a reputable financial institution located at 4681 Washington Ave in Hamilton, Michigan, United States. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones offers expert advice and guidance to help you make informed decisions. Visit us today to learn more about our comprehensive range of financial services.
4681 Washington Ave, Hamilton, MI 49419, United States -
Raymond James & Associates
● OpenRaymond James & Associates is a finance institution located at 20 West Washington Street in the City of the Village of Clarkston, Michigan, United States. With a strong reputation in the financial industry, Raymond James & Associates offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Raymond James & Associates is committed to providing personalized and comprehensive financial solutions.
20 W Washington St Suite 1, City of the Village of Clarkston, MI 48346, United States -
Sinishta Solutions
● OpenSinishta Solutions is a trusted finance institution located at 58757 Van Dyke Avenue in Washington, Michigan, United States. Our team of experienced professionals is dedicated to providing top-notch financial solutions to meet the needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Sinishta Solutions is here to help. With a focus on personalized service and attention to detail, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how Sinishta Solutions can help you.
58757 Van Dyke Ave #140, Washington, MI 48094, United States -
Valiant Wealth Management
● OpenValiant Wealth Management is a leading financial institution located at 12 Washington Avenue in Grand Haven, Michigan, United States. With a team of experienced wealth management professionals, we specialize in providing personalized financial planning and investment strategies tailored to meet the unique needs and goals of our clients. Our comprehensive services include retirement planning, portfolio management, estate planning, and more. At Valiant Wealth Management, we are dedicated to helping our clients achieve their financial objectives and secure a prosperous future.
12 Washington Ave, Grand Haven, MI 49417, United States -
Kim Dwyer - Thrivent
● ClosedKim Dwyer - Thrivent is a finance institution located at 19 Washington Street in Monroe, Michigan, United States. Our financial guidance aims to educate and empower individuals to achieve their unique goals. We are licensed to serve clients in Arizona, Florida, Indiana, Kentucky, Michigan, Missouri, Ohio, and Texas. Our services are available in Northeast Michigan, with locations in Novi, Northville, Shelby Township, and Monroe. We offer advice and guidance through our Financial Planning Framework, which includes a comprehensive review and analysis of a client's financial situation. Clients have the option to further their planning engagement with us through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
19 Washington St, Monroe, MI 48161, United States -
C V Accounting PC
● ClosedC V Accounting PC is a reputable accounting and finance institution located at 57319 Van Dyke Avenue in Washington, Michigan, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses. Our expertise includes tax preparation, bookkeeping, financial planning, and more. Trust C V Accounting PC to help you navigate the complexities of financial management with precision and reliability.
57319 Van Dyke Ave, Washington, MI 48094, United States
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