Comprehensive financial solutions in Monroe, Michigan
20 results found
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Riverside Insurance & Financial Services
● ClosedRiverside Insurance & Financial Services is a trusted insurance agency located at 424 East Monroe Street in Dundee, Michigan. We specialize in providing a wide range of insurance products and financial services to meet the needs of our clients. Our experienced team is dedicated to helping individuals and businesses protect their assets and plan for the future. Whether you are looking for auto, home, life, or business insurance, we are here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.
424 E Monroe St suite b, Dundee, MI 48131, United States -
Lawyers Title Agency of Monroe
● ClosedLawyers Title Agency of Monroe is an insurance agency located at 1204 South Telegraph Road in Monroe, Michigan, United States. They specialize in providing title insurance services to protect property owners and lenders against financial loss due to defects in a property's title. With a team of experienced professionals, Lawyers Title Agency of Monroe ensures a smooth and secure closing process for their clients. Trust them to safeguard your real estate investment with their comprehensive title insurance solutions.
1204 S Telegraph Rd, Monroe, MI 48161, United States -
Merrill Lynch Financial Advisor Rachel Mraz
● ClosedMerrill Lynch Financial Advisor Rachel Mraz is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation. With accolades such as Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors", the advisors at Merrill Lynch are dedicated to providing exemplary client service. Rachel Mraz, a registered advisor in multiple states, including Michigan, offers personalized investment strategies and comprehensive financial solutions tailored to individual needs and priorities. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Wealth Management Advisors like Rachel Mraz are here to help you achieve your financial goals. With a focus on understanding your unique needs and priorities, Rachel Mraz aims to create a personalized financial plan that can adapt to changes in your life and the market. By staying connected and regularly reviewing your goals, Rachel Mraz can help you stay on track to achieve what matters most to you. Partner with Merrill Lynch Financial Advisor Rachel Mraz to work towards your financial goals and live your best financial life.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Rua Hekhuis
● ClosedMerrill Lynch Financial Advisor Rua Hekhuis is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Rua is dedicated to building strong relationships with clients and providing personalized guidance tailored to their unique goals and circumstances. With a background in private consulting and a focus on goals-based planning, Rua leverages the resources of Merrill and Bank of America to help clients achieve their evolving financial goals. Committed to personalized service, Rua lives in Spring Lake with her husband and two dogs and is actively involved in supporting homeless animals through the Humane Society of West Michigan. As a Senior Portfolio Advisor, Rua can manage investment strategies on a discretionary basis, offering clients access to a range of portfolios and investment solutions. Through Merrill Personal Wealth Analysis™, Rua helps clients develop personalized financial plans centered on their goals. With a team of experienced professionals and the global resources of Merrill, Rua is dedicated to building strong client relationships based on trust and personalized service. By understanding each client's unique needs and aspirations, Rua creates customized financial approaches designed to help clients pursue their goals and manage investment risk. Whether clients are planning for retirement, education expenses, or wealth transfer, Rua works closely with them to develop strategies that align with their priorities. By staying informed about changes in clients' lives and the financial markets, Rua ensures that their financial approaches remain aligned with their goals. Through ongoing discussions and adjustments, Rua helps clients stay on track to achieve what matters most to them. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Rua is equipped to provide clients with comprehensive financial solutions and personalized investment strategies. With a focus on understanding clients' personalities and priorities, Rua offers tailored advice to help clients navigate market fluctuations and life changes. By working closely with clients and drawing on the resources of Merrill and Bank of America, Rua helps clients live their best financial lives and achieve their goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Jonathan C. Hatfield
● ClosedMerrill Lynch Financial Advisor Jonathan C. Hatfield, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to providing accessible, knowledgeable, and experienced financial guidance. Jonathan has been in the financial services industry since 2009 and specializes in serving high net worth individuals, business owners, and corporate executives. With a bachelor's degree in Business Management and Psychology, Jonathan is a Certified Private Wealth Advisor® designee. He is committed to building and maintaining strong relationships with clients, offering personalized plans centered on their goals and aspirations. The team at Merrill Lynch Wealth Management, led by Jonathan, focuses on helping clients navigate important financial decisions, estate planning, and wealth preservation. By utilizing the global resources of Merrill, clients receive tailored investment strategies and comprehensive financial solutions. Whether clients are planning for retirement, saving for a home, or funding their children's education, Jonathan works closely with them to develop a financial approach that aligns with their priorities and values. The institution also offers insights, observations, and ideas to help clients pursue their financial goals, with a focus on maximizing the impact of their giving. With a commitment to putting clients first, Merrill Lynch Financial Advisor Jonathan C. Hatfield strives to help clients achieve their financial goals and navigate the complexities of their financial lives.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Lotus Financial Services
● ClosedLotus Financial Services is a reputable finance institution located at 11 Scott Street in Monroe, Michigan, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Lotus Financial Services is here to help. Contact us today to learn more about how we can help you secure your financial future.
11 Scott St, Monroe, MI 48161, United States -
Merrill Lynch Financial Advisor Michael Gruszynski
● OpenMerrill Lynch Financial Advisor Michael Gruszynski, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, offers personalized financial strategies to help clients pursue their long-term goals. The institution caters to both institutional clients and affluent individuals and families, providing investment research, portfolio allocation, and tax policy consultation. With access to the resources of Merrill and Bank of America, the team works one-on-one with clients to develop tailored approaches to address their financial needs. The advisors at Merrill Lynch have received recognition from industry publications for their exemplary client service. The team is committed to building strong client relationships based on trust and personalized service. By understanding the goals and priorities of each client, Merrill Lynch Financial Advisor Michael Gruszynski aims to create a financial approach that reflects the client's personality and helps them achieve their goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Jeffrey Towner
● ClosedMerrill Lynch Financial Advisor Jeffrey Towner is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, they are dedicated to helping clients achieve their financial goals. It is important to note that investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. They offer a range of services including brokerage, investment advisory, insurance, annuity products, trust and fiduciary services, and banking products. Merrill Lynch is a subsidiary of Bank of America Corporation and is committed to providing clients with information about products and services that may be of interest. Please consult with legal and tax advisors before making any financial decisions.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
MED-1 Occupational Health Services
● OpenMED-1 Occupational Health Services is a premier institution located at 1140 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. Specializing in occupational healthcare, our dedicated team of doctors and health professionals prioritize the health and well-being of your employees. Since 1984, we have been providing custom-tailored services and programs to help local companies reduce workers' compensation costs. Our clinic managers ensure efficient communication between you, your employees, and our providers for the most effective return-to-work solutions. With a web-based reporting system offering 24/7 access to employee reports, results, and authorizations through a secure HIPAA compliant portal, we strive to keep you informed and supported at all times.
1140 Monroe Ave NW # 150, Grand Rapids, MI 49503, United States -
MED-1 Occupational Health Services
● ClosedMED-1 Occupational Health Services, located at 383 Garden Avenue in Holland, Michigan, is a premier institution specializing in occupational healthcare. Our clinic managers ensure efficient communication between employees, providers, and employers for seamless return-to-work solutions. With a focus on prevention, treatment, and resolution of workplace injuries and illnesses, we offer a comprehensive range of services including pre-employment exams, drug tests, DOT exams, OSHA testing, and health and wellness programs. Since 1984, we have been helping local companies reduce workers' compensation costs through personalized care available 24 hours a day. Our web-based reporting system allows for 24/7 access to employee reports, results, and authorizations in a secure HIPAA compliant portal. With convenient locations throughout Grand Rapids and the Lakeshore, our clinics provide quick and efficient injury care to keep employees productive and on the job.
383 Garden Ave, Holland, MI 49424, United States -
Tom Donovan - State Farm Insurance Agent
● ClosedTom Donovan - State Farm Insurance Agent is an insurance agency located at 8177 Secor Road in Lambertville, Michigan. With 11 years of State Farm experience, Tom Donovan is a graduate of the University of Toledo College of Business and an active member of the Bedford Business Association. Offering free quotes on auto, home, renters, and life insurance, Tom Donovan prides himself on providing good neighbor customer service. Servicing Monroe, Lenawee, Lucas, and Washtenaw counties, Tom Donovan is a Club Qualifier and is dedicated to helping college students avoid common financial pitfalls. Additionally, the institution offers tips on organizing your home to make it safer and more efficient, as well as DIY auto maintenance to combat rising repair costs. For inquiries, please call (734) 568-6017. Please note that State Farm offers pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company, but is a separate entity from these providers. State Farm does not provide tax or legal advice, so it is recommended to consult a professional for personalized guidance.
8177 Secor Rd B, Lambertville, MI 48144, United States -
Neal Hopkins - State Farm Insurance Agent
● ClosedNeal Hopkins - State Farm Insurance Agent is located at 1720 West Sterns Road in Temperance, Michigan. This insurance agency specializes in providing Insurance and Financial Services to residents in the Monroe County area, with a focus on relocation services. The team at Neal Hopkins State Farm Insurance has received numerous awards and qualifications, including State Farm Silver Scroll Qualifier, State Farm Ambassadors Travel Qualifier, and State Farm Legion of Honor Qualifier. They offer a variety of insurance services such as Auto Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, and Financial Services. The team of licensed Insurance Professionals is dedicated to helping clients find the right coverage for their specific needs. In addition to personal insurance, they also assist Small Business owners with their Commercial lines of Insurance. With over 42 years of insurance experience, the team at Neal Hopkins State Farm Insurance is committed to providing excellent service and personalized insurance solutions. Contact them today for your Personal Price Plan.
1720 W Sterns Rd, Temperance, MI 48182, United States -
Advanced Accounting
● ClosedAdvanced Accounting is a premier institution located at 8336 Monroe Road in Lambertville, Michigan, United States. Specializing in accounting and finance, our institution offers top-notch courses and training programs to help individuals excel in the world of finance. With experienced faculty and state-of-the-art facilities, students can expect a comprehensive education that prepares them for successful careers in accounting and finance. Whether you are a beginner looking to start a career in finance or an experienced professional looking to advance your skills, Advanced Accounting is the perfect place to achieve your goals.
8336 Monroe Rd # 101, Lambertville, MI 48144, United States -
Jake Hunt - State Farm Insurance Agent
● ClosedJake Hunt - State Farm Insurance Agent is a reputable insurance agency located at 8380 Belleville Road in Belleville, Michigan. Jake Hunt, a University of Michigan graduate and third-generation State Farm agent, has been serving the community since 2007. With a team that collectively has over 100 years of insurance experience, they pride themselves on providing excellent customer service. Specializing in auto, home, life, business, renters, boat, motorcycle, RV, motorhome, and health insurance, the agency is dedicated to meeting all of their customers' insurance needs. They also offer assistance with planning for college visits and provide tips for driving in rural areas.
8380 Belleville Rd, Belleville, MI 48111, United States -
Ben Torres - State Farm Insurance Agent
● ClosedBen Torres - State Farm Insurance Agent is a second-generation agent located at 5900 East Dunbar Road in Monroe, Michigan. As a member of the Chamber of Commerce, NAIFA, and a Legion of Honor qualifier, Ben Torres offers a range of insurance services including auto, home, life, and small business insurance. With a focus on helping individuals manage everyday risks and achieve their dreams, Ben and his team also provide financial services to clients in Monroe, Washtenaw County, and all of Michigan. Virtual appointments are available for added convenience. Additionally, the institution offers valuable information on budgeting methods, money-saving tips, and the importance of avoiding drunk driving. For more information on how Ben Torres - State Farm Insurance Agent can assist with your insurance needs, visit their website or contact them directly at (734) 457-5877. Please note that sensitive personal information should not be shared for security purposes.
5900 E Dunbar Rd Ste 101, Monroe, MI 48161, United States -
Farmers Insurance - Dena Weyand
● ClosedFarmers Insurance - Dena Weyand is a local insurance agency located at 2962 North Dixie Highway in Monroe, Michigan, United States. As your Farmers® agent, Dena Weyand helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers® provides comprehensive coverage options and competitive rates with multi-line insurance discounts. Dena Weyand can also help you with life insurance, renters insurance, condo insurance, and recreational insurance for motorcycles, boats, ATVs, and more. Additionally, as a Farmers Insurance and Financial Services agent, Dena Weyand can help you build a solid financial plan for a secure future. Contact Dena Weyand today for personalized insurance solutions tailored to your unique needs.
2962 N Dixie Hwy, Monroe, MI 48162, United States -
O'Keefe
● ClosedLocated in Grand Rapids, Michigan, O'Keefe is a leading finance institution that specializes in providing expert hands-on consulting services to a diverse range of industries. With a focus on delivering impressive bottom line results, O'Keefe offers comprehensive and innovative solutions to navigate tough financial challenges. From serving as a consultant for automotive suppliers to representing municipalities as rebuttal experts, O'Keefe's broad spectrum of services and expertise make them a go-to firm for financial advisory needs.
146 Monroe Center St NW Suite # 1226, Grand Rapids, MI 49503, United States -
Mariner Wealth Advisors
● ClosedMariner Wealth Advisors is a leading finance institution located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. With a team of experienced financial advisors, they offer comprehensive wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or navigating complex financial situations, Mariner Wealth Advisors provides personalized solutions tailored to your unique needs. Trust in their expertise and dedication to help you secure a stable financial future.
250 Monroe Ave NW 4th floor, Grand Rapids, MI 49503, United States -
Hoerner & Geer CPAs and Consultants
● ClosedHoerner & Geer CPAs and Consultants is a reputable accounting and finance institution located in Grand Rapids, Michigan. With their office situated at 77 Monroe Center Street Northwest, they offer a wide range of services including tax preparation, financial consulting, auditing, and more. The team at Hoerner & Geer is dedicated to providing top-notch financial solutions to individuals and businesses alike, helping them navigate the complexities of the financial world with ease. Trustworthy, reliable, and experienced, Hoerner & Geer CPAs and Consultants is the go-to institution for all your accounting and finance needs in the Grand Rapids area.
77 Monroe Center St NW STE #6, Grand Rapids, MI 49503, United States -
Werstein Tax Service
● ClosedWerstein Tax Service is a reputable institution located at 8790 Day Road in Monroe, Michigan, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complex world of taxes and financial planning. Trust Werstein Tax Service to handle all of your accounting and finance needs with professionalism and expertise.
8790 Day Rd, Monroe, MI 48162, United States
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