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TOP 30 Customized financial advice in Monroe, MI
13 results found
Search for local businesses, places and services near you
Riverside Insurance & Financial Services
Riverside 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.
Merrill Lynch Financial Advisor April Armstrong
Merrill Lynch Financial Advisor April Armstrong, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, April Armstrong can help you navigate today's changing market conditions. Committed to building strong client relationships based on trust and personalized service, April Armstrong believes in understanding your unique financial situation and priorities to create a customized plan to help you pursue your goals. As a Certified Financial Planner, April Armstrong is registered to do business in multiple states and can provide expert advice on investment strategies and financial planning. Contact April Armstrong today to start working towards your financial goals.
Merrill Lynch Financial Advisor Rua Hekhuis
Merrill 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.
Monroe Currency & Consulting
Monroe Currency & Consulting is a store located at 104 West Front Street in Monroe, Michigan, United States. This institution offers a range of currency exchange services as well as expert consulting on financial matters. Whether you need to exchange foreign currency, get advice on investment opportunities, or simply want to learn more about managing your finances, Monroe Currency & Consulting is here to help. Our knowledgeable staff are dedicated to providing top-notch customer service and helping you achieve your financial goals. Visit us today to see how we can assist you with all your currency and consulting needs.
Merrill Lynch Financial Advisor Michael Gruszynski
Merrill 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.
Tom Donovan - State Farm Insurance Agent
Tom 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.
Jake Hunt - State Farm Insurance Agent
Jake 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.
Ben Torres - State Farm Insurance Agent
Ben 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.
Farmers Insurance - Anthony Fischer
Farmers Insurance - Anthony Fischer is a trusted insurance agency located at 8 East Front Street in Monroe, Michigan, United States. As your local Farmers® agent, Anthony Fischer is dedicated to helping customers like you find the insurance coverage that best fits your needs. Whether you are starting a career, growing your family, or protecting your business, Anthony can answer your questions and provide personalized guidance. With over 80 years of experience, Farmers Insurance offers a range of insurance products, including auto, home, life, renters, business, and recreational insurance. By bundling policies, you can save money and ensure comprehensive coverage for all your assets. Schedule an appointment with Anthony Fischer today to discuss your insurance needs and build a solid financial plan for the future. For added protection, consider a Personal Umbrella insurance policy to safeguard your assets and future earnings. Contact Anthony Fischer at Farmers Insurance - Anthony Fischer for expert advice and reliable coverage options.
Independent Bank Commercial Loan Center
The Independent Bank Commercial Loan Center in Grand Rapids, Michigan offers a wide range of customizable mortgage programs and services for over 150 years. Located at 77 Monroe Center Street Northwest, this institution specializes in commercial lending and does not accept cash transactions. With a team of experienced residential lenders, they are dedicated to assisting customers with every aspect of the mortgage process. Visit the Grand Rapids Commercial Loan Center for expert financial advice and guidance.
Citizens Supermarket Branch
Citizens Supermarket Branch is a convenient financial institution located at 7000 Monroe Boulevard in Taylor, Michigan, United States. This branch offers a range of banking services including ATMs, personal banking, and financial advice. Whether you need to deposit a check, withdraw cash, or speak with a financial advisor, Citizens Supermarket Branch is here to help. Visit us today to experience top-notch customer service and convenient banking solutions.
First Merchants Bank
First Merchants Bank in Monroe, Michigan, located at 1204 North Monroe Street, offers a wide range of personal and commercial banking services. Our friendly staff is always available to assist with opening accounts, applying for loans, and providing expert financial advice. The banking center features complimentary Wi-Fi and an ATM that accepts deposits for added convenience. Whether you need a new debit card, a mortgage, or business solutions, First Merchants Bank is here to help. With online and mobile banking options available, managing your finances has never been easier. Trust in First Merchants Bank for quality service and optimal convenience. Remember to protect your personal information and contact our Customer Care team if you receive any unexpected requests for account information. Visit us today to experience exceptional banking services in Monroe, Michigan.
Benjamin F. Edwards
Benjamin F. Edwards is a finance institution located at 99 Monroe Avenue Northwest in Grand Rapids, Michigan, United States. The institution offers a range of financial services and is staffed by a team of experienced professionals including Todd Brandstadt, CFP®, CIMA®, Jay Farquharson, Dave Hansen, Chris Hebel, Sheri Postema, Al Gortmaker, Kona Dominick, Paula Farrow, Megan Adams, Jalonn Gates-Utter, and more. The institution is committed to providing personalized financial advice and investment strategies to help clients reach their unique goals. With a focus on trust, integrity, and mutual respect, the team at Benjamin F. Edwards works closely with clients to develop customized financial plans tailored to their individual needs. Whether you are looking for retirement planning, investment advice, or asset management services, Benjamin F. Edwards is dedicated to helping you achieve financial success.
List of local businesses, places and services in Michigan
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