Customized financial advice in Sterling Heights, Michigan
19 results found
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Summit Financial Consulting
Summit Financial Consulting is a family-owned finance institution located at 43409 Schoenherr Road in Sterling Heights, Michigan. Since 1987, the Wink Family has been providing all-inclusive financial services to individual and corporate clients in Southeast Michigan. With a focus on financial planning, portfolio analysis, and tax reduction, our team is dedicated to helping clients pursue and maintain financial security. As an independent, private investment firm, we prioritize customer service and always act in the best interest of our clients. Our comprehensive planning process ensures that we create a financial plan that considers your current needs and plans for the future in a tax-efficient manner. We offer services such as investment planning, tax planning, health insurance planning, college planning, retirement income planning, and estate planning assistance.
BlueOx Credit Union - Sterling Heights
BlueOx Credit Union in Sterling Heights is a reliable financial institution located at 39900 Van Dyke Avenue in Michigan, United States. As a full-service credit union, BlueOx offers a wide range of financial services including ATMs, banking services, and various finance options. With a commitment to providing exceptional customer service and competitive rates, BlueOx Credit Union is dedicated to helping individuals and families achieve their financial goals. Visit us today to experience the difference of banking with BlueOx.
Edward Jones - Financial Advisor: Channing D Pritchett, CRPC™
Edward Jones - Financial Advisor: Channing D Pritchett, CRPC™ is a reputable finance institution located at 43060 Mound Road in Sterling Heights, Michigan, United States. As a Certified Retirement Planning Counselor, Channing D Pritchett offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial services to individuals and families in the Sterling Heights area.
Midwest Financial Advisors
Midwest Financial Advisors is a leading finance institution located at 12900 Hall Road in Sterling Heights, Michigan, United States. With a team of experienced financial advisors, we provide expert guidance and personalized solutions to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure a mortgage, our team is dedicated to providing top-notch service and support. Contact us today to schedule a consultation and take the first step towards financial success.
Edward Jones - Financial Advisor: Samieh M Emiah
Edward Jones - Financial Advisor: Samieh M Emiah is a trusted finance institution located at 44777 Hayes Road in Sterling Heights, Michigan. Samieh M Emiah is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a child's education, or looking to invest wisely, Samieh M Emiah can help create a customized financial plan tailored to your individual needs. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Samieh M Emiah is a reliable partner in your financial journey.
Pezillo Financial Services
Pezillo Financial Services is a leading financial institution located at 12900 Hall Road in Sterling Heights, Michigan, United States. Specializing in ATM services and finance solutions, Pezillo Financial Services offers a wide range of financial products and services to meet the needs of individuals and businesses alike. With a commitment to excellence and customer satisfaction, Pezillo Financial Services is dedicated to providing reliable and convenient financial solutions to its clients.
Caliber Home Loans
Caliber Home Loans is a finance institution located at 12900 Hall Road in Sterling Heights, Michigan, United States. They specialize in providing home loans to individuals looking to purchase or refinance their homes. With a focus on personalized service and competitive rates, Caliber Home Loans strives to help their clients achieve their homeownership goals. Their team of experienced professionals is dedicated to guiding customers through the loan process and finding the best financing options to suit their needs. Whether you are a first-time homebuyer or a seasoned homeowner, Caliber Home Loans is committed to providing top-notch service and support every step of the way.
Art Donovan - State Farm Insurance Agent
Art Donovan - State Farm Insurance Agent, located at 38825 Ryan Road in Sterling Heights, Michigan, is a trusted insurance agency serving the community. Just one block south of 17 Mile Rd on the west side of Ryan Rd, they offer professional advice and guidance to help customers choose quality insurance products to protect what matters most in their lives. At Art Donovan - State Farm Insurance Agent, they understand the importance of being prepared for life's uncertainties. Whether it's avoiding the dangers of drinking and driving, keeping a clean chimney for safety, or handling a major life crisis, they are here to help. They offer life insurance and annuities through State Farm Life Insurance Company, providing peace of mind for the future.
Russ Vallee - State Farm Insurance Agent
Russ Vallee - State Farm Insurance Agent is a trusted insurance agency located at 37875 Mound Road in Sterling Heights, Michigan. Since 2013, Russ Vallee has been dedicated to providing excellent service to his customers, earning various prestigious qualifications along the way. With a focus on maximizing the spring season experience for customers, Russ holds designations as a Charter Life Underwriter and Retirement Income Charter Professional from the American College of Financial Services. At Russ Vallee - State Farm Insurance Agent, customers can expect helpful money management tips, budgeting advice for couples, and safety tips for driving on rural roads. The team at this agency prides themselves on building strong relationships with customers and delivering exceptional service consistently.
Chuck Tourangeau - State Farm Insurance Agent
Chuck Tourangeau - State Farm Insurance Agent is an insurance agency located at 43656 Schoenherr Road in Sterling Heights, Michigan. Specializing in helping clients reduce sewer or drain losses in their basements, the agency offers tips on drainage, backflow reduction, and sump pump installation. Additionally, they provide money-saving wedding tips for those planning their dream wedding on a budget. Customers can also learn about DIY auto maintenance to combat rising repair costs. For inquiries or assistance, individuals can contact the agency at (586) 247-5750. State Farm offers life insurance and annuities, while U.S. Bank National Association provides deposit products. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. State Farm is not affiliated with Trupanion or American Pet Insurance. State Farm VP Management Corp. offers investment products, and tax or legal advice should be sought from a professional advisor.
Check `n Go
Check `n Go is a reputable financial institution located at 33455 Van Dyke Avenue in Sterling Heights, Michigan. Specializing in providing convenient and reliable financial services, Check `n Go offers a variety of products including payday loans, installment loans, and check cashing services. With a commitment to helping customers meet their financial needs, Check `n Go is a trusted resource for individuals seeking quick and easy access to cash. Visit their location in Sterling Heights today to learn more about their services and how they can assist you with your financial goals.
Heemer, Klein & Company, PLLC - Warren
Heemer, Klein & Company, PLLC in Warren, Michigan is a full-service business and personal tax and accounting firm that serves clients throughout southeastern Michigan. Specializing in new business start-ups, small business accounting, and various industries such as franchises, medical practices, real estate, and more, our expert advisors provide strategic accounting and tax solutions. With 4 locations and processing over 2500 personal income tax returns annually, we offer customized solutions to maximize profits for start-ups and small businesses. Our dedicated staff is committed to providing professional services and personalized guidance to help clients minimize liabilities, maximize cash flow, and reach financial goals. From estate and trust planning to benefit and retirement plans, our experts are here to help businesses capitalize on new opportunities and ensure financial security for the future. Contact us at our Warren location on Hoover Road or visit our other locations in Troy, Richmond, and Sterling Heights for expert accounting services that will result in accurate record-keeping and reliable financial reporting.
Sistar Mortgage
Sistar Mortgage, located at 35871 Mound Road, Sterling Heights, Michigan, United States, is a leading finance institution specializing in expertly tailored mortgage solutions and personalized support. With over 22 years of lending expertise, Sistar Mortgage is dedicated to providing excellent customer service and prioritizing the needs of their clients. Whether you are a first-time home buyer or an experienced homeowner, Sistar Mortgage offers a comprehensive range of mortgage options, including conventional loans, FHA loans, VA loans, USDA loans, Jumbo loans, and non-qualified mortgage loans. Their team of qualified loan officers will work closely with you to pre-qualify and safeguard your loan journey, providing expert advice and guidance every step of the way. With a commitment to exceptional customer service and a focus on maximizing returns while minimizing costs, Sistar Mortgage is your trusted mortgage partner for turning your homeownership dreams into reality. Experience the journey with Sistar Mortgage today and get your mortgage authorized.
THE LOCAL credit union
THE LOCAL Credit Union is a trusted financial institution located at 39139 Mound Road in Sterling Heights, Michigan. As a member-owned cooperative, we are dedicated to providing personalized financial services to our community. Our experienced team is committed to helping our members achieve their financial goals through a range of products and services including savings accounts, loans, and more. Visit us today to experience the difference of banking with a local credit union.
Adam Smith - State Farm Insurance Agent
Adam Smith - State Farm Insurance Agent is an insurance agency located at 4167 East 14 Mile Road, Sterling Heights, Michigan, United States. The agency prides itself on providing personalized service to customers, meeting them where and how they prefer to do business. The team at Adam Smith - State Farm Insurance Agent creates a family-like atmosphere, ensuring that customers feel taken care of and valued. The agency's mission is to offer professional, individualized, and instructional experiences to help customers make informed decisions about their insurance and financial services. With convenient hours, a customer-first attitude, and a commitment to putting customers' needs first, Adam Smith - State Farm Insurance Agent is dedicated to helping customers mitigate risks and plan for the future. The agency also offers information on a variety of topics, including drunk driving, probate, and car purchases. Customers can contact the agency at (586) 979-7050 for assistance.
Lifetime Insurance Services
Lifetime Insurance Services, located at 43800 Van Dyke Avenue, Sterling Heights, Michigan, is a top-rated insurance agency representing more than a dozen insurance carriers. Our dedicated team will shop around to find you the best deal tailored to meet your needs and budget. With a wide range of insurance solutions available, we make the process quick and easy for you. Whether you are looking for business insurance, retirement strategies, or investment advice, our experienced advisors are here to help. During a free initial consultation, we will discuss your goals and challenges to create a customized plan that works for you. We believe in partnering with our clients without mandating an account minimum, so everyone can have the opportunity to invest in their future.
Edward Jones
Edward Jones is a renowned financial institution located at 37316 Schoenherr Road in Sterling Heights, Michigan, United States. Specializing in personalized investment services, Edward Jones is dedicated to helping individuals and families achieve their financial goals through tailored financial planning and wealth management solutions. With a commitment to customer service and a focus on long-term relationships, Edward Jones is a trusted partner for those seeking expert financial guidance and advice.
Fifth Third Bank & ATM
Fifth Third Bank & ATM is a trusted financial institution located at 41122 Ryan Road in Sterling Heights, Michigan, United States. Offering a wide range of banking services, including personal and business accounts, loans, mortgages, and investment options, Fifth Third Bank is committed to providing excellent customer service and financial solutions to meet your needs. Whether you're looking to open a new account, apply for a loan, or simply withdraw cash from the ATM, Fifth Third Bank is here to help you manage your finances effectively.
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. is a finance institution located at 12900 Hall Road in Sterling Heights, Michigan, United States. Situated in the heart of Michigan's automotive, defense supplier, and manufacturing industries, our office offers wealth building, estate and tax planning, and retirement services to individuals, corporations, small businesses, and charitable organizations. Led by industry expert Greg Miller, our team of experienced Financial Professionals is dedicated to providing independent financial advice and responsive service to help clients achieve their financial goals. With a history dating back to 1881, Oppenheimer is a financially stable institution committed to maintaining a strong balance sheet, disciplined risk management, and robust internal controls to protect clients' assets. In the event of insolvency, there are multiple layers of protection in place to safeguard customers' holdings. Please note that Oppenheimer & Co. Inc.'s website and mobile terms, privacy, and security policies may differ from those of third-party sites or apps. Oppenheimer & Co. Inc. is not responsible for any products, services, or content provided by third parties, except for those explicitly carrying the Oppenheimer & Co. Inc. name.
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