Customized financial consulting services in Monroe, Michigan
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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 -
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 -
Merrill Lynch Financial Advisor Timothy J Long
● ClosedMerrill Lynch Financial Advisor Timothy J Long, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to helping clients achieve their financial goals. The team of talented and experienced financial advisors at this institution is committed to building strong relationships with clients through trust and personalized service. Recognized by Forbes and Barron's for exemplary client service, the advisors at Merrill Lynch are supported by the global resources of Merrill to provide valuable insights and ideas to help clients pursue their financial objectives. Whether you are a business owner looking to grow your wealth or an individual planning for the future, Merrill Lynch Financial Advisor Timothy J Long and his team can help you develop a customized financial plan tailored to your needs. With access to the investment insights of Merrill and banking solutions from Bank of America, they can work with you to address your financial goals and provide guidance on important financial decisions.
250 Monroe Ave NW Suite 600, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor April Armstrong
● ClosedMerrill 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.
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 -
Monroe Currency & Consulting
● OpenMonroe 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.
104 W Front St, Monroe, MI 48161, United States -
Merrill Lynch Financial Advisor James D Veldheer
● OpenMerrill Lynch Financial Advisor James D Veldheer, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, is a finance institution dedicated to helping clients achieve their long-term financial goals. Whether you are an individual or an institution, our team offers personalized financial strategies tailored to your specific needs. With a focus on investment research, portfolio allocation, and tax policy, we provide expert guidance to help you manage, grow, and preserve your wealth. By listening to your aspirations and priorities, we develop a customized approach to address your financial needs, whether you are planning for retirement, saving for a major purchase, or transferring wealth to future generations. Our team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Let us help you achieve your financial goals and secure your financial future.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, 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 Scott D Bernecker
● OpenMerrill Lynch Financial Advisor Scott D Bernecker, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, offers personalized financial strategies tailored to help clients pursue their long-term goals. With a dual focus on institutional clients and affluent individuals and families, the team at Merrill Lynch combines expertise in investment research, portfolio allocation, and tax policy to provide comprehensive wealth management services. By working closely with clients to understand their aspirations and priorities, the team develops customized financial plans designed to manage, grow, and preserve wealth for the future. Recognized for exemplary client service, the advisors at Merrill Lynch have received accolades from industry publications such as Barron's and Financial Times. With access to the global resources of Merrill Lynch and Bank of America, the team is committed to building strong client relationships based on trust and personalized service. Whether planning for retirement, education expenses, or estate planning, Merrill Lynch Financial Advisor Scott D Bernecker offers a holistic approach to help clients achieve their financial goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor P. Craig Welch IV
● ClosedMerrill Lynch Financial Advisor P. Craig Welch IV is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. We specialize in working with executives and senior leadership, providing them with access to top resources in the industry. Our team is dedicated to building strong client relationships based on trust and personalized service. We offer a range of solutions, premier customer service, and financial tools tailored to each client's unique circumstances. By defining and prioritizing financial goals, we work with clients to develop personalized strategies. Our Investment Personality Assessment helps us understand your investing preferences and customize our approach to help you achieve your goals. We believe in staying connected with clients as their lives and goals evolve, updating financial approaches to reflect changes. As Merrill Lynch Wealth Management Advisors, we focus on building customized investment approaches to address client needs and pursue their goals. We are committed to putting clients first and providing personalized investment strategies. Our team is here to listen, guide, and help you navigate the complexities of your financial life.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Scott S Eccker
● ClosedMerrill Lynch Financial Advisor Scott S. Eccker, located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, is part of the Eccker Bujdos Andrews Group of Merrill Lynch Wealth Management. Scott has been with Merrill since 1980, bringing extensive experience and a commitment to building strong client relationships based on trust and personalized service. Recognized as a member of the Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024, Scott focuses on providing financial strategies, retirement income planning services, and liability management for a diverse client base including attorneys, physicians, business executives, and entrepreneurs. As a specially qualified Portfolio Manager, Scott can manage personalized investment strategies to help clients pursue their objectives. At Merrill Lynch Wealth Management, Scott and his team prioritize understanding each client's unique goals and financial situation, developing personalized financial strategies, and providing ongoing support to help clients stay on track. With a focus on collaboration and personalized service, Scott and his team are dedicated to helping clients achieve their financial goals and build a customized investment approach.
Calder Building, 250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, 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 -
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 -
Benjamin F. Edwards
● ClosedBenjamin 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.
99 Monroe Ave NW #975, Grand Rapids, MI 49503, United States -
Liberty Tax
● ClosedLiberty Tax is a finance institution located at 604 North Telegraph Road in Monroe, Michigan, United States. They specialize in providing tax preparation services for individuals and businesses, helping clients navigate the complexities of the tax system and maximize their refunds. With a team of experienced tax professionals, Liberty Tax is dedicated to providing accurate and reliable tax assistance to their customers. Whether you need help with tax planning, filing, or audit support, Liberty Tax is committed to helping you achieve financial freedom.
604 N Telegraph Rd, Monroe, MI 48162, United States
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