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TOP 30 Customized financial planning in City of the Village of Clarkston, MI
12 results found
Search for local businesses, places and services near you
Janet Williams, Bankers Life Agent and Bankers Life Securities Financial Representative
Janet 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.
Heath Alflen, Bankers Life Agent and Bankers Life Securities Financial Representative
Heath Alflen is a dedicated Bankers Life Agent and Bankers Life Securities Financial Representative located at 6770 Dixie Highway in the City of the Village of Clarkston, Michigan. As an insurance agency, Heath Alflen provides personalized financial planning and insurance solutions to help individuals and families secure their financial future. With a commitment to excellence and a focus on customer service, Heath Alflen is a trusted partner in helping clients achieve their financial goals. Visit us today to learn more about our services and how we can help you plan for a secure tomorrow.
Edward Jones - Financial Advisor: Jeff Jacques
Edward Jones - Financial Advisor: Jeff Jacques is a reputable finance institution located at 5641 Sashabaw Road in the City of the Village of Clarkston, Michigan, United States. With a focus on personalized financial planning and investment strategies, Jeff Jacques and his team provide expert guidance to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or build wealth for the future, Edward Jones - Financial Advisor: Jeff Jacques offers tailored solutions to meet your individual needs. Trustworthy, reliable, and dedicated to client satisfaction, this institution is committed to helping you secure a stable financial future.
AmeriLife Insurance Marketing
AmeriLife Insurance Marketing is a reputable insurance agency located at 7438 Gateway Park Drive in the City of the Village of Clarkston, Michigan, United States. With years of experience in the industry, AmeriLife offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Their team of knowledgeable agents are dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for life, health, or property insurance, AmeriLife Insurance Marketing is committed to helping you find the right coverage at the best possible rates. Contact them today to discuss your insurance needs and secure your financial future.
Mike Leahy - State Farm Insurance Agent
Mike Leahy - State Farm Insurance Agent is an insurance agency located at 7101 Dixie Highway in the City of the Village of Clarkston, Michigan, United States. Situated at the corner of Dixie Highway and White Lake Rd, next to Nieman's Market, the agency is dedicated to helping clients make smart decisions when it comes to their insurance and financial service needs. Mike Leahy, with years of experience in the insurance industry, leads a team that assists clients in customizing insurance plans to protect their assets and take advantage of available discounts. From auto and home insurance to life and health insurance, the agency offers a one-stop solution for various insurance needs. Mike Leahy, a Michigan native with a background in nursing and business, understands the diverse insurance needs of the community in Oakland County. The agency serves areas such as Clarkston, Davisburg, Waterford, Orion, Lake Orion, Oxford, White Lake, Auburn Hills, and Pontiac. Committed to community involvement, the agency collaborates with local organizations and charities to give back to the community.
Farmers Insurance - Kurt Urch
Farmers Insurance - Kurt Urch is a local insurance agency located at 6160 Dixie Highway in the City of the Village of Clarkston, Michigan, United States. As a Farmers® agent, Kurt Urch helps analyze and research each client's individual insurance needs, whether it's for auto, home, life, financial services, renters, business insurance, and more. Kurt Urch, who was born and raised in the community, is dedicated to giving back by volunteering. The agency is conveniently located next to Hilltop Brewery on Dixie Highway. Customers can contact Kurt Urch for assistance with comprehensive coverage, collision coverage, deductibles, medical payments, and more. Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts. Kurt Urch can also assist with reviewing life insurance policies, renters insurance, condo insurance, business insurance, and recreational insurance options. For those looking to secure a solid financial plan, Kurt Urch can provide professional perspective to help reach financial goals. Customers can also inquire about Personal Umbrella insurance for added protection. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliates underwrite the insurance policies offered by Kurt Urch. Life insurance is issued by Farmers New World Life Insurance Company, and securities are offered through Farmers Financial Solutions, LLC. Each insurer has financial responsibility for its insurance products, and not all products may be available in every state. Contact Kurt Urch at Farmers Insurance for personalized insurance solutions and financial planning.
Farmers Insurance - Michelle Houck
Farmers Insurance - Michelle Houck is a local insurance agency located at 3983 South Ortonville Road in the City of the Village of Clarkston, Michigan, United States. As a lifelong Michigan resident, Michelle Houck is dedicated to serving the entire state of Michigan with a passion for helping others and ensuring they are protected. Specializing in auto, home, life, renters, and business insurance, Michelle works hard for her clients to provide comprehensive coverage that fits their needs and budget. With over 80 years of experience, Farmers Insurance offers competitive rates and multi-line insurance discounts to protect your most valuable possessions. Whether you're looking for car insurance, home insurance, life insurance, renters insurance, or business insurance, Michelle Houck is here to help you create a customized insurance package to reduce your risk and protect your investment. Additionally, Farmers Insurance offers recreational insurance options for motorcycles, boats, ATVs, travel trailers, motor homes, and personal watercraft. Contact Michelle Houck today for a consultation and start building a solid financial plan for a secure future.
Donna Holmes, Bankers Life Agent
Donna Holmes, Bankers Life Agent is an insurance agency located at 5625 Water Tower Place in the City of the Village of Clarkston, Michigan, United States. As a Bankers Life Agent, Donna Holmes specializes in providing insurance services to individuals and families in the area. With a strong focus on customer service and personalized care, Donna Holmes is dedicated to helping clients find the right insurance solutions to meet their needs. Whether it's life insurance, retirement planning, long-term care, or other insurance products, Donna Holmes is committed to helping clients protect their financial future. Contact Donna Holmes, Bankers Life Agent today to learn more about the insurance options available.
Ian Kennedy, Bankers Life Agent
Ian Kennedy, Bankers Life Agent is a reputable insurance agency located at 5625 Water Tower Place in the City of the Village of Clarkston, Michigan, United States. Specializing in Bankers Life insurance products, Ian Kennedy is dedicated to helping clients protect their financial futures and achieve peace of mind. With a commitment to exceptional customer service and a wealth of knowledge in the insurance industry, Ian Kennedy, Bankers Life Agent is a trusted partner in providing personalized insurance solutions for individuals and families. Contact them today to learn more about their services and how they can help you secure your financial well-being.
Trent Drummond, Bankers Life Agent
Trent Drummond, Bankers Life Agent is an insurance agency located at 5625 Water Tower Place in the City of the Village of Clarkston, Michigan, United States. As a trusted agent for Bankers Life, Trent Drummond provides personalized insurance solutions to meet the needs of individuals and families. With a focus on customer service and financial security, Trent Drummond helps clients navigate the complexities of insurance policies and find the coverage that best fits their unique circumstances. Whether you are looking for life insurance, health insurance, long-term care insurance, or retirement planning, Trent Drummond, Bankers Life Agent is dedicated to helping you protect what matters most.
Nicholas Grant, Bankers Life Agent
Nicholas Grant, Bankers Life Agent is an insurance agency located at 6770 Dixie Highway in the City of the Village of Clarkston, Michigan. As a trusted representative of Bankers Life, Nicholas Grant provides personalized insurance solutions to meet the unique needs of individuals and families. With a commitment to excellent customer service, Nicholas Grant helps clients navigate the complexities of insurance policies and find the coverage that best suits their lifestyle and budget. Whether it's life insurance, long-term care insurance, or retirement planning, Nicholas Grant is dedicated to helping clients protect their financial future. Visit us today to learn more about our services and how we can help you secure peace of mind.
CAPTRUST
CAPTRUST is a finance institution located at 8031 Michigan 15, City of the Village of Clarkston, Michigan, United States. Our Clarkston-based advisors offer top-notch wealth management and investment advisory services to clients of all kinds. Our office hours are Mon-Thur, 8:30 am–5:30 pm and Fri, 8:30 am–4:00 pm. We specialize in providing financial services such as committee education, donor development, OCIO services, performance reporting, and investment management to our nonprofit clients. Additionally, we support thousands of employer organizations through services like 3(21), 3(38), and OCIO, fiduciary partnerships, plan design optimization, and financial wellness programs.
List of local businesses, places and services in Michigan
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