![Guide.in.ua Guide.in.ua](https://guide.in.ua/assets/images/guide300.webp)
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Customized financial planning in Muskegon, MI
16 results found
Search for local businesses, places and services near you
Northwestern Mutual Financial
Northwestern Mutual Financial, located at 380 West Western Avenue in Muskegon, Michigan, is a finance and insurance agency dedicated to helping individuals protect their families and achieve their financial goals. With a team of experienced advisors, Northwestern Mutual offers personalized plans that balance current priorities with future aspirations. As a top-ranked independent investment broker-dealer and recognized for exceptional customer experience, Northwestern Mutual provides a wide range of financial options, including investments and insurance, tailored to individual goals. The institution's commitment to diversity and inclusion is evident in its support of employees, advisors, clients, and communities. By creating a culture of respect and recognition, Northwestern Mutual aims to empower individuals to live the life they've always wanted through comprehensive financial planning. Connect with a Northwestern Mutual advisor today to start planning for a secure and prosperous future.
Merrill Lynch Financial Advisor Gregory G De Voursney
Merrill Lynch Financial Advisor Gregory G. DeVoursney, located at 380 West Western Avenue in Muskegon, Michigan, is a Vice President and Senior Financial Advisor with over 25 years of experience in the financial services industry. Greg holds a BBA from the University of Notre Dame and specializes in developing customized investment portfolios for retirees, professionals, business owners, and high net worth individuals seeking financial independence. Greg's approach is centered on building strong client relationships based on trust and personalized service. He believes in creating a personalized plan tailored to each client's goals and priorities, whether it's saving for retirement, funding a child's education, or planning for future generations. With access to the global resources of Merrill, Greg's team is dedicated to helping clients achieve their financial goals.
Cecilia Hinkle-Wisniewski - UBS Financial Services Inc.
Cecilia Hinkle-Wisniewski - UBS Financial Services Inc. is a reputable financial institution located at 945 West Norton Avenue in Muskegon, Michigan, United States. Specializing in finance, this institution provides a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Cecilia Hinkle-Wisniewski - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial solutions to their clients. Whether you are looking to invest, plan for retirement, or manage your wealth, this institution can provide expert guidance and support to help you make informed decisions.
Edward Jones - Financial Advisor: Breanna Hansen
Edward Jones - Financial Advisor: Breanna Hansen is a trusted financial institution located at 5916 Harvey Street in Muskegon, Michigan. As a dedicated financial advisor, Breanna Hansen offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for education, or investing for the future, Breanna Hansen and the team at Edward Jones are here to provide expert guidance and support every step of the way.
Gary Nelund - State Farm Insurance Agent
Gary Nelund - State Farm Insurance Agent is an established insurance agency located at 3220 Glade Street, Muskegon, Michigan. With over 15 years of experience, Gary and his team are dedicated to serving the residents of Muskegon, MI, and surrounding areas such as Norton Shores, Roosevelt Park, and Fruitport. They offer a wide range of insurance services including auto, home, renters, life, and business insurance, as well as financial services. As the mayor of Norton Shores, Gary takes pride in his reputation within the community and prioritizes building strong relationships with his customers. He is actively involved in local organizations and events, demonstrating his commitment to making Muskegon County a great place to live.
Brett Danhof - State Farm Insurance Agent
Brett Danhof - State Farm Insurance Agent is a trusted insurance agency located at 1500 Whitehall Road in Muskegon, Michigan. Serving the West Michigan community, Brett Danhof is dedicated to protecting individuals and families from the unexpected. With a passion for helping others, Brett and his team offer a range of insurance options including life insurance, auto insurance, homeowners' insurance, renters' insurance, business insurance, and health insurance. Born and raised in North Muskegon, Brett understands the needs of the community and strives to provide exceptional service with integrity. His team, including his wife Jackie and Account Representative John, are committed to helping customers achieve their insurance and financial goals. They are honored to serve veterans, active military members, firefighters, police officers, healthcare professionals, teachers, and emergency responders in Muskegon and the surrounding areas.
Farmers Insurance - Jeffery Welch
Farmers Insurance - Jeffery Welch is a local insurance agency located at 1597 West Sherman Boulevard in Muskegon, Michigan. Jeffery Welch, a lifelong Michigan resident with over twenty years of insurance industry experience, is proud to serve the community and surrounding areas. The agency is family-run, with Jeffery's father also being a Farmers agent and his mother serving as a CSR. They are dedicated to providing the best coverage options for auto, home, business, specialty insurance, and more. The agency is conveniently located near the Sherman Bowling Center and is easily accessible for all your insurance needs. Whether you need help navigating the new Michigan auto insurance law or reviewing your current policies, the Jeffery Welch Agency is here to help. They offer comprehensive coverage options, competitive rates, and multi-line insurance discounts to help you save money.
Farmers Insurance - Thomas Welch
Farmers Insurance - Thomas Welch is an insurance agency located at 1597 West Sherman Boulevard in Muskegon, Michigan. As your local Farmers® agent, Thomas Welch helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Thomas has the knowledge and experience to help you understand your coverage options. With over 80 years of experience, Farmers® has been providing insurance products to protect your most valuable possessions. From home insurance to life insurance, Thomas can help you create a plan to provide financial support for those who depend on you.
Farmers Insurance - Allanger Salgado Agency
Located at 752 Pine Street in Muskegon, Michigan, the Farmers Insurance - Allanger Salgado Agency is your go-to insurance agency for all your coverage needs. As a local Farmers® agent, we specialize in helping customers like you find the best insurance options tailored to your specific requirements. Whether you need auto, home, renters, business insurance, or more, we have the knowledge and expertise to guide you through the process and ensure you are well-informed about your coverage choices. With over 80 years of experience, Farmers® has a proven track record of providing reliable insurance products to protect your most valuable assets. From competitive rates to multi-line insurance discounts, we offer comprehensive coverage options to suit your budget and lifestyle. Our team is dedicated to helping you select the right insurance coverage to meet your needs.
Jason Ryan - State Farm Insurance Agent
Jason Ryan - State Farm Insurance Agent is an insurance agency located at 2485 Holton Road in Muskegon, Michigan. They are conveniently situated 3/4 mile East of US 31 on M120, between River Rd and Pillon Rd. This agency offers a wide range of insurance services, including auto insurance, home insurance, life insurance, renters insurance, business insurance, boat insurance, motorcycle insurance, and pet insurance. As a State Farm Agent, Jason Ryan has been serving the community of Muskegon, Twin Lake, Holton, and all of West Michigan since 2014. With a background in entrepreneurship and hospitality, Jason and his team are dedicated to providing exceptional customer service and creating personalized insurance plans to meet the individual needs of each client.
Independent Bank
Independent Bank is a full-service financial institution located at 41 N State Road in Newaygo, Michigan. With over 150 years of experience, Independent Bank offers a wide range of banking services, including checking accounts, mortgage loans, and retirement planning. The Newaygo branch is conveniently situated near the Muskegon River and City Hall. Visit us during our operating hours to experience top-notch customer service and financial expertise.
Lakeshore Lending
Lakeshore Lending is a trusted finance institution located at 3375 Merriam Street in Muskegon, Michigan, United States. We offer a wide range of financial services to help individuals and businesses achieve their goals. Our experienced team is dedicated to providing personalized solutions and exceptional customer service. Whether you need a loan, investment advice, or help with financial planning, Lakeshore Lending is here to support you every step of the way. Visit us today to learn more about how we can help you reach your financial goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 380 West Western Avenue in Muskegon, Michigan, United States, is a prestigious finance institution that offers a wide range of wealth management services. The experienced advisors at this branch work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. The advisors at Merrill Lynch Wealth Management offer financial strategies based on years of combined knowledge and experience in wealth management. They go beyond wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives.
KAY Jewelers
KAY Jewelers is a renowned jewelry store and financial institution located at 5600 Harvey Street in Muskegon, Michigan. Offering a wide selection of exquisite jewelry pieces, including engagement rings, necklaces, bracelets, and watches, KAY Jewelers is the perfect destination for those looking to find the perfect gift for a loved one or themselves. With a reputation for quality and exceptional customer service, KAY Jewelers is a trusted name in the industry. Visit us today to discover the perfect piece that will make a lasting impression.
Edward Jones
Edward Jones is a reputable financial institution located at 335 West Western Avenue in Muskegon, Michigan, United States. Specializing in personalized financial services, Edward Jones offers a wide range of investment options, retirement planning, and wealth management solutions to help clients achieve their financial goals. With a commitment to providing exceptional customer service and expert financial advice, Edward Jones is a trusted partner for individuals and families seeking to secure their financial future.
Steve Dangel - Raymond James
Steve Dangel - Raymond James is a finance institution located at 700 Terrace Point Drive in Muskegon, Michigan, United States. With a focus on providing comprehensive financial planning and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, we offer personalized guidance and tailored solutions to meet your individual needs. Trust in Steve Dangel - Raymond James to provide you with expert financial advice and superior customer service.
List of local businesses, places and services in Michigan
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos