Customized financial plans in Ann Arbor, Michigan
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Daniel Blausey Jr, Bankers Life Agent
● ClosedDaniel Blausey Jr, Bankers Life Agent is an insurance agency located at 2411 Oak Valley Drive, Ann Arbor, Michigan, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage Plans offer similar coverage to Original Medicare, with the added benefit of prescription drug coverage and an annual maximum out-of-pocket limit. With the rising costs of healthcare, planning for long-term care is essential. Our team can help you start planning for the future and have important discussions with your loved ones. Contact us today to take the next steps towards securing your financial future.
2411 Oak Valley Dr Ste 500, Ann Arbor, MI 48103, United States -
Residential Loan Center Independent Bank
● ClosedResidential Loan Center Independent Bank is a finance institution located at 201 West Big Beaver Road in Troy, Michigan, United States. With multiple branches across Michigan, including locations in cities like Ann Arbor, Cadillac, Grand Rapids, and Saginaw, the bank offers a range of financial services such as home loans, checking accounts, and retirement planning. Operating hours vary by branch, but most are open Monday through Friday, with some locations offering Saturday hours as well. The bank has been serving customers and communities for over 150 years, providing personalized service and expertise in all aspects of banking. Visit the Troy Columbia Center branch for assistance with your financial needs.
201 W Big Beaver Rd Suite 201, Troy, MI 48084, United States -
Farmers Insurance - Thomas Kastamo
● ClosedFarmers Insurance - Thomas Kastamo is an insurance agency located at 4488 Jackson Road, Ann Arbor, Michigan, United States. As your local Farmers® agent, Thomas Kastamo helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of coverage options including auto, home, renters, business insurance, and more. Thomas Kastamo can help you understand your coverage options and provide personalized advice to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, or are looking to protect your personal belongings with renters insurance, Farmers Insurance has you covered. Contact Thomas Kastamo for a quote and to learn about insurance discounts that can save you money. Whether you need insurance for your home, condo, small business, or recreational vehicles, Farmers Insurance offers flexible coverage options tailored to your unique needs. For added protection, consider a Personal Umbrella insurance policy to safeguard your assets and future earnings. Contact Thomas Kastamo at Farmers Insurance - Thomas Kastamo to discuss your insurance needs and create a solid financial plan for a secure future.
4488 Jackson Rd, Ann Arbor, MI 48103, United States -
Independent Bank
● ClosedIndependent Bank is a reputable financial institution located at 720 Shaw Street in Howard City, Michigan, United States. Offering a range of services including ATMs, banking, and finance, Independent Bank has been serving customers and communities for over 150 years. With multiple locations throughout Michigan, including in Akron, Ann Arbor, Auburn, and Bad Axe, Independent Bank provides personalized and professional banking services to help with all of your financial needs. Whether you need to open a checking account, purchase a home, or plan for retirement, Independent Bank is here to help. Visit one of our branches today or contact us at the provided phone numbers for more information.
720 Shaw St, Howard City, MI 49329, United States -
Bassett Murray Law Group, PLLC
● ClosedBassett Murray Law Group, PLLC is a trusted institution located at 2045 Hogback Road in Ann Arbor, Michigan, United States. Specializing in estate planning, elder law, and probate, our team of experienced attorneys provides guidance for the present and protection for the future. With over 30 years of experience, we work closely with our clients to develop custom estate plans that meet their current needs and anticipate future possibilities. Our goal is to provide financial resources, decision-making authority, and protection where it matters most. Clients praise our professional staff for making the process stress-free and for going above and beyond to accommodate their needs. Schedule an initial consultation to learn more about how Bassett Murray Law Group, PLLC can help you secure your future.
2045 Hogback Rd, Ann Arbor, MI 48105, United States -
ArborFi Advisors
● ClosedArborFi Advisors is a finance institution located at 2395 South Huron Parkway in Ann Arbor, Michigan, United States. As a Registered Investment Advisor, ArborFi Advisors offers advisory services to clients where the institution and its representatives are properly licensed or exempt from licensure. This website is intended for informational purposes only, as investing involves risk and potential loss of capital. ArborFi Advisors does not provide advice without a client service agreement in place, and past performance is not indicative of future returns.
2395 S Huron Pkwy #101, Ann Arbor, MI 48104, United States -
Fineberg Wealth Management
● ClosedFineberg Wealth Management is a premier finance institution located at 1528 Golden Avenue in Ann Arbor, Michigan. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of wealth management services tailored to meet the unique needs of each individual client. Whether you are looking to grow your investments, plan for retirement, or secure your family's financial future, Fineberg Wealth Management is here to help. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
1528 Golden Ave, Ann Arbor, MI 48104, United States -
Imber Wealth Advisors, Inc.
● ClosedImber Wealth Advisors, Inc. is a finance institution located at 955 West Eisenhower Circle in Ann Arbor, Michigan, United States. They offer fee-based financial planning and investment advisory services through their affiliate company, Imber Financial Group, LLC. Additionally, they provide insurance products and services to help clients reach their retirement goals. At Imber Wealth Advisors, Inc., their mission is to help good people make great decisions so they can enjoy an amazing retirement. They strive to positively impact the lives of their team, clients, and surrounding communities by always doing the right thing and showing people they care.
955 W Eisenhower Cir a, Ann Arbor, MI 48103, United States -
Voorman Investment Counsel
● OpenVoorman Investment Counsel is a renowned finance institution located at 729 West Ann Arbor Trail in Plymouth, Michigan, United States. With a team of experienced financial advisors, Voorman Investment Counsel provides personalized investment strategies tailored to meet the unique financial goals of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Voorman Investment Counsel offers comprehensive financial planning services to help you achieve your financial objectives. Trust in Voorman Investment Counsel for expert financial guidance and investment management.
729 W Ann Arbor Trail, Plymouth, MI 48170, United States -
Northwestern Mutual
● ClosedNorthwestern Mutual, located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, is a finance and insurance agency dedicated to helping individuals protect their families and achieve their financial goals. Their team of financial advisors offers personalized plans that balance current and future priorities, providing a wide range of options such as investments and insurance tailored to individual needs. With top financial strength ratings and recognition as the Best Life Insurance Company for Customer Experience, Northwestern Mutual is committed to putting clients first and planning for both today and tomorrow. Their comprehensive approach to financial planning combines strategies for growth and protection, ensuring that clients can live the life they've always wanted with confidence.
777 E Eisenhower Pkwy STE 220, Ann Arbor, MI 48108, United States -
Molly Berner - Thrivent
● ClosedMolly Berner - Thrivent is a finance institution located at 6900 East Joy Road in Ann Arbor, Michigan, United States. Specializing in financial services, Molly Berner - Thrivent offers personalized financial planning and investment solutions to help individuals and families achieve their financial goals. With a focus on helping clients make wise financial decisions and plan for the future, Molly Berner - Thrivent is committed to providing excellent service and guidance to its customers.
6900 E Joy Rd, Ann Arbor, MI 48105, United States -
Thomas Reid - TIAA Wealth Management Advisor
● ClosedThomas Reid - TIAA Wealth Management Advisor is a renowned financial institution located in Ann Arbor, Michigan. As a trusted advisor, Thomas Reid provides expert wealth management services to individuals and families looking to secure their financial future. With a focus on personalized strategies and a commitment to helping clients achieve their goals, Thomas Reid is dedicated to providing top-tier financial guidance and support. Whether you are planning for retirement, investing for the future, or seeking to grow your wealth, Thomas Reid - TIAA Wealth Management Advisor is here to help you navigate the complexities of financial planning with confidence and peace of mind. Visit us at 777 East Eisenhower Parkway to learn more about how we can help you achieve your financial goals.
777 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108, United States -
JLB & Associates
● OpenJLB & Associates is a reputable finance institution located in Plymouth, Michigan, United States. With a strong focus on providing top-notch financial services, JLB & Associates offers expert guidance and solutions for individuals and businesses alike. From investment management to financial planning, JLB & Associates is dedicated to helping clients achieve their financial goals and secure their future. Trustworthy, knowledgeable, and customer-oriented, JLB & Associates is the go-to institution for all your financial needs.
44670 Ann Arbor Rd W # 190, Plymouth, MI 48170, United States -
James Park - TIAA Wealth Management Advisor
● ClosedJames Park - TIAA Wealth Management Advisor is a finance institution located at 777 East Eisenhower Parkway in Ann Arbor, Michigan, United States. As a trusted advisor, James Park provides personalized wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships and providing expert financial guidance, James Park is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, James Park is committed to helping you navigate the complexities of the financial world and make informed decisions. Contact James Park - TIAA Wealth Management Advisor today to start building a customized financial plan tailored to your unique needs.
777 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108, United States -
Oakwood Business Services
● OpenOakwood Business Services is a reputable accounting and finance institution located at 555 Briarwood Circle in Ann Arbor, Michigan, United States. We specialize in providing top-notch financial services to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through expert advice and personalized solutions. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Oakwood Business Services is here to help. Visit us today to see how we can support your financial needs.
555 Briarwood Cir UNIT 150, Ann Arbor, MI 48108, United States -
Farmers Insurance - Daniel Omodio
● ClosedWelcome to Farmers Insurance - Daniel Omodio, your trusted local insurance agency located at 505 Pleasant Street, St. Joseph, Michigan. With deep roots in Southeast Michigan, Daniel Omodio is proud to serve the community with a commitment to education and hometown hospitality. At the Omodio Agency, we understand the importance of protecting what matters most to you, and we're honored to offer personalized insurance solutions tailored to your unique needs. With over 19 years of experience as a Financial Advisor, Daniel Omodio brings a wealth of knowledge to help you navigate the complexities of insurance. Whether you're looking for commercial, home, auto, life, or recreational insurance, our team is here to provide clear, straightforward advice and cost-effective options. We aim to demystify the insurance process, ensuring you understand your coverage options and feel confident in your decisions.
505 Pleasant Street, St. Joseph, Michigan 49085, United States
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