TOP 30 Best Customized financial plans in Sterling Heights, Michigan

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 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™ 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.

Heemer, Klein & Company, PLLC in Sterling Heights, Michigan, is a full-service business and personal tax and accounting firm that serves clients throughout southeastern Michigan. Our expert advisors provide strategic accounting and tax solutions, specializing in new business start-ups, small business accounting, and more. Our team delivers personalized tax services year-round and processes over 2500 personal income tax returns annually. We offer customized solutions for various industries such as franchises, medical practices, real estate, and more. Our experienced staff can guide you through tax management, planning, and preparation decisions to minimize liabilities and maximize cash flow. We also provide services for estate and trust planning, retirement plans, and financial projections to help manage your business plan and spending. Visit our Sterling Heights location within Summit Financial for professional accounting services that result in accurate record-keeping and reliable financial reporting. Contact us today to maximize profitability and capitalize on new opportunities.

John Hancock Financial Network, located at 1103 Van Dyke Avenue in Sterling Heights, Michigan, offers financial advisory services with a personal touch. With a history spanning over 160 years, we have built a reputation for honesty, reliability, and unwavering commitment to our customers. We believe that life insurance should be about living longer, healthier, and better lives. Our institution combines the trustworthiness of a longstanding company with cutting-edge innovation to transform the industry. We specialize in helping partners build their life insurance businesses and assisting clients in protecting what matters most. Eligible members of the John Hancock Vitality program now have access to the Galleri test, a multi-cancer early detection test that screens for over 50 types of cancer with a single blood test.

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 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 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 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.

Alisha Alef - State Farm Insurance Agent is a trusted insurance agency located at 45200 Sterritt Street in Utica, Michigan. Founded in 2017 by Alisha Alef, a Michigan State University graduate with 6 years of experience in the insurance industry, the agency is dedicated to serving the community of Macomb County. Alisha and her team are actively involved in local events and organizations, such as the Sterling Heights Regional Chamber of Commerce and the Macomb County Humane Society. At Alisha Alef - State Farm Insurance Agent, customers can find a wide range of insurance products, including auto, home, life, health, business, and pet insurance. The agency also offers financial services and retirement planning to help clients secure their future. With a focus on customer care and community engagement, Alisha Alef and her team strive to provide exceptional service and support to all their clients.

Clint St. Mosley - State Farm Insurance Agent is a trusted insurance agency located at 4311 Metro Parkway in Sterling Heights, Michigan. As a State Farm agent, Clint St. Mosley offers a wide range of insurance products and services to help protect you and your loved ones. Whether you need auto, home, life, or business insurance, Clint St. Mosley is dedicated to providing personalized and reliable coverage to meet your specific needs. With a commitment to excellent customer service and a strong reputation for reliability, Clint St. Mosley - State Farm Insurance Agent is your go-to source for all your insurance needs in Sterling Heights and beyond.

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.

PD Dandnaik - State Farm Insurance Agent is a reputable insurance agency located at 7725 Vernor Highway in Detroit, Michigan. With over 15 years of experience and an MBA from Michigan State University, PD Dandnaik takes pride in offering top-notch services to customers in Wayne, Oakland, and Macomb counties, as well as throughout southeast Michigan. The agency has three offices in Redford, Detroit, and Sterling Heights, providing a wide range of insurance products and financial services including home, auto, boat, RV, life, and health insurance. PD Dandnaik is dedicated to giving back to the community through mentoring youth, participating in local events, and supporting State Farm's Neighborhood of Good initiative. The agency's team is committed to providing exceptional customer service and building long-lasting relationships with clients. Whether you need help with renters insurance, retirement planning, or college savings, PD Dandnaik - State Farm Insurance Agent is here 24/7 to assist you. Contact them by phone, text, email, or visit their office for personalized assistance.

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 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.

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.

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 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, 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.

Asset Preservation Tax and Retirement Services is a leading finance institution located at 42370 Van Dyke Avenue in Sterling Heights, Michigan, United States. Specializing in tax planning, asset preservation, and retirement services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized solutions and top-notch customer service, we strive to provide our clients with the tools and strategies they need to secure their financial future. Whether you are looking to minimize your tax liabilities, protect your assets, or plan for a comfortable retirement, Asset Preservation Tax and Retirement Services is here to help. Contact us today to schedule a consultation and start building a solid financial foundation for tomorrow.

Sam T. Sadaps, CPA is a reputable accounting and finance institution located at 5322 15 Mile Road in Sterling Heights, Michigan, United States. With a team of experienced and qualified CPAs, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Sam T. Sadaps, CPA is dedicated to helping their clients achieve their financial goals. With a commitment to excellence and customer satisfaction, they are a trusted partner for all accounting and finance needs.

Heemer, Klein & Company, PLLC in Richmond, Michigan is a full-service accounting and finance firm catering to clients in southeastern Michigan. With a team of expert advisors, they offer strategic accounting and tax solutions for businesses and individuals. Specializing in new business start-ups, small business accounting, and more, their services are tailored to maximize profits and minimize tax liabilities. With locations in Warren, Troy, Richmond, and Sterling Heights, their team processes over 2500 personal income tax returns annually. From customized solutions for various industries to estate and trust planning, Heemer, Klein & Company, PLLC is dedicated to helping clients achieve their financial goals. Whether you're in need of tax services, financial projections, or retirement planning, their experienced staff is here to guide you every step of the way. With a commitment to providing personalized services and innovative solutions, Heemer, Klein & Company, PLLC is your trusted partner in financial success.

Montana Capital Car Title Loans, located at 42464 Mound Road in Sterling Heights, Michigan, offers a quick and secure way to get cash loans using your car title. With just three easy steps, you can apply online or by phone, get pre-approval within minutes, and receive funds in your bank account on the same day. Residents of Sterling Heights, Michigan can utilize the services of Montana Capital Car Title Loans to get up to $50,000 based on the value of their car. The institution does not require a regular job for approval, and bad credit is also accepted. Your car will be used as collateral, but you can keep it while paying off the loan. Interest rates on auto title loans are higher than traditional loans, but are designed for emergency situations. Different types of vehicles can be used as collateral, and there are no charges to check for eligibility. Montana Capital Car Title Loans provides excellent customer service and is ready to help you with your financial needs.

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.

National Insurance Services is a reputable finance institution located at 43120 Utica Road in Sterling Heights, Michigan, United States. With a strong focus on providing top-quality insurance services to individuals and businesses, National Insurance Services is dedicated to helping clients protect their assets and plan for the future. Their team of experienced professionals is committed to delivering personalized and comprehensive insurance solutions tailored to meet the unique needs of each customer. Whether you are looking for auto, home, life, or business insurance, National Insurance Services is your trusted partner in safeguarding what matters most to you.

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.

Trustmark Health Benefits is a reputable insurance agency located at 35601 Mound Road in Sterling Heights, Michigan. They offer a wide range of health insurance plans to meet the needs of individuals and families. With a focus on providing quality coverage and excellent customer service, Trustmark Health Benefits is committed to helping their clients navigate the complex world of healthcare insurance. Whether you are looking for individual coverage or a group plan for your business, Trustmark Health Benefits has the expertise and resources to find the right solution for you. Trustmark Health Benefits is dedicated to providing peace of mind and financial security for their clients, ensuring that they have access to the healthcare services they need when they need them.

TrustFunding.com, located at 12900 Hall Road in Sterling Heights, Michigan, is a trusted institution that specializes in funding trusts for law firms. With over 10 years of experience, TrustFunding.com offers tailored services to meet the specific needs of each law firm and their clients. By partnering with TrustFunding.com, law firms can streamline the trust funding process, strengthen customer relationships, and increase profitability. Schedule a call with Mike today to learn more about how TrustFunding.com can benefit your firm. Whether you need assistance with funding new or old trusts, TrustFunding.com has the expertise and resources to help. Don't hesitate to reach out - your questions are welcome and your information is safe with us. Let TrustFunding.com help you navigate the complex process of funding trusts and provide added value to your clients.

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.

JP Tax and Accounting Services is a reputable institution located at 3376 Cherry Creek Lane in Sterling Heights, Michigan. With a team of experienced professionals, they offer a wide range of tax and accounting services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, JP Tax and Accounting Services is dedicated to providing personalized and efficient solutions to meet your needs. Their commitment to excellence and customer satisfaction sets them apart as a trusted partner for all your financial needs.