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TOP 30 Customized wealth management in Michigan
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Paul Clark - State Farm Insurance Agent
Paul Clark - State Farm Insurance Agent is an insurance agency located at 4055 West Dickman Road in Springfield, Michigan. Situated 100 yards west of JB Whiskeys on the south side of the road and before the Springfield Market, this agency is dedicated to helping individuals and families make smart decisions when it comes to their insurance and financial service needs. With a focus on providing personalized insurance plans for autos, homes, life insurance, and health insurance, the team at Paul Clark State Farm Agency ensures that their clients are properly protected and taking advantage of all available discounts. Led by Paul Clark, who has been with State Farm since 2006 and opened the Springfield office in April 2019, the agency is committed to helping clients manage the risks of everyday life. The team, including members such as Kenneth, Janit, Theresa, Shelby, Sarah, Virginia, Robert, Deric, Cheyanne, and Deonna, offers excellent customer service and works to build lasting relationships with their customers.
Treyvanna Brown, Bankers Life Agent
Treyvanna Brown, Bankers Life Agent in Portage, Michigan, offers a wide range of insurance options including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As an insurance sales representative, Treyvanna Brown can help you navigate the complexities of Medicare Advantage plans and assist you in finding the right coverage for your needs. With the rising costs of healthcare and the increasing importance of long-term care planning, Treyvanna Brown is here to help you prepare for the future and have important discussions with your loved ones. Visit our office at 950 Trade Centre Way in Portage, MI to start planning your next steps towards financial security and peace of mind.
Austin Benzing, Bankers Life Agent
Austin Benzing, Bankers Life Agent is an insurance agency located at 3230 Eagle Park Drive Northeast in Grand Rapids, Michigan. As a trusted agent for Bankers Life, we provide a range of insurance products and services to meet the needs of our clients. Our dedicated team is committed to helping individuals and families protect their financial futures through personalized insurance solutions. Whether you are looking for life insurance, long-term care insurance, or retirement planning, we are here to help you navigate the complexities of insurance and find the right coverage for your unique needs. Contact us today to schedule a consultation and start securing your financial future with Austin Benzing, Bankers Life Agent.
Cody Fortner, Bankers Life Agent
Cody Fortner, Bankers Life Agent is an insurance agency located at 4341 South Westnedge Avenue in Kalamazoo, Michigan. As a trusted agent for Bankers Life, Cody Fortner offers a range of insurance products and services to help individuals and families protect their financial future. Whether you're looking for life insurance, retirement planning, long-term care coverage, or other insurance solutions, Cody Fortner is dedicated to providing personalized guidance and support. With a commitment to excellence and customer satisfaction, Cody Fortner, Bankers Life Agent is here to help you navigate the complexities of insurance and secure the coverage you need.
Riverside Insurance & Financial Services
Riverside 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.
Lawrence Bauer, Bankers Life Agent
Lawrence Bauer, Bankers Life Agent is a reputable insurance agency located at 2309 Shelby Avenue in Ann Arbor, Michigan. As a trusted Bankers Life Agent, we specialize in providing comprehensive insurance solutions to meet the unique needs of our clients. Our team of experienced agents is dedicated to helping individuals and families protect their financial future through a range of insurance products and services. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Lawrence Bauer, Bankers Life Agent is here to help you navigate the complexities of insurance and find the right coverage for your specific needs. Contact us today to schedule a consultation and let us help you secure peace of mind for the future.
The Beachler Agency
The Beachler Agency is a well-established insurance agency located at 2000 Burton Street Southeast in Grand Rapids, Michigan, United States. With a strong reputation for providing personalized and comprehensive insurance solutions, The Beachler Agency offers a wide range of coverage options for individuals and businesses alike. Their team of experienced agents is dedicated to helping clients find the right policies to protect their assets and loved ones. Whether you are looking for auto, home, life, or business insurance, The Beachler Agency is committed to delivering exceptional service and peace of mind. Contact them today to discuss your insurance needs and receive a customized quote.
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.
Daniel Blausey Jr, Bankers Life Agent
Daniel 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.
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.
Farmers Insurance - Milene Plisko
Farmers Insurance - Milene Plisko is an insurance agency located at 17199 North Laurel Park Drive, Livonia, Michigan, United States. As a Farmers agency owner, you have the opportunity to maximize your personal income through residual income and quarterly bonus opportunities. You can also qualify for rewards and bonuses, including destination trips for Farmers Achievement Clubs. The agency offers a wide range of insurance and financial products, with over 85 years of experience in the industry. Farmers agency owners have the chance to establish generational wealth and contribute to their community by supporting local schools, youth programs, and charity organizations. With the support of the award-winning University of Farmers training program and a strong brand backing, agency owners can build wealth and become community leaders. The agency offers over 50 different products, including home, auto, business, life, and financial services. Securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance. Visit the agency to learn more about the opportunities available for agency owners in the Livonia area.
Timothy Forfinski, Bankers Life Agent
Timothy Forfinski, Bankers Life Agent in Livonia, Michigan, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Timothy can help you find the right coverage to meet your needs. With the rising costs of healthcare and the increasing importance of long-term care planning, Timothy is here to help you prepare for the future. Visit us at 13602 Merriman Road in Livonia to start planning your next steps with Timothy Forfinski, Bankers Life Agent.
Northwestern Mutual
Northwestern Mutual is a trusted finance and insurance agency located at 901 Wilshire Drive in Troy, Michigan. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and families secure their financial future. Their team of experienced professionals is dedicated to providing personalized guidance and support to help clients achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual is committed to helping you build a secure and prosperous future.
Perry Gill, Bankers Life Agent
Perry Gill, Bankers Life Agent is a reputable insurance agency located at 13602 Merriman Road in Livonia, Michigan, United States. As a Bankers Life agent, Perry Gill is dedicated to providing personalized insurance solutions to meet the unique needs of each client. With a focus on customer service and attention to detail, Perry Gill helps individuals and families navigate the complexities of insurance to ensure they are adequately protected. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Perry Gill is committed to helping you find the right policy for your specific situation. Contact Perry Gill, Bankers Life Agent today to discuss your insurance needs and secure your financial future.
Primerica Financial Services - Gilmore
Primerica Financial Services - Gilmore is an insurance agency located at 26105 Orchard Lake Road in Farmington Hills, Michigan. With a focus on providing financial services and insurance products, this institution offers personalized solutions to help individuals and families secure their financial futures. Whether you are looking for life insurance, investment opportunities, or retirement planning, the knowledgeable team at Primerica Financial Services - Gilmore is dedicated to helping you achieve your financial goals. Visit their office today to learn more about their services and how they can assist you in building a strong financial foundation.
Prudential | Robert Sankovic | Life Insurance & Annuities
Prudential | Robert Sankovic | Life Insurance & Annuities is a trusted finance and insurance agency located at 101 West Big Beaver Road in Troy, Michigan, United States. With a focus on providing comprehensive life insurance and annuity solutions, our experienced team is dedicated to helping clients protect their financial future and achieve peace of mind. Whether you are looking for coverage for yourself or your loved ones, we offer personalized services to meet your unique needs and goals. Contact us today to learn more about our products and services.
Karen Hillis, Bankers Life Agent
Karen Hillis, Bankers Life Agent is an insurance agency located at 44250 Garfield Road in Clinton Township, Michigan, United States. As a dedicated Bankers Life agent, Karen Hillis provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on customer service and expertise in insurance products, Karen Hillis is committed to helping clients navigate the complexities of insurance and find the right coverage for their needs. Contact Karen Hillis, Bankers Life Agent today for a comprehensive insurance consultation.
John Roarty
John Roarty is a board-certified pediatric ophthalmologist located at 7001 Orchard Lake Road in West Bloomfield Township, Michigan. He sees patients at Children’s Eye Care’s Clinton Township and Detroit offices, with primary affiliation at Children’s Hospital of Michigan. Dr. Roarty is also on staff at Ascension St John’s Hospital, Beaumont Hospital, and Hurley Medical Center, where he provides screening for premature babies’ eyes for retinopathy of prematurity in the neonatal intensive care unit. With a wealth of experience and expertise, Dr. Roarty served as Chief of Ophthalmology at Children’s Hospital of Michigan from 2004-2020. He is a Clinical Associate Professor of Ophthalmology at Wayne State University School of Medicine and the Kresge Eye Institute, dedicated to providing excellent clinical care in pediatric ophthalmology and educating future physicians in the field. Recognized in Best Doctors in the Midwest and Top Docs in Hour Detroit, Dr. Roarty is also a member of various medical organizations and has published numerous articles and book chapters on pediatric eye conditions.
Atallah Vascular Center
Atallah Vascular Center, located at 543 North Main Street in Rochester, Michigan, is a leading health institution dedicated to providing top-quality care for patients with vein disease. Led by Dr. Atallah, a highly respected vascular specialist with a wealth of experience and expertise, the center offers state-of-the-art treatments and personalized care to improve patients' cardiovascular health and overall well-being. With a focus on preventing and treating chronic venous insufficiency (CVI), the center aims to stop the progression of this debilitating disease and help patients achieve optimal health. Dr. Atallah and his team take a comprehensive approach to vascular care, considering both non-invasive and invasive treatments to ensure the best possible outcomes for each patient.
West Shore Bank
West Shore Bank is a trusted financial institution located at 501 Main Street in Frankfort, Michigan, United States. Offering a range of banking services including ATMs, personal and business accounts, loans, and investments, West Shore Bank is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellent customer service and community involvement, West Shore Bank is a reliable partner for all your financial needs.
Money-Rite
Money-Rite is a financial institution located at 14501 West McNichols Road in Detroit, Michigan. We offer a wide range of financial services including banking, loans, investments, and insurance. Our experienced staff is dedicated to helping our customers achieve their financial goals and make informed decisions about their money. Whether you are looking to open a savings account, apply for a loan, or plan for retirement, Money-Rite is here to help. Visit us today and let us show you why we are the right choice for all your financial needs.
RE/MAX NorthStar Realty - Paradise Office
RE/MAX NorthStar Realty - Paradise Office is a reputable real estate agency located at 8129 Michigan 123 in Paradise, Michigan. Our team of expert agents is dedicated to helping clients buy or sell their dream homes in the beautiful Paradise region. With a wealth of local knowledge and a commitment to exceptional customer service, we strive to make the buying or selling process as smooth and stress-free as possible. Whether you are looking to find your perfect vacation home or are ready to invest in a property in this picturesque area, RE/MAX NorthStar Realty - Paradise Office is here to help you every step of the way. Contact us today to start your real estate journey in Paradise!
West Shore Bank
West Shore Bank is a trusted financial institution located at 400 East Eighth Street in Traverse City, Michigan, United States. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for your banking needs. With a commitment to providing exceptional customer service and financial solutions, West Shore Bank is here to help you achieve your financial goals.
Mission Computers
Mission Computers is a cutting-edge finance institution located at 2423 Main Street in Central Lake, Michigan, United States. Our team of experts specializes in providing top-notch financial services, including investment planning, budgeting, and wealth management. With a focus on customer satisfaction and financial success, Mission Computers is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference our knowledgeable staff can make in your financial future.
Fifth Third Bank & ATM
Fifth Third Bank & ATM in South Haven, Michigan offers a wide range of banking and financial services to meet your needs. Conveniently located at 601 Phoenix Street, our institution provides easy access to cash withdrawals, deposits, and other banking transactions. Whether you're looking to open a savings account, apply for a loan, or simply need to grab some cash on the go, Fifth Third Bank & ATM is here to help. Our friendly staff is ready to assist you with all your financial needs. Visit us today to experience the convenience and excellent service that Fifth Third Bank & ATM has to offer.
Independent Bank
Independent Bank is a full-service financial institution located at 1075 East Wilcox Avenue in White Cloud, Michigan. With over 150 years of experience, we offer a range of banking services including checking accounts, mortgages, and retirement planning. Our branch in White Cloud is conveniently situated on the corner of East Wilcox Avenue and South Gibbs Street, near the White Cloud Community Library. Visit us today to experience our personalized and professional banking services.
LMCU
Lake Michigan Credit Union (LMCU) is a trusted financial institution located at 5701 28th Street Southeast in Grand Rapids, Michigan, United States. As a member-owned credit union, LMCU offers a wide range of financial services including savings accounts, checking accounts, loans, mortgages, and investment options. With a focus on providing exceptional customer service and competitive rates, LMCU is dedicated to helping its members achieve their financial goals. Visit LMCU today to experience the difference of banking with a local, community-focused institution.
Thornapple Financial Center and Money Concepts
Thornapple Financial Center and Money Concepts is a reputable finance institution located at 9426 Spring Creek Court in Middleville, Michigan, United States. With a strong focus on providing personalized financial solutions, the institution offers a wide range of services including investment planning, wealth management, retirement planning, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Thornapple Financial Center and Money Concepts today for expert financial advice and guidance.
Darlene Frederick - At Aspen~Marquise Financial
Darlene Frederick - At Aspen~Marquise Financial is a finance institution located at 625 Kenmoor Avenue Southeast in Grand Rapids, Michigan. Specializing in financial services, Darlene Frederick and her team at Aspen~Marquise Financial provide expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, this institution offers a range of services including investment planning, retirement planning, and wealth management. Whether you are looking to grow your assets, plan for the future, or protect your wealth, Darlene Frederick - At Aspen~Marquise Financial is dedicated to helping you secure a stable financial future.
Consumers Credit Union - Corporate Headquarters
Consumers Credit Union - Corporate Headquarters is a finance institution located at 7200 Elm Valley Drive in Kalamazoo, Michigan, United States. At our headquarters, we offer a hub of smart money information, online courses, and advice for individuals at any life stage. Members can save up to 20% on TurboTax federal products or $25 on in-office tax prep with H&R Block. Additionally, kids 12 and under can join our club to make savings easy and rewarding. We welcome all individuals who live, work, or are enrolled in post-secondary education in Michigan to become a member with ease. Join us today and start taking control of your financial future!
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