TOP 10 Design consultancy in Michigan
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Merrill Lynch Financial Advisor Jennifer L Rhodes
● OpenMerrill Lynch Financial Advisor Jennifer L Rhodes is a finance institution located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States. Supported by the global resources of Merrill, their group is dedicated to building strong client relationships based on trust and personalized service. Their financial advisors focus on your family, goals, and priorities, adapting to changes over time. Every relationship starts with a conversation to identify and prioritize your most important goals. By utilizing the Investment Personality Assessment, they can understand your investing preferences better and customize a financial approach to help you reach your goals. Their mission is to understand you and what matters most to you, designing a comprehensive financial strategy to help you pursue your goals while managing investment risk. They provide personalized plans, regular reviews, and updates to reflect changes in your life and the financial markets. Certified by the CFP Board, their advisors can help you navigate the complexities of wealth management and provide access to comprehensive financial solutions. Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Cody Borke - Thrivent
● OpenCody Borke - Thrivent is a finance institution located at 9450 South Main Street, Plymouth, Michigan, United States. Licensing can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Financial advisors and professionals who are appropriately appointed and licensed provide insurance products, securities, and investment advisory services. Only financial advisors are credentialed to provide investment advisory services. For more information about professional designations and requirements, visit Thrivent.com/designations.
9450 S Main St #101, Plymouth, MI 48170, United States -
Jay Kempf - Thrivent
● OpenJay Kempf - Thrivent is a finance institution located at 9450 South Main Street in Plymouth, Michigan, United States. Specializing in providing financial guidance to clients at various stages of life, from Retirement and Small-Business Planning to Investment Management and Tax-Saving Strategies. As a resident of the Plymouth community, Jay Kempf is dedicated to serving the financial needs of individuals in the area and surrounding regions. Licensing is available through the State Insurance Department's website, as Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients can benefit from Thrivent's Financial Planning Framework, which includes a review and analysis of their financial situation. Additionally, Dedicated Planning Services are offered for those seeking further planning engagement for a fee.
9450 S Main St #101, Plymouth, MI 48170, United States -
Merrill Lynch Financial Advisor Peter L Nielsen
● OpenMerrill Lynch Financial Advisor Peter L Nielsen is a finance institution located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States. With over seventeen years of experience at Merrill, Peter Nielsen is dedicated to simplifying investing and helping clients achieve their financial goals. As a Portfolio Manager, he personally oversees the management of clients' investments, focusing on preserving wealth, generating income, and growing assets. With the support of the global resources of Merrill, Peter's team offers personalized financial planning centered on individual goals and priorities. By understanding each client's unique situation and priorities, Peter helps design and implement personalized plans to help clients pursue their financial objectives while managing investment risk. The institution offers a range of services, including personalized investment strategies, retirement planning, and access to comprehensive financial solutions through Bank of America. Peter Nielsen is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ certification. Clients can expect personalized service, ongoing support, and access to the latest investment insights to help them achieve their financial goals.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Cole Launius - Thrivent
● OpenCole Launius - Thrivent is a finance institution located at 400 Renaissance Center in Detroit, Michigan, United States. At Thrivent, values are the guiding compass for every decision made. Cole Launius, a dedicated financial professional, believes in upholding integrity and living by his values every day. With a strong foundation in family and faith, Cole is committed to helping clients align their financial choices with what matters most to them. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Licensing information is available through the State Insurance Department's website. Thrivent does not provide legal, accounting, or tax advice, so clients are encouraged to consult their own professionals in those areas.
400 Renaissance Center Ste 1010, Detroit, MI 48243, United States -
Jeffrey Kingzett - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJeffrey Kingzett is a financial advisor at Ameriprise Financial Services, LLC located at 32255 Northwestern Highway, Farmington Hills, Michigan, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in wealth management, retirement planning, estate planning, investment management, and specialized financial planning for various client needs. Jeffrey Kingzett is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
32255 Northwestern Hwy Ste 200, Farmington Hills, MI 48334, United States -
Marci Blankenship - Thrivent
● OpenMarci Blankenship - Thrivent is a finance institution located at 340 North Main Street, Plymouth, Michigan, United States. They believe that financial advice should be tailored to each individual's unique needs, just like a nice suit. They are committed to helping people achieve their financial goals by providing personalized strategies for every stage of life, whether you are just starting out in your career or planning for retirement. Thrivent sees money as a tool, not the end goal, and is driven by a higher purpose to help people make the most of what they have been given. Their financial professionals offer advice and guidance through their Financial Planning Framework, and can further assist with Dedicated Planning Services for a fee.
340 N Main St Suite 207, Plymouth, MI 48170, United States -
Neeta Singh - Financial Advisor, Ameriprise Financial Services, LLC
● OpenNeeta Singh - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 31555 West 14 Mile Road, Farmington Hills, Michigan, United States. Neeta Singh holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Neeta Singh is dedicated to providing comprehensive financial planning services to individuals, businesses, retirees, and small business owners. With a focus on ethics and expertise in various areas of finance, Neeta Singh is committed to helping clients achieve their financial goals and secure their financial future.
31555 W 14 Mile Rd Ste 300, Farmington Hills, MI 48334, United States -
Merrill Lynch Financial Advisor Damon Aaron Garcia
● OpenMerrill Lynch Financial Advisor Damon Aaron Garcia is a finance institution located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States. Supported by the global resources of Merrill, the group is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Their focus is on understanding your family, goals, and priorities, even as they change over time. The institution offers personalized financial strategies tailored to your unique needs, priorities, and financial situation. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to develop an approach designed to address your financial needs. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Damon Aaron Garcia is dedicated to helping you pursue your goals and manage investment risk. Get the latest investment insights, tips, and strategies to help you live your best financial life.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Merrill Lynch Financial Advisor Ali A Fayad
● OpenMerrill Lynch Financial Advisor Ali A Fayad is a finance institution located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The financial advisor focuses on understanding the things that matter most to you - family, goals, and priorities - and helps design a customized wealth management strategy to help you pursue your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, the institution offers strategies to help preserve, grow, and distribute your wealth. The primary focus is on retirement planning, but the institution can help with a variety of financial goals. The institution believes in the importance of seeking advice from an experienced financial advisor who can analyze your situation and provide solutions tailored to your needs. The goal is to help you build a customized investment approach to address your financial needs and pursue your goals. With a dedicated Merrill Lynch Wealth Management Advisor, you can receive personalized investment strategies and comprehensive financial solutions. The institution is committed to helping you stay on track, regardless of market fluctuations, and offers the latest investment insights, tips, and strategies to help you achieve your financial goals.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Chase C Kallen - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChase C Kallen is a financial advisor at Ameriprise Financial Services, LLC located at 31000 Northwestern Highway, Farmington Hills, Michigan, United States. Chase holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. Chase specializes in providing financial advice and planning for individuals, retirees, small business owners, and high net worth clients. Chase is dedicated to upholding a high standard of ethics and expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Chase is committed to helping clients make informed decisions and achieve their financial goals.
31000 Northwestern Hwy Ste 150, Farmington Hills, MI 48334, United States -
Ari Katz - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAri Katz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 32255 Northwestern Highway, Farmington Hills, Michigan, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide comprehensive financial planning services to individuals and businesses. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics, ensuring that advisors are well-versed in areas such as asset management, retirement planning, estate planning, and more. The institution is committed to providing expert financial advice to clients, with a focus on professionalism, ethics, and continuing education.
32255 Northwestern Hwy Ste 200, Farmington Hills, MI 48334, United States -
Carmen Haag - Thrivent
● OpenCarmen Haag - Thrivent is a finance institution located at 39500 Orchard Hill Place in Novi, Michigan, United States. Licensing information can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Licensed agents and financial advisors provide insurance products, securities, and investment advisory services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check. Please consult your attorney or tax professional for legal, accounting, or tax advice.
39500 Orchard Hill Pl Ste 170, Novi, MI 48375, United States -
Michael V Fitzsimmons - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael V Fitzsimmons is a Financial Advisor at Ameriprise Financial Services, LLC located at 17197 North Laurel Park Drive in Livonia, Michigan, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Michael is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
17197 N Laurel Park Dr Ste 138, Livonia, MI 48152, United States -
Jill Syracuse - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJill Syracuse - Financial Advisor at Ameriprise Financial Services, LLC is a finance institution located at 6915 Rochester Road, Troy, Michigan, United States. Jill Syracuse is a certified AAMS™ (Accredited Asset Management Specialist) with expertise in asset allocation, investment strategies, estate planning, and insurance products. She also holds the ADPA™ (Accredited Domestic Partnership Advisor) designation, specializing in wealth transfers and retirement planning for domestic partners. Additionally, Jill is an AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), and APMA™ (Accredited Portfolio Management Advisor). She is also certified in Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst. With extensive knowledge and training in various financial areas, Jill Syracuse provides comprehensive and personalized financial planning services to her clients.
6915 Rochester Rd #400, Troy, MI 48085, United States -
John Nader - Financial Advisor, The Nader Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC
● OpenJohn Nader is a Financial Advisor at The Nader Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC located at 39400 Woodward Avenue, Bloomfield Hills, Michigan, United States. John Nader holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas of financial planning, asset management, estate planning, retirement planning, and more. John Nader is dedicated to providing comprehensive and personalized financial advice to his clients, ensuring they achieve their financial goals and aspirations.
39400 Woodward Ave Ste 255, Bloomfield Hills, MI 48304, United States -
James Clark - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJames Clark is a Financial Advisor at Ameriprise Financial Services, LLC located at 6915 Rochester Road, Troy, Michigan, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. James Clark specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. He is dedicated to upholding the highest ethical standards and staying current with the latest industry trends and practices to best serve his clients' needs. Contact James Clark for expert advice on investment strategies, estate planning, retirement planning, insurance products, and more.
6915 Rochester Rd #400, Troy, MI 48085, United States -
Christopher Misterovich - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChristopher Misterovich is a Financial Advisor at Ameriprise Financial Services, LLC, located at 39400 Woodward Avenue, Bloomfield Hills, Michigan, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Misterovich specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. He is dedicated to upholding the highest ethical standards and staying current with industry best practices to help clients achieve their financial goals. As a Certified Military Financial Advisor®, Misterovich also has expertise in serving veterans and military personnel. With a focus on asset management, estate planning, retirement planning, and investment strategies, Christopher Misterovich is committed to providing personalized financial advice tailored to each client's unique needs and goals.
39400 Woodward Ave Ste 255, Bloomfield Hills, MI 48304, United States -
Mark V Gardner - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenMark V Gardner is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 39533 Woodward Avenue in Bloomfield Hills, Michigan, United States. Specializing in finance, Mark V Gardner holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Mark V Gardner offers expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Mark V Gardner is dedicated to providing personalized financial advice and support to clients in various stages of life and financial planning.
39533 Woodward Ave Ste 150, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Phillip A Serra
● OpenMerrill Lynch Financial Advisor Phillip A. Serra, located at 39001 West 12 Mile Road in Farmington Hills, Michigan, is a finance institution dedicated to helping clients achieve their long-term financial goals. With a personalized approach, Phillip Serra works one-on-one with clients to develop tailored financial strategies that align with their aspirations and priorities. By understanding each client's unique needs and objectives, the institution aims to design and implement plans that help manage investment risk while pursuing financial goals. Phillip Serra and his team believe in a client-centric approach, focusing on understanding what matters most to each individual. By asking thoughtful questions and listening carefully to clients' wealth status and future aspirations, they aim to provide personalized solutions that turn goals into reality. Whether clients are planning for retirement, saving for a home, or preparing to pass on wealth to future generations, Merrill Lynch Financial Advisor Phillip A. Serra offers a comprehensive range of services to help clients manage, grow, and preserve their wealth.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Michael A King - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael A King is a Financial Advisor at Ameriprise Financial Services, LLC located at 32255 Northwestern Highway, Farmington Hills, Michigan, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. With a focus on providing biblically wise financial advice and equipping clients for their financial goals, Michael A King is dedicated to helping individuals and families achieve financial success.
32255 Northwestern Hwy Ste 200, Farmington Hills, MI 48334, United States -
Amy Lynn Roberts - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAmy Lynn Roberts is a Financial Advisor at Ameriprise Financial Services, LLC located at 39400 Woodward Avenue, Bloomfield Hills, Michigan, United States. Amy holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Amy specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She is dedicated to helping clients achieve their financial goals and secure their financial future through strategic asset management, investment planning, estate planning, and risk management. Amy's expertise and commitment to excellence make her a trusted partner in financial planning and wealth management.
39400 Woodward Ave Ste 255, Bloomfield Hills, MI 48304, United States -
Victor Phillips - Financial Advisor, Ameriprise Financial Services, LLC
● OpenVictor Phillips is a financial advisor at Ameriprise Financial Services, LLC located at 6915 Rochester Road in Troy, Michigan, United States. Victor holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Victor's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Whether you are a retiree, small business owner, high net worth individual, or veteran, Victor is equipped to provide you with comprehensive financial advice tailored to your specific needs. Contact Victor Phillips at Ameriprise Financial Services, LLC for expert financial guidance and support."
6915 Rochester Rd #400, Troy, MI 48085, United States -
Senior Planning Advisors
● OpenSenior Planning Advisors is a finance institution located at 38695 West Seven Mile Road in Livonia, Michigan, United States. Our mission is to help individuals plan for the next chapter of their lives by making sound decisions for a retirement they love. We offer retirement education courses that provide the tools needed to have the best retirement possible. Our courses have received rave reviews from attendees who have found them extremely valuable in preparing for retirement. We cover topics such as tax management, wealth preservation, estate planning, charitable giving, and Social Security benefits. Our team of professionals spends over 50 hours designing a custom plan for each client to ensure their financial goals are met.
38695 W Seven Mile Rd #125, Livonia, MI 48152, United States -
Chris Theut - Financial Advisor, TR Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC
● OpenChris Theut is a Financial Advisor at TR Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC located at 39400 Woodward Avenue, Bloomfield Hills, Michigan, United States. Chris Theut holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Chris Theut's expertise in asset management, estate planning, retirement planning, investment strategies, and more. Chris Theut is dedicated to providing comprehensive financial planning services to individuals and small business owners, with a focus on ethical and fiduciary practices.
39400 Woodward Ave Ste 255, Bloomfield Hills, MI 48304, United States -
Sammy Amine - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSammy Amine is a financial advisor at Ameriprise Financial Services, LLC located at 16150 Michigan Avenue, Dearborn, Michigan, United States. Sammy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Sammy specializes in asset management, retirement planning, estate planning, investment strategies, and insurance products. With a commitment to ethical practices and ongoing education, Sammy is equipped to provide comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking to plan for your future, navigate a divorce, or prepare for retirement, Sammy Amine is dedicated to helping you achieve your financial goals with expertise and professionalism.
16150 Michigan Ave, Dearborn, MI 48126, United States -
Scott McKinnie - Financial Advisor, Ameriprise Financial Services, LLC
● OpenScott McKinnie is a Financial Advisor at Ameriprise Financial Services, LLC located at 12455 Dix Toledo Road, Southgate, Michigan, United States. Scott holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Scott's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. Scott is committed to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients. Contact Scott McKinnie at Ameriprise Financial Services, LLC for all your financial planning needs.
12455 Dix Toledo Rd, Southgate, MI 48195, United States -
Shawn Bumgardner - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenShawn Bumgardner - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 12455 Dix Toledo Road, Southgate, Michigan, United States. The institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of wealth management, estate planning, retirement planning, investment management, and more. The institution is dedicated to providing expert financial advice and services to individuals and businesses, helping them achieve their financial goals.
12455 Dix Toledo Rd, Southgate, MI 48195, United States -
Todd Cousino - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTodd Cousino is a Financial Advisor at Ameriprise Financial Services, LLC located at 19727 Allen Road, Brownstown Charter Township, Michigan, United States. Todd holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Todd specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With a focus on ethical practices and a commitment to ongoing education, Todd is dedicated to helping clients achieve their financial goals and secure their financial futures. Contact Todd Cousino today for expert advice on investment strategies, estate planning, retirement planning, and more.
19727 Allen Rd Ste 21, Brownstown Charter Twp, MI 48183, United States -
Leslie Lister - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLeslie Lister - Financial Advisor at Ameriprise Financial Services, LLC is a finance institution located at 39400 Woodward Avenue, Bloomfield Hills, Michigan, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning and management topics, providing clients with expert advice and guidance. The institution specializes in asset management, retirement planning, estate planning, investment strategies, and more, ensuring that clients receive comprehensive and personalized financial services.
39400 Woodward Ave Ste 255, Bloomfield Hills, MI 48304, United States
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- Design consultancy in Allendale Charter Township
- Design consultancy in Ann Arbor
- Design consultancy in Auburn Hills
- Design consultancy in Battle Creek
- Design consultancy in Belleville
- Design consultancy in Benton Harbor
- Design consultancy in Berkley
- Design consultancy in Big Rapids
- Design consultancy in Bingham Farms
- Design consultancy in Birmingham
- Design consultancy in Bloomfield Hills
- Design consultancy in Bloomfield Township
- Design consultancy in Boyne City
- Design consultancy in Brighton
- Design consultancy in Brownstown Charter Township
- Design consultancy in Byron Center
- Design consultancy in Cadillac
- Design consultancy in Caledonia
- Design consultancy in Calumet Township
- Design consultancy in Canton
- Design consultancy in Cedar Springs
- Design consultancy in Charlevoix
- Design consultancy in Cheboygan
- Design consultancy in Chesterfield
- Design consultancy in City of the Village of Clarkston
- Design consultancy in Clawson
- Design consultancy in Clinton Township
- Design consultancy in Commerce Charter Township
- Design consultancy in Comstock Park
- Design consultancy in Dearborn
- Design consultancy in Dearborn Heights
- Design consultancy in Detroit
- Design consultancy in Eastpointe
- Design consultancy in Escanaba
- Design consultancy in Farmington
- Design consultancy in Farmington Hills
- Design consultancy in Fenton
- Design consultancy in Ferndale
- Design consultancy in Flat Rock
- Design consultancy in Flint
- Design consultancy in Fremont
- Design consultancy in Garden City
- Design consultancy in Gaylord
- Design consultancy in Georgetown Township
- Design consultancy in Gladstone
- Design consultancy in Grand Blanc
- Design consultancy in Grand Haven
- Design consultancy in Grand Rapids
- Design consultancy in Grandville
- Design consultancy in Greenville
- Design consultancy in Grosse Pointe
- Design consultancy in Grosse Pointe Woods
- Design consultancy in Hancock
- Design consultancy in Harbor Springs
- Design consultancy in Hart
- Design consultancy in Hastings
- Design consultancy in Hazel Park
- Design consultancy in Highland Park
- Design consultancy in Hillsdale
- Design consultancy in Holland
- Design consultancy in Holly
- Design consultancy in Houghton
- Design consultancy in Houghton Lake
- Design consultancy in Hudsonville
- Design consultancy in Ionia
- Design consultancy in Iron Mountain
- Design consultancy in Ironwood
- Design consultancy in Kalamazoo
- Design consultancy in Kalkaska
- Design consultancy in Kentwood
- Design consultancy in Lincoln Park
- Design consultancy in Livonia
- Design consultancy in Lowell
- Design consultancy in Ludington
- Design consultancy in Mackinaw City
- Design consultancy in Macomb
- Design consultancy in Madison Heights
- Design consultancy in Manistee
- Design consultancy in Marquette
- Design consultancy in Menominee
- Design consultancy in Milford Charter Township
- Design consultancy in Mount Clemens
- Design consultancy in Muskegon
- Design consultancy in New Baltimore
- Design consultancy in Niles
- Design consultancy in Northville
- Design consultancy in Norton Shores
- Design consultancy in Novi
- Design consultancy in Oak Park
- Design consultancy in Orion Township
- Design consultancy in Paw Paw
- Design consultancy in Petoskey
- Design consultancy in Plainwell
- Design consultancy in Plymouth
- Design consultancy in Pontiac
- Design consultancy in Portage
- Design consultancy in Redford Charter Township
- Design consultancy in Reed City
- Design consultancy in Richland
- Design consultancy in Rochester
- Design consultancy in Rochester Hills
- Design consultancy in Rockford
- Design consultancy in Royal Oak
- Design consultancy in Saline
- Design consultancy in Sault Ste. Marie
- Design consultancy in Shelby Township
- Design consultancy in South Lyon
- Design consultancy in Southfield
- Design consultancy in Southgate
- Design consultancy in Sparta
- Design consultancy in Spring Lake
- Design consultancy in St. Clair Shores
- Design consultancy in St. Joseph
- Design consultancy in Sterling Heights
- Design consultancy in Stevensville
- Design consultancy in Sturgis
- Design consultancy in Taylor
- Design consultancy in Three Rivers
- Design consultancy in Traverse City
- Design consultancy in Trenton
- Design consultancy in Troy
- Design consultancy in Utica
- Design consultancy in Walled Lake
- Design consultancy in Warren
- Design consultancy in Waterford Township
- Design consultancy in Wayland
- Design consultancy in Wayne
- Design consultancy in West Bloomfield Township
- Design consultancy in Westland
- Design consultancy in White Lake charter Township
- Design consultancy in Whitehall
- Design consultancy in Wixom
- Design consultancy in Wyandotte
- Design consultancy in Wyoming
- Design consultancy in Ypsilanti
- Design consultancy in Zeeland
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