Design portfolio in Michigan
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Bone Asset Management
● OpenBone Asset Management is an independent financial advisor and fiduciary located at 40950 Woodward Avenue in Bloomfield Hills, Michigan. Specializing in retirement financial planning, Rick Bone, the founder, has over 25 years of experience in the field of finance. With a strong focus on goals-based retirement planning for the Detroit Metro Area, Bone Asset Management helps clients navigate the complexities of retirement. Retirement Financial Planning is a crucial step in preparing for the next phase of life. Bone Asset Management offers a hands-on approach to address the questions and concerns that arise during this transition. The firm's goal-based financial planning process is designed to help clients achieve a reliable source of income for life, ensuring that their retirement goals are met.
40950 Woodward Ave # 335, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Anthony Latos
● OpenMerrill Lynch Financial Advisor Anthony Latos is a finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. The institution focuses on personalized wealth planning, helping clients identify and prioritize their financial goals. With a team of experienced Financial Advisors and a Client Associate, they offer comprehensive wealth management services, including investment management, retirement planning, and tax-efficient portfolio management. The team holds professional designations such as Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER (CFP), ensuring that clients receive expert advice tailored to their individual needs. By leveraging the resources of Merrill and Bank of America, they develop customized financial approaches to help clients achieve their long-term goals. Through ongoing communication and regular reviews, the team helps clients navigate life changes and market fluctuations to stay on track towards financial success. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Anthony Latos is dedicated to helping clients reach their financial aspirations.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Legacy Wealth Advisors
● ClosedLegacy Wealth Advisors, located at 41700 Hayes Road in Clinton Township, Michigan, is a finance institution that values treating clients like family. Instead of just focusing on transactions, we prioritize understanding your goals and envisioning your ideal retirement. Our goal is to provide you with peace of mind knowing that you will have the financial means to maintain your desired standard of living in retirement. We take a comprehensive approach to retirement planning, offering transparent, seamless, and proactive service. This means you no longer have to juggle multiple financial professionals – we handle everything for you. By utilizing a disciplined investment process, we can create a portfolio tailored to your risk tolerance and financial objectives.
41700 Hayes Rd suite a, Clinton Twp, MI 48038, United States -
Rachael Lynn Jacques - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRachael Lynn Jacques is a financial advisor at Ameriprise Financial Services, LLC located at W106 North Drive in Stephenson, Michigan, United States. Rachael holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications require adherence to a code of ethics and completion of coursework covering topics such as asset management, investment strategies, retirement planning, estate planning, and insurance products. Rachael specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in areas such as portfolio management, estate planning, and investment analysis, Rachael helps clients navigate complex financial decisions and achieve their long-term financial goals. Contact Rachael Lynn Jacques for personalized and professional financial advice tailored to your unique needs and circumstances."
W106 North Dr, Stephenson, MI 49887, United States -
Edward Jones - Financial Advisor: Joe Powers, AAMS™|CRPC™
● OpenEdward Jones - Financial Advisor: Joe Powers, AAMS™|CRPC™ is a reputable finance institution located at 801 Ludington Street in Escanaba, Michigan, United States. Joe Powers, a skilled and experienced financial advisor with designations of AAMS™ and CRPC™, offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones - Financial Advisor: Joe Powers, AAMS™|CRPC™ is committed to helping individuals and families secure their financial future.
801 Ludington St, Escanaba, MI 49829, United States -
BDX Creations
● OpenBDX Creations is a charming jewelry store located at 35930 Diane Lane in Richmond, Michigan. Our store offers a wide selection of beautifully handcrafted jewelry pieces, perfect for every occasion. From stunning necklaces and bracelets to elegant earrings and rings, we have something for everyone. Our experienced staff is dedicated to providing excellent customer service and helping you find the perfect piece to add to your collection. Visit BDX Creations today and let us help you sparkle and shine with our exquisite jewelry selection.
35930 Diane Ln, Richmond, MI 48062, United States -
Edward Jones - Financial Advisor: Larry King, AAMS™
● OpenEdward Jones - Financial Advisor: Larry King, AAMS™ is a reputable financial institution located at 318 South Cedar Street in Kalkaska, Michigan, United States. As a licensed financial advisor with the Accredited Asset Management Specialist™ designation, Larry King offers personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides a wide range of investment options and financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or investing for the future, Larry King and his team at Edward Jones are dedicated to helping you secure your financial future.
318 S Cedar St, Kalkaska, MI 49646, United States -
Casey Boyer - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCasey Boyer - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9052 East 13th Street in Cadillac, Michigan, United States. The institution offers a variety 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 range of topics including investment strategies, estate planning, retirement planning, asset management, and more. The institution aims to provide comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Casey Boyer and his team are dedicated to helping clients make informed financial decisions and achieve their financial goals."
9052 E 13th St D, Cadillac, MI 49601, United States -
Phil Harmon - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPhil Harmon - Financial Advisor, Ameriprise Financial Services, LLC, located at 121 East Ludington Avenue in Ludington, Michigan, is a finance institution offering a wide range of specialized certifications and designations to its advisors. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Advisors at Phil Harmon are trained to provide expert financial advice and planning tailored to the unique needs of their clients, including veterans and military personnel.
121 E Ludington Ave, Ludington, MI 49431, United States -
Lee D Bosko - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLee D Bosko is a Financial Advisor at Ameriprise Financial Services, LLC, located at 983 Lincoln Avenue in Holland, Michigan, United States. Lee D Bosko holds several certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, AIF® designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA® designation, CFP® certification, Certified Fund Specialist, ChFC® designation, Chartered Special Needs Consultant, CIMA® certification, Certified Kingdom Advisor®, Certified in Long-Term Care, and the Chartered Life Underwriter Designation®. Lee D Bosko provides expert financial advice and services to individuals and businesses, specializing in asset management, retirement planning, estate planning, and investment strategies. With a strong commitment to ethics and continued education, Lee D Bosko is dedicated to helping clients achieve their financial goals.
983 Lincoln Ave, Holland, MI 49423, United States -
Ellen Naber - Financial Advisor, Ameriprise Financial Services, LLC
● OpenEllen Naber is a Financial Advisor at Ameriprise Financial Services, LLC located at 7700 Byron Center Avenue Southwest in Byron Center, Michigan, United States. Ellen 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®, 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®. Ellen specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With expertise in asset management, investment strategies, estate planning, insurance products, and retirement planning, Ellen is dedicated to helping clients achieve their financial goals. Ellen is committed to upholding the highest standards of professionalism and ethics in the financial industry. Ellen also provides specialized services for veterans and military personnel as a Certified Military Financial Advisor®. Contact Ellen Naber at Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management solutions.
7700 Byron Center Ave SW, Byron Center, MI 49315, United States -
BeManaged
● OpenBeManaged is a financial institution located at 4280 Cascade Road Southeast in Grand Rapids, Michigan. Founded in 2006, our mission is to provide high-level investment management and advice to individuals and employers at a fair value. As an independent fee-only advisor, we adhere to the highest fiduciary standard of care, ensuring that our clients' best interests are always the top priority. At BeManaged, we believe that every client is unique and deserves a customized financial plan tailored to their specific needs and goals. Our team of experienced advisors is dedicated to helping investors create and execute a comprehensive financial strategy without the conflicts of interest that can arise from sales products.
4280 Cascade Rd SE, Grand Rapids, MI 49546, United States -
Aspire Wealth Advisory
● OpenAspire Wealth Advisory is a finance institution located at 5659 North Kraft Lake Drive in Caledonia, Michigan, United States. Serving clients nationwide, the team at Aspire Wealth provides honest and unbiased financial advice to help individuals achieve their goals and dreams. Managed portfolios are designed to optimize return/risk tradeoffs, reduce taxes, and maintain a diversified asset allocation. The team, consisting of a CFA and CFPs, acts as fiduciaries, always putting the interests of their clients first. In addition to financial planning and investment management, Aspire Wealth gives back to the community by donating a percentage of their revenue to charitable causes and volunteering with organizations such as Kids’ Food Basket and Habitat for Humanity. Clients can expect a personalized approach to financial planning and a commitment to helping them achieve financial security and peace of mind. With a focus on building close, personal relationships, the team at Aspire Wealth strives to simplify the complexities of financial planning and guide clients through every step of their financial journey.
5659 N Kraft Lake Dr, Caledonia, MI 49316, United States -
Merrill Lynch Financial Advisor Scott D Bernecker
● OpenMerrill Lynch Financial Advisor Scott D Bernecker, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, offers personalized financial strategies tailored to help clients pursue their long-term goals. With a dual focus on institutional clients and affluent individuals and families, the team at Merrill Lynch combines expertise in investment research, portfolio allocation, and tax policy to provide comprehensive wealth management services. By working closely with clients to understand their aspirations and priorities, the team develops customized financial plans designed to manage, grow, and preserve wealth for the future. Recognized for exemplary client service, the advisors at Merrill Lynch have received accolades from industry publications such as Barron's and Financial Times. With access to the global resources of Merrill Lynch and Bank of America, the team is committed to building strong client relationships based on trust and personalized service. Whether planning for retirement, education expenses, or estate planning, Merrill Lynch Financial Advisor Scott D Bernecker offers a holistic approach to help clients achieve their financial goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Sardelli Custom Pools
● OpenSardelli Custom Pools is a renowned general contractor and store located at 31250 Van Dyke Avenue in Warren, Michigan, United States. Specializing in creating bespoke and luxurious pool designs, Sardelli Custom Pools offers a wide range of services to cater to all your pool needs. From initial consultation to design and construction, their team of skilled professionals will work closely with you to bring your dream pool to life. With a reputation for excellence and attention to detail, Sardelli Custom Pools is the go-to destination for those looking to enhance their outdoor living space with a stunning custom pool. Visit their store today to explore their portfolio and start planning your next pool project.
31250 Van Dyke Ave, Warren, MI 48093, United States -
R Jim Van Loo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenR Jim Van Loo is a financial advisor at Ameriprise Financial Services, LLC located at 2851 Charlevoix Drive Southeast in Grand Rapids, 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®, 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 and commitment to providing comprehensive financial planning services. Whether you are planning for retirement, managing investments, or navigating complex financial situations, R Jim Van Loo has the knowledge and skills to help you achieve your financial goals.
2851 Charlevoix Dr SE STE 200, Grand Rapids, MI 49546, United States -
Jared Mysliwiec - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJared Mysliwiec is a Financial Advisor at Ameriprise Financial Services, LLC located at 3351 Eagle Run Drive Northeast, Grand Rapids, Michigan, United States. Jared 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 Jared's expertise in various aspects of financial planning including asset management, estate planning, retirement planning, investment strategies, and insurance products. Jared is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Jared Mysliwiec at Ameriprise Financial Services for expert financial guidance tailored to your specific needs."
3351 Eagle Run Dr NE ste d, Grand Rapids, MI 49525, United States -
Gina Van Baren - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGina Van Baren - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2603 Niles Avenue, St. Joseph, Michigan, United States. Gina Van Baren 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications reflect Gina Van Baren's expertise in asset management, investment strategies, estate planning, retirement planning, financial planning for domestic partners, and more. The institution provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Gina Van Baren is committed to upholding a code of ethics and providing clients with expert advice on a wide range of financial matters.
2603 Niles Ave B, St Joseph, MI 49085, United States -
Booko & Associates
● OpenBooko & Associates is a finance institution located at 200 South Main Street in Three Rivers, Michigan, United States. They offer a range of certifications and designations for financial professionals to enhance their expertise in various areas of financial planning and management. One of the certifications they offer is the AAMS™, which focuses on asset management and investment concepts for individuals. Candidates must pass an examination covering topics such as asset allocation, investment strategies, and estate planning.
200 S Main St, Three Rivers, MI 49093, United States -
Paul D Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenPaul D Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6800 West Q Avenue, Kalamazoo, Michigan, United States. The institution offers a range of certifications and designations for its advisors, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® certification, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. These designations cover a wide range of financial planning topics and demonstrate the advisors' expertise and commitment to serving their clients.
6800 W Q Ave, Kalamazoo, MI 49009, United States -
Jason Klein - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJason Klein is a Financial Advisor at Ameriprise Financial Services, LLC located at 928 West Columbia Avenue, Battle Creek, Michigan, United States. Jason 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®, 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 Certified Military Financial Advisor® (CFMA®). These certifications demonstrate Jason's expertise in asset management, investment strategies, retirement planning, estate planning, fiduciary practices, portfolio management, and more. Through rigorous training and examinations, Jason is equipped to provide clients with comprehensive financial advice tailored to their individual needs.
928 W Columbia Ave Ste C, Battle Creek, MI 49015, United States -
Tammera Nevins - Thrivent
● OpenTammera Nevins - Thrivent is a finance institution located at 161 Ottawa Avenue Northwest, Suite 110-M in Grand Rapids, Michigan. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide 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, with the option to further engage in Dedicated Planning Services for 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. Only credentialed financial advisors are able to provide investment advisory services. For more information about our financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.
161 Ottawa Ave NW Suite 110-M, Grand Rapids, MI 49503, United States -
Francis W Mossett - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrancis W Mossett is a financial advisor at Ameriprise Financial Services, LLC located at 11290 Grand River Avenue in Brighton, 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®, 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 areas such as asset management, wealth transfers, estate planning, retirement planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. As a Certified Military Financial Advisor®, Francis is also trained to serve veterans and members of the military. With a comprehensive knowledge of financial planning and a commitment to ethical standards, Francis W Mossett is dedicated to helping individuals navigate complex financial situations and achieve their goals."
11290 Grand River Ave, Brighton, MI 48116, United States -
David A Kaminski - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid A Kaminski is a financial advisor at Ameriprise Financial Services, LLC located at 545 North Main Street, Milford Charter Township, Michigan, United States. David 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 David's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. David is committed to providing clients with comprehensive financial advice and helping them achieve their financial goals.
545 N Main St #201, Milford Charter Twp, MI 48381, United States -
Leslie E Joerke - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenLeslie E Joerke - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 711 East Grand River Avenue, Brighton, Michigan, United States, is a finance institution offering a range of specialized certifications and designations to ensure their advisors are equipped to provide expert financial advice. The institution offers 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, 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-equipped to assist clients with various financial needs. The institution's advisors are trained to provide personalized and comprehensive financial advice to help clients achieve their financial goals.
711 E Grand River Ave Ste C, Brighton, MI 48116, United States -
Sara Mehraban - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSara Mehraban is a Financial Advisor at Ameriprise Financial Services, LLC, located at 4750 Venture Drive, Ann Arbor, Michigan, United States. Sara Mehraban 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 Sara Mehraban's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Sara Mehraban is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.
4750 Venture Dr Ste 150, Ann Arbor, MI 48108, United States -
Julie Shemanski - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJulie Shemanski - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 35405 Grand River Avenue, Farmington, Michigan, United States. Julie Shemanski 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 her expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for special needs families, among others. Julie Shemanski is dedicated to providing comprehensive and personalized financial advice to her clients, with a focus on ethical practices and continuing education to stay up-to-date on the latest industry trends and regulations.
35405 Grand River Ave, Farmington, MI 48335, 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 -
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 -
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
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- Design portfolio in Southfield
- Design portfolio in Southgate
- Design portfolio in Spring Lake
- Design portfolio in St. Clair Shores
- Design portfolio in St. Joseph
- Design portfolio in Sterling Heights
- Design portfolio in Stevensville
- Design portfolio in Three Rivers
- Design portfolio in Traverse City
- Design portfolio in Trenton
- Design portfolio in Troy
- Design portfolio in Utica
- Design portfolio in Warren
- Design portfolio in Waterford Township
- Design portfolio in Wayne
- Design portfolio in Westland
- Design portfolio in Wyandotte
- Design portfolio in Ypsilanti
List of local businesses, places and services in Michigan
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